Item: HSBC Tax Saver Equity Fund Direct Growth
Rating: 3
Author: Morningstar

Home › Mutual Funds › HSBC Mutual Fund › HSBC Tax Saver Equity Fund Direct Growth

107.941 (0.149%)

NAV on June 27, 2025

Category Equity:
ELSS (Tax Savings)

Investment StyleBox

Large Growth

Total Assets 244 cr

Turnover Ratio 19.00%

Expense Ratio 1.80%

Exit Load -

Returns

Min Investment 500

HSBC Tax saver fund inflow has been stopped from 28th November onwards

Fund Manager Gautam Bhupal (Since almost 6 years) Sonal Gupta (Since 10 months)

ISIN INF336L01EE0

Fund Family HSBC

P/E Ratio 28.97

P/B Ratio 4.71

Launch Date January 01, 2013

Benchmark Nifty 500 TR INR

Financial 34.36%

Industrial 7.91%

Technology 10.38%

Basic Materials 4.61%

Consumer Cyclical 14.26%

Utilities Services 0.0%

Healthcare Services 11.85%

Energy Services 4.63%

Communication Services 5.88%

Consumer Defensive 3.29%

Real Estate 2.83%

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	EXPENSE RATIO	RISK
Parag Parikh ELSS Tax Saver Fund Direct Growth	34.819	14.56%	5,294 cr	0.62%	Low
Motilal Oswal ELSS Tax Saver Fund Direct Plan Growth	60.380	11.14%	4,360 cr	0.64%	High
DSP ELSS Tax Saver Fund Direct Plan Growth	157.571	9.00%	16,974 cr	0.74%	Average
SBI Long Term Equity Fund Direct Growth	480.311	6.32%	29,667 cr	0.93%	Above Average
JM Tax Gain Fund (Direct) - Growth	55.889	2.62%	199 cr	1.11%	Above Average
Kotak ELSS Tax Saver-Scheme-Growth - Direct	137.792	2.48%	6,266 cr	0.63%	Average
Bank of India ELSS Tax Saver Fund Direct Plan Growth	189.340	-3.51%	1,398 cr	0.82%	High

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	Expense RATIO	RISK
Parag Parikh ELSS Tax Saver Fund Direct Growth	34.819	14.56%	5,294 cr	0.62%	Low
Taurus ELSS Tax Saver Fund-Direct Plan-Growth Option	208.350	11.32%	79 cr	1.79%	Low
Motilal Oswal ELSS Tax Saver Fund Direct Plan Growth	60.380	11.14%	4,360 cr	0.64%	High
ICICI Prudential ELSS Tax Saver Fund Direct Plan Growth	1046.140	9.91%	14,364 cr	1.08%	Below Average
HDFC ELSS TaxSaver -Direct Plan - Growth Option	1545.241	9.61%	16,454 cr	1.05%	Below Average
Mahindra Manulife ELSS Tax Saver Fund Direct Plan Growth	34.231	6.91%	950 cr	0.59%	Average
Aditya Birla Sun Life ELSS Tax Saver Direct Plan Growth	68.590	6.80%	15,368 cr	1.02%	Average