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HSBC ELSS Tax saver Fund - Regular Growth

Category: Equity: ELSS Launch Date: 01-01-2013
AUM:

₹ 3,888.63 Cr

Expense Ratio

1.91%

Benchmark

NIFTY 500 TRI

ISIN

INF677K01064

Minimum Investment

500.0

Minimum Topup

500.0

Minimum SIP Amount

1000

Fund Manager

Gautam Bhupal, Abhishek Gupta, Sonal Gupta

Fund Performance 1Y (%) 3Y (%) 5Y (%)
HSBC ELSS Tax saver Fund - Regular Growth 39.31 19.19 17.5
NIFTY 500 TRI 35.04 19.63 18.84
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%

Overview

NAV
115.0411
Last change
1.72 (1.4932%)
Fund Size (AUM)
₹ 3,888.63 Cr
Performance
14.35% (Inception)

Asset Allocation

Equity

Debt

Others

Nav Movement

Investment Objective

The scheme aims to generate long-term capital growth from a diversified portfolio of predominantly equity and equity-related securities.

Fund Manager
Gautam Bhupal, Abhishek Gupta, Sonal Gupta
Riskometer
Very High

Top 10 Holdings

Company Holdings (%)
HDFC Bank Ltd. 4.54
Reliance Industries Ltd. 4.06
Larsen & Toubro Ltd. 3.68
ICICI Bank Ltd. 3.42
KPIT Technologies Ltd. 2.54
Infosys Ltd. 2.27
Trent Ltd. 2.26
Zomato Ltd. 2.12
CG Power and Industrial Solutions Ltd. 2.06
Persistent Systems Ltd. 2.03

Sector Allocation

Sector Holdings (%)
Financial 22.38
Capital Goods 17.86
Construction 9.58
Energy 8.02
Technology 7.97
Services 7.2
Consumer Discretionary 6.04
Automobile 5.92
Healthcare 4.86
Metals & Mining 3.93

Peer Comparison

Scheme Name 5Y (%)
HSBC ELSS Tax saver Fund Reg Growth 17.5
Quant ELSS Tax Saver Gr 33.21
SBI Long Term Equity Reg Gr 22.85
Motilal Oswal ELSS Tax Saver Fund Reg Gr 21.61
BANK OF INDIA ELSS Tax Saver Reg Gr 26.68
ITI ELSS Tax Saver Reg Gr 0.0
JM ELSS Tax Saver Fund Gr 21.69
HDFC ELSS Tax saver Gr 18.8
Franklin India ELSS Tax Saver Gr 18.67
Nippon India Tax Saver (ELSS) Gr Gr 16.53