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HSBC Tax Saver Equity Fund Direct Growth

Equity
ELSS
Very High Risk
3Y Lock Inlock
22.99%
3Y annualised
+0.10% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 25 Oct 2021₹62.75
Min. SIP amount₹500
Rating2star
Fund size₹201.91 Cr

Returns and rankings

Category: Equity ELSS
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns59.7%23.0%14.6%15.9%
Category average54.9%14.2%14.3%NA
Rank with in category181822NA
Understand termsinfo

Holdings (42)

NameSectorInstrumentAssets
FinancialEquity9.0%
TechnologyEquity8.9%
FinancialEquity7.9%
FinancialEquity5.7%
EnergyEquity4.7%
TechnologyEquity4.1%
ConstructionEquity3.4%
FinancialEquity3.2%
EngineeringEquity2.5%
AutomobileEquity2.5%
See All

Pros and cons

info
Category: Equity ELSS
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Pros

Consistently higher annualised returns than category average for the past 1Y, 3Y and 5Y
Exit load is zero
Lower expense ratio: 1.26%
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Cons

Lower AUM: 201Cr. Funds with lower AUM tend to have higher expense ratio
Lock-in period: 3Y
Low rating: 2

Expense ratio, exit load and tax

Expense ratio: 1.26%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

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

Understand termsinfo
Check past data

Minimum investment amounts

Min. for 1st investment₹500
Min. for 2nd investment onwards₹500
Min. for SIP₹500

Fund management

Fund house & investment objective

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Fund house contact details

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