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

38.392 (-0.070%)

NAV on July 25, 2024

Category Equity:
ELSS (Tax Savings)

Investment StyleBox

Large Growth

Total Assets 220 cr

Turnover Ratio 37.82%

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 about 5 years) Cheenu Gupta (Since over 1 year)

ISIN INF336L01ER2

Fund Family HSBC

P/E Ratio 30.79

P/B Ratio 5.06

Launch Date January 01, 2013

Benchmark Nifty 500 TR INR

Financial 29.59%

Industrial 16.49%

Technology 11.79%

Basic Materials 2.96%

Consumer Cyclical 11.1%

Utilities Services 0.0%

Healthcare Services 9.51%

Energy Services 4.83%

Communication Services 3.93%

Consumer Defensive 3.85%

Real Estate 5.96%

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	EXPENSE RATIO	RISK
Motilal Oswal ELSS Tax Saver Fund Direct Plan Growth	54.777	56.30%	3,710 cr	0.66%	Above Average
SBI Long Term Equity Fund Direct Growth	464.131	55.74%	25,738 cr	0.93%	Above Average
Quant ELSS Tax Saver Growth Option Direct Plan	445.589	55.61%	10,528 cr	0.77%	High
Bank of India ELSS Tax Saver Fund Direct Plan Growth	197.430	54.37%	1,428 cr	0.96%	High
JM Tax Gain Fund (Direct) - Growth	55.611	50.51%	161 cr	1.13%	High
DSP ELSS Tax Saver Fund Direct Plan Growth	149.645	47.76%	16,284 cr	0.71%	Average
Kotak ELSS Tax Saver-Scheme-Growth - Direct	135.641	40.15%	6,101 cr	0.58%	Low