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

103.697 (0.241%)

NAV on May 30, 2025

Category Equity:
ELSS (Tax Savings)

Investment StyleBox

Large Growth

Total Assets 235 cr

Turnover Ratio 19.00%

Expense Ratio 1.60%

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 9 months)

ISIN INF336L01EE0

Fund Family HSBC

P/E Ratio 26.51

P/B Ratio 4.30

Launch Date January 01, 2013

Benchmark Nifty 500 TR INR

Financial 34.31%

Industrial 8.75%

Technology 10.87%

Basic Materials 4.33%

Consumer Cyclical 13.39%

Utilities Services 0.0%

Healthcare Services 12.30%

Energy Services 4.30%

Communication Services 5.63%

Consumer Defensive 3.22%

Real Estate 2.89%

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	EXPENSE RATIO	RISK
Motilal Oswal ELSS Tax Saver Fund Direct Plan Growth	59.306	18.65%	3,897 cr	0.65%	High
Parag Parikh ELSS Tax Saver Fund Direct Growth	33.618	16.98%	5,085 cr	0.61%	Low
DSP ELSS Tax Saver Fund Direct Plan Growth	153.095	14.26%	16,638 cr	0.74%	Average
SBI Long Term Equity Fund Direct Growth	467.899	10.54%	28,506 cr	0.94%	Above Average
JM Tax Gain Fund (Direct) - Growth	53.518	7.73%	189 cr	1.11%	Above Average
Kotak ELSS Tax Saver-Scheme-Growth - Direct	133.046	4.94%	6,077 cr	0.65%	Average
Bank of India ELSS Tax Saver Fund Direct Plan Growth	184.940	0.51%	1,324 cr	0.83%	High

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	Expense RATIO	RISK
Motilal Oswal ELSS Tax Saver Fund Direct Plan Growth	59.306	18.65%	3,897 cr	0.65%	High
Parag Parikh ELSS Tax Saver Fund Direct Growth	33.618	16.98%	5,085 cr	0.61%	Low
ICICI Prudential ELSS Tax Saver Fund Direct Plan Growth	1015.820	14.53%	14,121 cr	1.08%	Below Average
DSP ELSS Tax Saver Fund Direct Plan Growth	153.095	14.26%	16,638 cr	0.74%	Average
PGIM India ELSS Tax Saver Fund Dir Gr	39.110	13.56%	764 cr	0.73%	Below Average
HDFC ELSS TaxSaver -Direct Plan - Growth Option	1493.872	13.43%	16,232 cr	1.06%	Below Average
Mahindra Manulife ELSS Tax Saver Fund Direct Plan Growth	32.923	9.77%	924 cr	0.6%	Average