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

24.810 (-0.802%)

NAV on March 24, 2023

Category Equity:
ELSS (Tax Savings)

Investment StyleBox

Large Growth

Total Assets 199 cr

Turnover Ratio 25.58%

Expense Ratio 1.30%

Exit Load -

Returns

Min Investment 500

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

Fund Manager Gautam Bhupal (Since over 3 years) Cheenu Gupta (Since 4 months)

ISIN INF336L01ER2

Fund Family HSBC

P/E Ratio 27.31

P/B Ratio 3.96

Launch Date January 01, 2013

Benchmark IISL Nifty 500 TR INR

Financial 35.16%

Industrial 10.49%

Technology 13.96%

Basic Materials 6.1%

Consumer Cyclical 9.97%

Utilities Services 0.0%

Healthcare Services 7.77%

Energy Services 5.13%

Communication Services 2.10%

Consumer Defensive 5.27%

Real Estate 4.04%

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	EXPENSE RATIO	RISK
Parag Parikh Tax Saver Fund Direct Growth	20.386	6.58%	1,147 cr	0.80%	Below Average
PGIM India ELSS Tax Saver Fund Dir Gr	26.060	1.36%	451 cr	1.00%	Average
DSP Tax Saver Fund Direct Plan Growth	85.589	0.70%	10,129 cr	0.81%	Above Average
Bank of India Tax Advantage Fund Direct Plan Growth	107.700	-0.25%	677 cr	1.31%	Below Average
Mirae Asset Tax Saver Fund -Direct Plan-Growth	32.720	-0.62%	14,043 cr	0.58%	Above Average
HSBC ELSS Fund Direct Plan Growth Option	81.076	-2.53%	3,007 cr	1.16%	Above Average

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	Expense RATIO	RISK
HDFC TaxSaver -Direct Plan - Growth Option	833.029	9.21%	9,723 cr	1.15%	Average
SBI Long Term Equity Fund Direct Growth	244.377	7.30%	12,073 cr	1.07%	Average
Motilal Oswal Long Term Equity Fund Direct Plan Growth	29.134	7.20%	2,188 cr	0.78%	Above Average
Parag Parikh Tax Saver Fund Direct Growth	20.386	6.58%	1,147 cr	0.8%	Below Average
Taurus Tax Shield-Direct Plan-Growth Option	124.940	6.24%	60 cr	1.73%	Below Average
Bandhan Tax Advantage (ELSS) Fund - Direct Plan - Growth	108.285	1.54%	4,024 cr	0.75%	High
PGIM India ELSS Tax Saver Fund Dir Gr	26.060	1.36%	451 cr	1.0%	Average