| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 1.26% |
| NAV | ₹39.21 (27 Oct 2020) |
|---|---|
| Fund Started | 01 Jan 2013 |
| Fund Size | ₹137 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Reliance Industries Ltd. | Energy | Equity | 10.0% |
| HDFC Bank Ltd. | Financial | Equity | 9.1% |
| Infosys Ltd. | Technology | Equity | 8.2% |
| ICICI Bank Ltd. | Financial | Equity | 7.9% |
| Hindustan Unilever Ltd. | FMCG | Equity | 6.1% |
| Bajaj Finance Ltd. | Financial | Equity | 3.6% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 3.5% |
| Bharti Airtel Ltd. | Communication | Equity | 3.3% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 3.0% |
| Sun Pharmaceutical Inds. Ltd. | Healthcare | Equity | 2.8% |
HSBC Tax Saver Equity Fund Direct Growth is a Equity Mutual Fund Scheme launched by HSBC Mutual Fund. This scheme was made available to investors on 01 Jan 2013. Aditya Khemani is the Current Fund Manager of HSBC Tax Saver Equity Fund Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹137 Cr and the Latest NAV as of 27 Oct 2020 is ₹39.21.
The HSBC Tax Saver Equity Fund Direct Growth is rated Moderately High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 500.
The scheme 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.
Upto Rs. 1.5 lac will be tax free under 80C. Lockin of 3 years. Returns will be taxed at 10%.