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HSBC Tax Saver Equity Fund-Growth
Equity, ELSS, Principal at very high risk
1 Year Return 0.88%
Fund Details
NAV 89.8495
Sub-Type ELSS
Rating Not Rated
Min. SIP Amount 1000.0
Fund Age(Year) 19.12
Fund Size 243.6
Fund Performance
1 Month -6.51%
3 Month -6.67%
6 Month -7.17%
1 Year 0.88%
3 Year 16.74%
5 Year 15.23%
Comparison with same funds
Equity, Flexi Cap funds 360 ONE ELSS Tax Saver Nifty 50 Index Fund Regular - Growth Ret 1M 0.13% Ret 1Y 12.64% Ret 3Y 13.34% Ret 5Y 0%
Equity, Flexi Cap funds 360 ONE ELSS Tax Saver Nifty 50 Index Fund Regular - IDCW Ret 1M 0.13% Ret 1Y 12.64% Ret 3Y 13.34% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life ELSS Tax Saver Regular-Growth Ret 1M 0.45% Ret 1Y 18.0% Ret 3Y 16.07% Ret 5Y 9.52%
Equity, Flexi Cap funds Aditya Birla Sun Life ELSS Tax Saver Regular-IDCW Ret 1M 0.45% Ret 1Y 18.0% Ret 3Y 16.07% Ret 5Y 9.52%
Equity, Flexi Cap funds Aditya Birla Sun Life ELSS Tax Saver Regular-IDCW Reinvestment Ret 1M 0.45% Ret 1Y 18.0% Ret 3Y 16.07% Ret 5Y 9.52%
Equity, Flexi Cap funds Axis ELSS Tax Saver Fund-Growth Ret 1M 1.25% Ret 1Y 11.12% Ret 3Y 15.41% Ret 5Y 9.03%
Equity, Flexi Cap funds Axis ELSS Tax Saver Fund-IDCW Payout Ret 1M 1.25% Ret 1Y 11.12% Ret 3Y 15.41% Ret 5Y 9.03%
Equity, Flexi Cap funds Axis ELSS Tax Saver Fund-IDCW Reinvestment Ret 1M 1.25% Ret 1Y 11.12% Ret 3Y 15.41% Ret 5Y 9.03%
Equity, Flexi Cap funds Bajaj Finserv ELSS Tax Saver Fund Regular-Growth Ret 1M 0.71% Ret 1Y 12.61% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bajaj Finserv ELSS Tax Saver Fund Regular-IDCW Ret 1M 0.71% Ret 1Y 12.61% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bandhan ELSS Tax Saver Fund Regular-Growth Ret 1M 1.08% Ret 1Y 13.79% Ret 3Y 15.88% Ret 5Y 15.68%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 2.5%
Exit Load 0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
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.
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
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.
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) 0
Date of Incorporation 2007-01-05
Total AUM 2026-01-31
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.
Know This Fund
As on 18 Feb 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (94.29%) Market Cap Small Cap 28.59 Large Cap 46.59 Mid Cap 19.11 Top Sectors Financial 22.93 Services 12.87 Healthcare 11.05 Capital Goods 8.96 Consumer Discretionary 5.91 Technology 5.1 Construction 4.89 Energy 4.85 Automobile 4.7 Communication 4.52 Consumer Staples 3.93 Textiles 2.1 Chemicals 1.76 Materials 0.72 Top Holding Global Health 0.58 Kei Industries 3 Kalyan Jewellers India 1.18 Reliance Industries 4.85 Kajaria Ceramics 0.72 Epigral 0.87 Bharat Electronics 0.82 Kirloskar Pneumatic 0.81 Infosys 4.14 Bharti Airtel 4.52 Kotak Mahindra Bank 1.41 Gokaldas Exports 0.79 Laxmi Dental 0.73 Prudent Corporate Advisory Services 2.81 PB Fintech 3.01 Eternal 1.14 Swiggy 1.74 PNC Infratech 0.53 Lupin 1.65 Amber Enterprises India 2.19 Motherson Wiring 1.14 GE Vernova T&D 1.03 Entero Healthcare Solutions 0.9 Gujarat Fluorochemicals 0.89 Dixon Technologies (India) 2.32 Radico Khaitan 1.77 TVS Motor Company - Pref. Shares 0.04 Indo Count Industries 0.92 Sun Pharmaceutical Industries 2.15 MCX 6.04 CCL Products 1.16 HDFC Bank 5.64 Godrej Consumer 1 DLF 1.17 Poly Medicure 1 Axis Bank 2.73 State Bank of India 3.46 TVS Motor Company 3.52 ICICI Bank 6.88 Titan Company 2.54 PVR Inox 0.94 Divi's Laboratories 0.51 Larsen & Toubro 1.52 The Phoenix Mills 1.67 KPIT Technologies 0.96 Wockhardt 2.14 Ganesha Ecosphere 0.39 Mankind Pharma 0.85 KEC International 0.98 Vijaya Diagnostic Centre 0.54
Debt & Others (5.71%) Sector Allocation Repo 6.13 Net Payables -0.42 Debt Credit Ratings Debt Category Others 5.71
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