HSBC ELSS Tax saver Fund Direct-Growth
Equity, ELSS, Principal at very high risk
1 Year Return 2.29% at 08 Jun 2026 12:42 PM
HSBC ELSS Tax saver Fund Direct-Growth: Mutual Fund Overview
HSBC ELSS Tax saver Fund Direct-Growth is an ELSS mutual fund with over 13.43 years of performance history. The scheme manages an AUM of ₹3938.6 Cr and has a NAV of ₹148.2341. It is rated '4' stars by analysts. Investors can begin a SIP with as little as ₹500.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of 2.29%.
Fund Details
NAV 148.2341
Sub-Type ELSS
Rating 4
Min. SIP Amount ₹500.0
Fund Age(Year) 13.43
Fund Size(in Crores) 3938.6
Fund Performance
1 Month 0.36%
3 Month 3.18%
6 Month -0.35%
1 Year 2.29%
3 Year 17.32%
5 Year 14.34%
Know This Fund
As on 08 Jun 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 Consumption Fund Regular-Growth Ret 1M -3.16% Ret 1Y -7.78% Ret 3Y 9.09% Ret 5Y 10.49%
Equity, Flexi Cap funds Aditya Birla Sun Life Consumption Fund Regular-IDCW Ret 1M -3.16% Ret 1Y -7.78% Ret 3Y 9.09% Ret 5Y 10.49%
Equity, Flexi Cap funds Aditya Birla Sun Life Consumption Fund Regular-IDCW Reinvestment Ret 1M -3.16% Ret 1Y -7.78% Ret 3Y 9.09% Ret 5Y 10.49%
Equity, Flexi Cap funds Axis Consumption Fund Regular-Growth Ret 1M -1.57% Ret 1Y -5.41% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Consumption Fund Regular-IDCW Payout Ret 1M -1.57% Ret 1Y -5.41% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Consumption Fund Regular-IDCW Reinvestment Ret 1M -1.57% Ret 1Y -5.41% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bajaj Finserv Consumption Fund Regular-Growth Ret 1M -0.88% Ret 1Y -8.08% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bajaj Finserv Consumption Fund Regular-IDCW Payout Ret 1M -0.88% Ret 1Y -8.08% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bajaj Finserv Consumption Fund Regular-IDCW Reinvestment Ret 1M -0.88% Ret 1Y -8.08% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bank of India Consumption Fund Regular-Growth Ret 1M -2.19% Ret 1Y -1.53% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bank of India Consumption Fund Regular-IDCW Payout Ret 1M -2.19% Ret 1Y -1.53% Ret 3Y 0% Ret 5Y 0%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 1.14%
Exit Load 0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
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
Abhishek Gupta
Education Mr. Gupta is a B. Com., PGDM (Finance) CFA (Investments)
Experience Prior to joining HSBC Mutual Fund, he has worked with Edelweiss Asset Management Limited, Goldman Sachs, Baer Capital and Deutsche Asset Management.
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.
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.
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) 3
Date of Incorporation 2013-01-01
Total AUM 140597.86
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 ELSS Tax saver Fund Direct-Growth FAQs
How to invest in HSBC ELSS Tax saver Fund Direct-Growth?
Investing in HSBC ELSS Tax saver Fund Direct-Growth 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 ELSS Tax saver Fund Direct-Growth 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 ELSS Tax saver Fund Direct-Growth?
The term expense ratio for HSBC ELSS Tax saver Fund Direct-Growth or any other mutual fund is the annual fee charged by the fund house for managing your investment scheme. The expense ratio of HSBC ELSS Tax saver Fund Direct-Growth is 1.14% as of 08 Jun 2026.
What is the NAV of HSBC ELSS Tax saver Fund Direct-Growth?
The NAV of HSBC ELSS Tax saver Fund Direct-Growth is ₹148.2341 as of 08 Jun 2026.
What is the AUM of HSBC ELSS Tax saver Fund Direct-Growth?
The AUM (Assets Under Management) of HSBC ELSS Tax saver Fund Direct-Growth is the total value of assets managed by the fund at a given time, which is updated regularly. The AUM of HSBC ELSS Tax saver Fund Direct-Growth is ₹3938.6 Cr as of 08 Jun 2026.
What is the PE and PB ratio of HSBC ELSS Tax saver Fund Direct-Growth?
The PE ratio of HSBC ELSS Tax saver Fund Direct-Growth 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 ELSS Tax saver Fund Direct-Growth?
Yes, you can invest in HSBC ELSS Tax saver Fund Direct-Growth through both SIP (Systematic Investment Plan) and lump sum options, depending on your investment preference and financial goals.
What is the return of HSBC ELSS Tax saver Fund Direct-Growth in the last 5 years?
The return of HSBC ELSS Tax saver Fund Direct-Growth in the last 5 years is 14.34%.
What is the minimum SIP investment required in HSBC ELSS Tax saver Fund Direct-Growth?
The minimum SIP investment in HSBC ELSS Tax saver Fund Direct-Growth depends on the fund's scheme rules and usually starts at a small amount. For HSBC ELSS Tax saver Fund Direct-Growth, the minimum SIP amount is ₹500.0.
What is the current NAV of HSBC ELSS Tax saver Fund Direct-Growth?
The NAV of HSBC ELSS Tax saver Fund Direct-Growth, as of 08 Jun 2026, is ₹148.2341.
Who manages the HSBC ELSS Tax saver Fund Direct-Growth?
The fund managers responsible for HSBC ELSS Tax saver Fund Direct-Growth are:
- Sonal Gupta
- Abhishek Gupta
- Mayank Chaturvedi
- Gautam Bhupal