1M
6M
1Y
3Y
5Y
All
| NAV: 28 Mar 2025 | ₹95.17 |
| Min. SIP amount | Not Supported |
| Rating | NA |
| Fund size | ₹210.48Cr |
Holdings (53)
See All
Minimum investment amounts
| Min. for 1st investment | Not Supported |
| Min. for 2nd investment onwards | Not Supported |
| Min. for SIP | Not Supported |
Returns and rankings
Category: Equity ELSS
Annualised returns
Absolute returns
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 13.2% | 16.0% | 26.5% | 15.1% |
| Category average | 7.0% | 14.6% | 25.4% | NA |
| Rank with in category | 21 | 21 | 27 | NA |
Understand terms
Peer Comparison
| Equity, ELSS funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
SBI Long Term Equity Fund Direct Plan Growth | 5 | 10.9% | 24.2% | 25,723.50 |
Motilal Oswal ELSS Tax Saver Fund Direct Growth | 5 | 11.9% | 23.3% | 3,405.01 |
HDFC ELSS Tax Saver Direct Plan Growth | 4 | 13.2% | 21.8% | 14,671.37 |
Parag Parikh ELSS Tax Saver Fund Direct Growth | 5 | 15.3% | 19.0% | 4,477.32 |
Franklin India ELSS Tax Saver Fund Direct Growth | 4 | 9.8% | 18.4% | 5,986.40 |
Expense ratio, exit load and tax
Expense ratio: 1.59%
Inclusive of GST
Exit load
Nil
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Understand terms
Check past data
Fund management
Sonal GuptaDec 2023 - PresentView details
Sonal Gupta
Dec 2023 - Present
View details
Education
Ms. Gupta has done PGDM (IIM Bangalore), CFA and Bachelors in Mechanical Engineering
Experience
Prior to joining HSBC Mutual Fund, she has worked with L&T Investment Management Limited and UBS Securities India Private Limited, Fidelity Investments and PWC
Also manages these schemes
Fund house & investment objective
Fund house contact details
Address
9-11th Floor,NESCO - IT Park Bldg. 3,Western Express Highway, Goregaon East, Mumbai 400063
Phone
NA
Launch Date
27 May 2002
E-mail
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,
Email
enq_h@camsonline.comWebsite
www.camsonline.comPros and cons
Category: Equity ELSS
Pros
Exit load is zero
Lower expense ratio: 1.28%
Cons
Lower AUM: 194Cr.
Funds with lower AUM tend to have higher expense ratio
Consistently lower annualised returns than category average for the past 1Y, 3Y and 5Y
Lock-in period: 3Y
Low rating: 2
Compare funds
HSBC Tax Saver Equity Fund Direct Growth
VS
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Vaishnavi Tech Park, South Tower, 3rd Floor
Sarjapur Main Road, Bellandur
Bengaluru – 560103
Karnataka
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