HSBC Tax Saver Equity Fund Direct Dividend+0.29%

2Groww
-6.62%
1 Year Return
Equity
ELSS
2.0 star
6M
1Y
3Y
5Y
All

Fund Details

HSBC Tax Saver Equity Fund Direct Dividend

RiskModerately High
Min SIP Amount₹500
Expense Ratio1.24%
NAV20.2 (16 Aug 2019)
Fund Started01 Jan 2013
Fund Size147 Cr

Returns

1Y
3Y*
5Y*
Since inception*
HSBC Tax Saver Equity Fund Direct Dividend
-6.6%
7.0%
9.2%
12.2%
Category Average
-12.5%
6.8%
11.9%
-
Rank within category
22
22
22
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with -6.6% annual returns

    Comparison

    Data not available
    Pros
    Found nothing so far.
    Cons
    Found nothing so far.

    Top Holdings

    NameSectorInstrument% Assets
    ICICI Bank Ltd.FinancialEquity10.0%
    HDFC Bank Ltd.FinancialEquity9.5%
    Axis Bank Ltd.FinancialEquity7.5%
    Larsen & Toubro Ltd.ConstructionEquity4.7%
    Infosys Ltd.TechnologyEquity4.7%
    Torrent Pharmaceuticals Ltd.HealthcareEquity4.1%
    ACC Ltd.ConstructionEquity3.3%
    Maruti Suzuki India Ltd.AutomobileEquity3.2%
    State Bank of IndiaFinancialEquity3.1%
    DLF Ltd.ConstructionEquity3.0%
    See All

    Fund Managers

    addAditya Khemani
    Education
    Mr. Khemani has done B.Com (Hons) and PGDM from IIM, Lucknow.
    Experience
    Prior to joining Kotak AMC, he worked with SBI Mutual Funds, Prudential ICICI Asset Management India Pvt. Ltd. and Morgan Stanley Advantage Service India Pvt. Ltd.
    Funds Managed

    Other Details

    HSBC Tax Saver Equity Fund Direct Dividend is a Equity Mutual Fund Scheme launched by HSBC Mutual Fund. This scheme was introduced to investors on 01 Jan 2013. Aditya Khemani is the Current Fund Manager of HSBC Tax Saver Equity Fund Direct Dividend.The fund currently has an Asset Under Management(AUM) of ₹147 Cr and the Latest NAV as of 16 Aug 2019 is ₹20.2.

    The HSBC Tax Saver Equity Fund Direct Dividend is rated Moderately High risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 500. Nil.

    Investment Objective

    Aims to provide long term capital appreciation by investing in a diversified portfolio of equity & equity related instruments of companies across various sectors and industries, with no capitalisation bias. The Fund may also invest in fixed income securities.

    Tax Implications

    Upto Rs. 1.5 lac will be tax free under 80C. Lockin of 3 years. Returns will be taxed at 10%.

    Scheme Information Document(SID)

    ₹500
    Min for First Investment
    ₹500
    Min for Second Investment
    Nil
    Exit Load

    Compare Funds

    HSBC Tax Saver Equity Fund Direct Dividend
    VS
    search

    About HSBC Mutual Fund

    Address
    16, V N Road, Fort, Mumbai 400 001
    Phone
    022- 66145000
    Launch Date
    26 May 2002
    Website
    NA
    HSBC Mutual Fund
    Asset Management Company
    Custodian
    Standard Chartered Bank
    Registrar & Transfer Agent
    Cams
    Address
    7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
    Invest Now
    Enter investment amount
    + ₹1,000
    + ₹5,000
    + ₹10,000
    ONE TIME
    MONTHLY SIP
    Similar Funds
    Data not available
    Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
    Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
    MOST POPULAR ON GROWW
    MUTUAL FUNDS COMPANIES: ICICI PRUDENTIAL  | HDFC  | RELIANCE  | ADITYA BIRLA SUN LIFE  | SBI  | UTI  | FRANKLIN TEMPLETON  | KOTAK MAHINDRA  | IDFC  | DSP BLACKROCK  | AXIS  | TATA  | L&T  | SUNDARAM  | DHFL PRAMERICA  | INVESCO  | LIC  | JM FINANCIAL  | BARODA PIONEER  | CANARA ROBECO  | HSBC  | IDBI  | INDIABULLS  | MOTILAL OSWAL  | BNP PARIBAS  | MIRAE ASSET  | PRINCIPAL  | BOI AXA  | UNION KBC  | TAURUS  | EDELWEISS  | ESSEL  | MAHINDRA  | QUANTUM  | PPFAS  | IIFL  | ESCORTS  |