Item: HSBC Tax Saver Equity Fund - IDCW Direct
Rating: 1
Author: Morningstar

Home › Mutual Funds › HSBC Mutual Fund › HSBC Tax Saver Equity Fund - IDCW Direct

36.228 (-1.803%)

NAV on April 25, 2025

Category Equity:
ELSS (Tax Savings)

Investment StyleBox

Large Growth

Total Assets 210 cr

Turnover Ratio 19.00%

Expense Ratio 1.59%

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 8 months)

ISIN INF336L01ER2

Fund Family HSBC

P/E Ratio 26.60

P/B Ratio 4.35

Launch Date January 01, 2013

Benchmark Nifty 500 TR INR

Financial 31.94%

Industrial 8.81%

Technology 13.94%

Basic Materials 4.04%

Consumer Cyclical 13.45%

Utilities Services 0.0%

Healthcare Services 11.94%

Energy Services 4.35%

Communication Services 5.53%

Consumer Defensive 3.12%

Real Estate 2.91%

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	EXPENSE RATIO	RISK
DSP ELSS Tax Saver Fund Direct Plan Growth	148.602	14.89%	16,218 cr	0.75%	Average
Parag Parikh ELSS Tax Saver Fund Direct Growth	32.671	13.84%	4,906 cr	0.63%	Low
SBI Long Term Equity Fund Direct Growth	447.071	7.74%	27,730 cr	0.95%	Above Average
JM Tax Gain Fund (Direct) - Growth	51.466	6.25%	184 cr	1.03%	High
Motilal Oswal ELSS Tax Saver Fund Direct Plan Growth	52.832	6.04%	3,817 cr	0.70%	High
Kotak ELSS Tax Saver-Scheme-Growth - Direct	127.589	3.93%	5,863 cr	0.71%	Average
Bank of India ELSS Tax Saver Fund Direct Plan Growth	174.480	-3.57%	1,320 cr	0.83%	High

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	Expense RATIO	RISK
DSP ELSS Tax Saver Fund Direct Plan Growth	148.602	14.89%	16,218 cr	0.75%	Average
Parag Parikh ELSS Tax Saver Fund Direct Growth	32.671	13.84%	4,906 cr	0.63%	Low
LIC MF ELSS Tax Saver -Direct Plan Growth Option	167.026	13.74%	1,088 cr	0.97%	Average
HDFC ELSS TaxSaver -Direct Plan - Growth Option	1454.275	13.22%	15,556 cr	1.11%	Below Average
PGIM India ELSS Tax Saver Fund Dir Gr	38.010	10.43%	741 cr	0.75%	Below Average
SBI Long Term Equity Fund Direct Growth	447.071	7.74%	27,730 cr	0.95%	Above Average
Mahindra Manulife ELSS Tax Saver Fund Direct Plan Growth	31.631	6.89%	895 cr	0.63%	Average