80.46
NAV (May 24,2024)

Invest in the HSBC Tax Saver Equity Fund - Growth to save tax and grow your wealth. This fund has an expense ratio of 2.47% and a lock-in period of 3 years. With a minimum investment of ₹500, you can start building a diversified equity portfolio. The fund was established on January 5, 2007, and has an AUM of ₹215.83 crore. Benefit from potential growth in the Indian stock market with this tax-saving investment.

Hsbc Tax Saver Equity Fund Growth Latest Trend

  • 1M
  • 2M
  • 3M

Hsbc Tax Saver Equity Fund Growth Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    44.93
  • P/B Ratio
    UM_URBAN_MONEY

    7.43
  • Alpha
    UM_URBAN_MONEY

    0.01
  • Beta
    UM_URBAN_MONEY

    0.91
  • Sharpe
    UM_URBAN_MONEY

    0.18
  • Sortino
    UM_URBAN_MONEY

    0.30

Fund Overview

Expense ratio
UM_URBAN_MONEY

2.47%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

215.83 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹500.00

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on May 26, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

10,566.97 (5.67%)12,102.84 (21.03%)14,147.08 (41.47%)17,050.92 (70.51%)21,548.44 (115.48%)
31,700.91 (5.67%)36,308.52 (21.03%)42,441.24 (41.47%)51,152.76 (70.51%)64,645.32 (115.48%)
52,834.85 (5.67%)60,514.2 (21.03%)70,735.4 (41.47%)85,254.6 (70.51%)1,07,742.2 (115.48%)
84,535.76 (5.67%)96,822.72 (21.03%)1,13,176.64 (41.47%)1,36,407.36 (70.51%)1,72,387.52 (115.48%)
1,05,669.7 (5.67%)1,21,028.4 (21.03%)1,41,470.8 (41.47%)1,70,509.2 (70.51%)2,15,484.4 (115.48%)

Calculate Your Mutual Fund Returns

  • 500
  • 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30

Total investment

+

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • ICICI Bank Limited8.77%
  • Infosys Limited5.87%
  • Axis Bank Limited5.42%
  • Larsen & Toubro Limited4.99%
  • Reliance Industries Limited4.81%
  • HDFC Bank Limited4.65%
  • KEI Industries Limited3.61%
  • State Bank of India3.59%
  • DLF Limited3.53%
  • TVS Motor Company Limited2.80%
  • Dixon Technologies India Limited2.74%
  • Titan Company Limited2.61%
  • Sun Pharmaceutical Industries Limited2.56%
  • Phoenix Mills Limited2.49%
  • Multi Commodity Exchange of India Limited2.37%
  • Hindustan Unilever Limited2.28%
  • Amber Enterprises India Limited2.18%
  • JB Chemicals and Pharmaceuticals Limited2.11%
  • Rainbow Children s Medicare Limited2.10%
  • Bharti Airtel Limited2.02%
  • Rategain Travel Technologies Limited1.87%
  • Prudent Corporate Advisory Services Limited1.74%
  • PVR INOX Limited1.73%
  • Motherson Sumi Wiring India Limited1.54%
  • PB Fintech Limited1.52%
  • Treps1.49%
  • Lupin Limited1.48%
  • One Wam Limited1.32%
  • Container Corporation of India Limited1.30%
  • PNC Infratech Limited1.22%
  • APL Apollo Tubes Limited1.17%
  • SRF Limited1.15%
  • Kalyan Jewellers India Limited1.15%
  • Kajaria Ceramics Limited1.09%
  • Godrej Consumer Products Limited1.05%
  • KEC International Limited1.03%
  • Maruti Suzuki India Limited1.03%
  • Gokaldas Exports Limited0.99%
  • Poly Medicure Limited0.95%
  • CCL Products India Limited0.89%
  • Kirloskar Pneumatic Co Limited0.77%
  • Bajaj Auto Limited0.63%
  • Radico Khaitan Limited0.62%
  • Gujarat Fluorochemicals Limited0.52%
  • Net Current Assets including cash & bank balances0.24%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

Baroda BNP Paribas ELSS Tax Saver Fund - Regular Plan - GrowthBaroda BNP Paribas ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

24.79%

Franklin India ELSS Tax Saver Fund - GrowthFranklin India ELSS Tax Saver Fund - Growth

ELSS

Very High

20.92%

JM ELSS Tax Saver Fund - GrowthJM ELSS Tax Saver Fund - Growth

ELSS

Very High

19.32%

Nippon India ELSS Tax Saver Fund - GrowthNippon India ELSS Tax Saver Fund - Growth

ELSS

Very High

17.06%

Union ELSS Tax Saver Fund - GrowthUnion ELSS Tax Saver Fund - Growth

ELSS

Very High

15.88%

UTI ELSS Tax Saver Fund - Regular Plan - IDCWUTI ELSS Tax Saver Fund - Regular Plan - IDCW

ELSS

Very High

14.22%

ICICI Prudential ELSS Tax Saver Fund - GrowthICICI Prudential ELSS Tax Saver Fund - Growth

ELSS

Very High

13.88%

360 ONE ELSS Tax Saver Nifty 50 Index Fund - Regular Plan - Growth360 ONE ELSS Tax Saver Nifty 50 Index Fund - Regular Plan - Growth

ELSS

Very High

11.90%

Kotak ELSS Tax Saver Fund - GrowthKotak ELSS Tax Saver Fund - Growth

ELSS

Very High

11.47%

Aditya Birla Sun Life Tax Plan - IDCWAditya Birla Sun Life Tax Plan - IDCW

ELSS

Very High

-0.81%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Bank of India ELSS Tax Saver - Regular Plan - GrowthBank of India ELSS Tax Saver - Regular Plan - Growth

ELSS

Very High

47.02%

Quantum ELSS Tax Saver Fund - Growth - Direct PlanQuantum ELSS Tax Saver Fund - Growth - Direct Plan

ELSS

Very High

41.49%

JM ELSS Tax Saver Fund - GrowthJM ELSS Tax Saver Fund - Growth

ELSS

Very High

40.30%

Taurus ELSS Tax Saver Fund - Regular Plan - GrowthTaurus ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

37.02%

Bandhan ELSS Tax Saver Fund - Regular Plan - GrowthBandhan ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

34.96%

Edelweiss ELSS Tax saver Fund - Regular Plan - GrowthEdelweiss ELSS Tax saver Fund - Regular Plan - Growth

ELSS

Very High

30.88%

Kotak ELSS Tax Saver Fund - GrowthKotak ELSS Tax Saver Fund - Growth

ELSS

Very High

29.69%

Canara Robeco ELSS Tax Saver - Regular Plan - IDCWCanara Robeco ELSS Tax Saver - Regular Plan - IDCW

ELSS

Very High

28.68%

Sundaram ELSS Tax Saver Fund - Regular Plan - GrowthSundaram ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

27.14%

PGIM India ELSS Tax Saver Fund - Regular Plan - GrowthPGIM India ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

22.91%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Bank of India ELSS Tax Saver - Regular Plan - GrowthBank of India ELSS Tax Saver - Regular Plan - Growth

ELSS

Very High

24.51%

Nippon India ELSS Tax Saver Fund - GrowthNippon India ELSS Tax Saver Fund - Growth

ELSS

Very High

22.74%

Franklin India ELSS Tax Saver Fund - GrowthFranklin India ELSS Tax Saver Fund - Growth

ELSS

Very High

21.60%

Union ELSS Tax Saver Fund - GrowthUnion ELSS Tax Saver Fund - Growth

ELSS

Very High

19.68%

Baroda BNP Paribas ELSS Tax Saver Fund - Regular Plan - GrowthBaroda BNP Paribas ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

17.78%

Sundaram ELSS Tax Saver Fund - Regular Plan - GrowthSundaram ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

17.37%

Edelweiss ELSS Tax saver Fund - Regular Plan - GrowthEdelweiss ELSS Tax saver Fund - Regular Plan - Growth

ELSS

Very High

16.72%

Canara Robeco ELSS Tax Saver - Regular Plan - IDCWCanara Robeco ELSS Tax Saver - Regular Plan - IDCW

ELSS

Very High

16.38%

PGIM India ELSS Tax Saver Fund - Regular Plan - GrowthPGIM India ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

15.54%

Aditya Birla Sun Life Tax Plan - IDCWAditya Birla Sun Life Tax Plan - IDCW

ELSS

Very High

14.18%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Bandhan ELSS Tax Saver Fund - Regular Plan - GrowthBandhan ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

20.89%

JM ELSS Tax Saver Fund - GrowthJM ELSS Tax Saver Fund - Growth

ELSS

Very High

19.94%

Kotak ELSS Tax Saver Fund - GrowthKotak ELSS Tax Saver Fund - Growth

ELSS

Very High

18.43%

Franklin India ELSS Tax Saver Fund - GrowthFranklin India ELSS Tax Saver Fund - Growth

ELSS

Very High

17.77%

ICICI Prudential ELSS Tax Saver Fund - GrowthICICI Prudential ELSS Tax Saver Fund - Growth

ELSS

Very High

16.91%

UTI ELSS Tax Saver Fund - Regular Plan - IDCWUTI ELSS Tax Saver Fund - Regular Plan - IDCW

ELSS

Very High

16.39%

Taurus ELSS Tax Saver Fund - Regular Plan - GrowthTaurus ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

16.37%

PGIM India ELSS Tax Saver Fund - Regular Plan - GrowthPGIM India ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

16.28%

Quantum ELSS Tax Saver Fund - Growth - Direct PlanQuantum ELSS Tax Saver Fund - Growth - Direct Plan

ELSS

Very High

16.03%

Nippon India ELSS Tax Saver Fund - GrowthNippon India ELSS Tax Saver Fund - Growth

ELSS

Very High

15.31%

Fund Managers

GB

Mr. Gautam BhupalVice President - Investment Management

Over 11 years of experiences in areas of Research and Fund Management.

CG

Ms. Cheenu GuptaFund Manager

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