Hsbc Tax Saver Equity Fund Idcw Direct Plan

Risk: Very High
₹ 38.39
NAV (Jul 25,2024)

Introducing the HSBC Tax Saver Equity Fund - IDCW - Direct Plan, a smart investment option to save on taxes while growing your wealth. With an expense ratio of 1.6 and a lock-in period of 3 years, this fund provides investors with an opportunity to earn attractive returns. The scheme has a minimum investment requirement of INR 500 and was established on January 1, 2013. With a Price-to-Earnings (PE) ratio of 44.93 and Price-to-Book (PB) ratio of 7.43, this fund offers a promising investment avenue.

Hsbc Tax Saver Equity Fund Idcw Direct Plan Latest Trend

  • 1M
  • 2M
  • 3M

Hsbc Tax Saver Equity Fund Idcw Direct Plan 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

    0.31

Fund Overview

Expense ratio
UM_URBAN_MONEY

1.60%

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 Jul 27, 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 %)

₹ 10,000₹ 11,123.76 (11.24%)₹ 12,049.25 (20.49%)₹ 14,116.47 (41.16%)₹ 17,527.13 (75.27%)₹ 25,685.27 (156.85%)
₹ 30,000₹ 33,371.28 (11.24%)₹ 36,147.75 (20.49%)₹ 42,349.41 (41.16%)₹ 52,581.39 (75.27%)₹ 77,055.81 (156.85%)
₹ 50,000₹ 55,618.8 (11.24%)₹ 60,246.25 (20.49%)₹ 70,582.35 (41.16%)₹ 87,635.65 (75.27%)₹ 1,28,426.35 (156.85%)
₹ 80,000₹ 88,990.08 (11.24%)₹ 96,394 (20.49%)₹ 1,12,931.76 (41.16%)₹ 1,40,217.04 (75.27%)₹ 2,05,482.16 (156.85%)
₹ 1,00,000₹ 1,11,237.6 (11.24%)₹ 1,20,492.5 (20.49%)₹ 1,41,164.7 (41.16%)₹ 1,75,271.3 (75.27%)₹ 2,56,852.7 (156.85%)

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)

Motilal Oswal ELSS Tax Saver Fund - Regular Plan - GrowthMotilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

26.16%

Quant ELSS Tax Saver Fund - GrowthQuant ELSS Tax Saver Fund - Growth

ELSS

Very High

22.66%

WhiteOak Capital ELSS Tax Saver Fund - Regular Plan - GrowthWhiteOak Capital ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

20.33%

Invesco India ELSS Tax Saver Fund - GrowthInvesco India ELSS Tax Saver Fund - Growth

ELSS

Very High

19.93%

DSP ELSS Tax Saver Fund - Regular Plan - GrowthDSP ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

19.93%

Groww ELSS Tax Saver Fund - Regular Plan - GrowthGroww ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

16.98%

Navi ELSS Tax Saver Fund - Regular Plan - GrowthNavi ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

16.63%

Mahindra Manulife ELSS Tax Saver Fund - Regular Plan - GrowthMahindra Manulife ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

14.50%

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

ELSS

Very High

14.22%

Tata ELSS Tax Saver Fund - Regular Plan - IDCW PayTata ELSS Tax Saver Fund - Regular Plan - IDCW Pay

ELSS

Very High

13.78%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Quant ELSS Tax Saver Fund - GrowthQuant ELSS Tax Saver Fund - Growth

ELSS

Very High

54.37%

Motilal Oswal ELSS Tax Saver Fund - Regular Plan - GrowthMotilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

46.30%

ITI ELSS Tax Saver Fund - Regular Plan - GrowthITI ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

46.21%

Shriram ELSS Tax Saver Fund - Regular Plan - GrowthShriram ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

39.67%

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

ELSS

Very High

37.02%

DSP ELSS Tax Saver Fund - Regular Plan - GrowthDSP ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

36.54%

Groww ELSS Tax Saver Fund - Regular Plan - GrowthGroww ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

36.39%

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

ELSS

Very High

29.69%

Tata ELSS Tax Saver Fund - Regular Plan - IDCW PayTata ELSS Tax Saver Fund - Regular Plan - IDCW Pay

ELSS

Very High

28.69%

Navi ELSS Tax Saver Fund - Regular Plan - GrowthNavi ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

28.19%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

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%

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

ELSS

Very High

19.84%

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

ELSS

Very High

19.80%

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

ELSS

Very High

19.68%

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

ELSS

Very High

18.68%

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

ELSS

Very High

17.64%

Invesco India ELSS Tax Saver Fund - GrowthInvesco India ELSS Tax Saver Fund - Growth

ELSS

Very High

16.76%

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

ELSS

Very High

14.89%

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

ELSS

Very High

14.18%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

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

ELSS

Very High

19.94%

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

ELSS

Very High

19.19%

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

ELSS

Very High

19.17%

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%

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

ELSS

Very High

15.31%

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

ELSS

Very High

3.41%

Show all Funds

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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FAQ's

What is the risk level associated with the HSBC Tax Saver Equity Fund - IDCW - Direct Plan?

The HSBC Tax Saver Equity Fund - IDCW - Direct Plan is a very high-risk mutual fund.

What is the current NAV (Net Asset Value) of the HSBC Tax Saver Equity Fund - IDCW - Direct Plan as of Jul 25,2024?

The current NAV of the HSBC Tax Saver Equity Fund - IDCW - Direct Plan as of Jul 25,2024 is INR 38.39.

What are the returns generated by the HSBC Tax Saver Equity Fund - IDCW - Direct Plan over the past 1, 3, and 5 years?

The HSBC Tax Saver Equity Fund - IDCW - Direct Plan has experienced returns of 36.96% over 1 year, 19.04% over 3 years, and 17.79% over 5 years.

What is the expense ratio associated with the HSBC Tax Saver Equity Fund - IDCW - Direct Plan?

The HSBC Tax Saver Equity Fund - IDCW - Direct Plan has a low expense ratio of 1.6%.

What is the minimum investment amount required for the HSBC Tax Saver Equity Fund - IDCW - Direct Plan?

The HSBC Tax Saver Equity Fund - IDCW - Direct Plan has a minimum investment requirement of INR 500.

Is there a systematic investment plan (SIP) available for the HSBC Tax Saver Equity Fund - IDCW - Direct Plan?

Yes, the HSBC Tax Saver Equity Fund - IDCW - Direct Plan offers SIP with a minimum investment of INR 500 per month.

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