HSBC Tax Saver Equity Fund Direct-IDCW
HSBC Tax Saver Equity Fund Direct-IDCW: Mutual Fund Overview
HSBC Tax Saver Equity Fund Direct-IDCW is an ELSS mutual fund with over 13.22 years of performance history. The scheme manages an AUM of ₹243.6 Cr and has a NAV of ₹37.1649. It is rated 'Not Rated' stars by analysts. Investors can begin a SIP with as little as ₹1000.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of 1.64%.
Equity, ELSS, Principal at very high risk
1 Year Return 1.64% at 24 Mar 2026 04:09 PM
Fund Details
NAV 37.1649
Sub-Type ELSS
Rating Not Rated
Min. SIP Amount ₹1000.0
Fund Age(Year) 13.22
Fund Size(in Crores) 243.6
Fund Performance
1 Month -6.45%
3 Month -6.5%
6 Month -6.84%
1 Year 1.64%
3 Year 17.78%
5 Year 16.43%
Know This Fund
As on 24 Mar 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (0%) Market Cap Top Sectors Top Holding
Debt & Others (0%) Sector Allocation Debt Credit Ratings Debt Category
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Regular-Growth Ret 1M -0.37% Ret 1Y 3.47% Ret 3Y 5.02% Ret 5Y 4.06%
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Regular-IDCW Ret 1M -0.37% Ret 1Y 3.47% Ret 3Y 5.02% Ret 5Y 4.06%
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Regular-IDCW Reinvestment Ret 1M -0.37% Ret 1Y 3.47% Ret 3Y 5.02% Ret 5Y 4.06%
Equity, Flexi Cap funds Aditya Birla Sun Life Short Term Fund Regular-Growth Ret 1M -0.18% Ret 1Y 6.33% Ret 3Y 7.17% Ret 5Y 6.2%
Equity, Flexi Cap funds Aditya Birla Sun Life Short Term Fund Regular-IDCW Ret 1M -0.18% Ret 1Y 6.33% Ret 3Y 7.17% Ret 5Y 6.2%
Equity, Flexi Cap funds Aditya Birla Sun Life Short Term Fund Regular-IDCW Quarterly Ret 1M -0.18% Ret 1Y 6.33% Ret 3Y 7.17% Ret 5Y 6.2%
Equity, Flexi Cap funds Aditya Birla Sun Life Short Term Fund Regular-IDCW Reinvestment Ret 1M -0.18% Ret 1Y 6.33% Ret 3Y 7.17% Ret 5Y 6.2%
Equity, Flexi Cap funds Axis Short Duration Fund Regular-Bonus Ret 1M -0.15% Ret 1Y 6.7% Ret 3Y 7.3% Ret 5Y 6.11%
Equity, Flexi Cap funds Axis Short Duration Fund Regular-Growth Ret 1M -0.15% Ret 1Y 6.7% Ret 3Y 7.3% Ret 5Y 6.11%
Equity, Flexi Cap funds Axis Short Duration Fund Regular-IDCW Monthly Payout Ret 1M -0.15% Ret 1Y 6.7% Ret 3Y 7.3% Ret 5Y 6.11%
Equity, Flexi Cap funds Axis Short Duration Fund Regular-IDCW Monthly Reinvestment Ret 1M -0.15% Ret 1Y 6.7% Ret 3Y 7.3% Ret 5Y 6.11%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 1.8%
Exit Load 0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Gautam Bhupal
Education Mr. Bhupal holds a PGDBM and is a CA, CS and B.Com (Hons)
Experience Prior to joining HSBC Mutual Fund he was working with IDFC Asset Management Company Ltd., Motilal Oswal Securities Ltd., Infosys Ltd., Vickers Ballas Securities Ltd., SBC Warburg, UTI Securities Ltd.
Cheenu Gupta
Education Ms. Gupta is CFA Charter holder (USA), PGDBM (Finance) & B.E. (I.T)
Experience Prior to joining HSBC Mutual Fund, she has worked with L&T Mutual Fund, Canara Robeco Mutual Fund, Tata AIA Life Insurance Company as Fund Manager, ING Investment Management as Senior Research Analyst and UTI AMC Ltd. as Research Analyst.
Sonal Gupta
Education Ms. Gupta has done PGDM (IIM Bangalore), CFA and Bachelors in Mechanical Engineering
Experience Prior to joining HSBC Mutual Fund, she has worked with L&T Investment Management Limited and UBS Securities India Private Limited, Fidelity Investments and PWC
Mayank Chaturvedi
Education Chartered Accountant (ICAI) CFA Level 2 (Charlottsville, USA) B.Com (Ahmedabad University)
Experience Prior joining the HSBC AMC, he was associated with Equirus Securities Ltd.
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at very high risk
AMC and Fund details
Rank (total sets) 0
Date of Incorporation 2013-01-01
Total AUM 137331.96
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
Take Your Next Step
HSBC Tax Saver Equity Fund Direct-IDCW FAQs
How to invest in HSBC Tax Saver Equity Fund Direct-IDCW?
Investing in HSBC Tax Saver Equity Fund Direct-IDCW through Motilal Oswal is simple and completely online. You just need to follow the step-by-step process below to get started in a few minutes.
- Log in to your Motilal Oswal account via the app or website
- Go to the Mutual Funds section
- Search for HSBC Tax Saver Equity Fund Direct-IDCW in the search bar
- Select your preferred investment mode – Lumpsum or SIP
- Enter investment details such as amount and linked bank account
- Complete your KYC, if not already done
- Review and confirm details including fund name, plan type, amount, and bank account
- Make the payment using Net Banking, UPI, or other available options
- Receive transaction confirmation via email or SMS
What is the expense ratio of HSBC Tax Saver Equity Fund Direct-IDCW?
The term expense ratio for HSBC Tax Saver Equity Fund Direct-IDCW or any other mutual fund is the annual fee charged by the fund house for managing your investment scheme. The expense ratio of HSBC Tax Saver Equity Fund Direct-IDCW is 1.8% as of 24 Mar 2026.
What is the NAV of HSBC Tax Saver Equity Fund Direct-IDCW?
The NAV of HSBC Tax Saver Equity Fund Direct-IDCW is ₹37.1649 as of 24 Mar 2026.
What is the AUM of HSBC Tax Saver Equity Fund Direct-IDCW?
The AUM (Assets Under Management) of HSBC Tax Saver Equity Fund Direct-IDCW is the total value of assets managed by the fund at a given time, which is updated regularly. The AUM of HSBC Tax Saver Equity Fund Direct-IDCW is ₹243.6 Cr as of 24 Mar 2026.
What is the PE and PB ratio of HSBC Tax Saver Equity Fund Direct-IDCW?
The PE ratio of HSBC Tax Saver Equity Fund Direct-IDCW shows how much investors are paying for the fund's underlying earnings, while the PB ratio indicates how the fund's holdings are valued compared to their book value.
Can I invest in SIP and Lump Sum in HSBC Tax Saver Equity Fund Direct-IDCW?
Yes, you can invest in HSBC Tax Saver Equity Fund Direct-IDCW through both SIP (Systematic Investment Plan) and lump sum options, depending on your investment preference and financial goals.
What is the return of HSBC Tax Saver Equity Fund Direct-IDCW in the last 5 years?
The return of HSBC Tax Saver Equity Fund Direct-IDCW in the last 5 years is 16.43%.
What is the minimum SIP investment required in HSBC Tax Saver Equity Fund Direct-IDCW?
The minimum SIP investment in HSBC Tax Saver Equity Fund Direct-IDCW depends on the fund's scheme rules and usually starts at a small amount. For HSBC Tax Saver Equity Fund Direct-IDCW, the minimum SIP amount is ₹1000.0.
What is the current NAV of HSBC Tax Saver Equity Fund Direct-IDCW?
The NAV of HSBC Tax Saver Equity Fund Direct-IDCW, as of 24 Mar 2026, is ₹37.1649.
Who manages the HSBC Tax Saver Equity Fund Direct-IDCW?
The fund managers responsible for HSBC Tax Saver Equity Fund Direct-IDCW are:
- Gautam Bhupal
- Cheenu Gupta
- Sonal Gupta
- Mayank Chaturvedi