| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 1.26% |
| NAV | ₹36.36 (31 Jul 2020) |
|---|---|
| Fund Started | 01 Jan 2013 |
| Fund Size | ₹129 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 10.0% |
| Reliance Industries Ltd. | Energy | Equity | 9.5% |
| ICICI Bank Ltd. | Financial | Equity | 8.4% |
| Hindustan Unilever Ltd. | FMCG | Equity | 6.8% |
| Infosys Ltd. | Technology | Equity | 6.4% |
| Bharti Airtel Ltd. | Communication | Equity | 4.2% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 4.1% |
| Larsen & Toubro Ltd. | Construction | Equity | 2.9% |
| Bajaj Finance Ltd. | Financial | Equity | 2.9% |
| 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 ₹129 Cr and the Latest NAV as of 31 Jul 2020 is ₹36.36.
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.
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.
Upto Rs. 1.5 lac will be tax free under 80C. Lockin of 3 years. Returns will be taxed at 10%.