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HSBC Tax Saver Equity Fund - Growth

Category: Equity: ELSS Launch Date: 05-01-2007
AUM:

₹ 229.39 Cr

Expense Ratio

2.47%

Benchmark

NIFTY 500 TRI

ISIN

INF336L01BA4

Minimum Investment

500.0

Minimum Topup

500.0

Minimum SIP Amount

1000

Fund Manager

Gautam Bhupal, Cheenu Gupta

Fund Performance 1Y (%) 3Y (%) 5Y (%)
HSBC Tax Saver Equity Fund - Growth 37.2 19.69 17.29
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
77.653
Last change
0.38 (0.4855%)
Fund Size (AUM)
₹ 229.39 Cr
Performance
12.53% (Inception)

Asset Allocation

Equity

Debt

Others

Nav Movement

Investment Objective

The scheme aims to provide long term capital appreciation by investing in a diversifiedportfolio of equity & equity related instruments of companies across various sectors and industries, with no capitalisation bias.

Fund Manager
Gautam Bhupal, Cheenu Gupta
Riskometer
Very High

Top 10 Holdings

Company Holdings (%)
ICICI Bank Ltd. 6.26
Infosys Ltd. 5.08
Reliance Industries Ltd. 4.81
Larsen & Toubro Ltd. 4.78
Axis Bank Ltd. 4.3
Kei Industries Ltd. 4.18
HDFC Bank Ltd. 3.89
Multi Commodity Exchange Of India Ltd. 3.31
The Phoenix Mills Ltd. 3.28
Dixon Technologies (India) Ltd. 3.27

Sector Allocation

Sector Holdings (%)
Financial 22.13
Construction 12.6
Capital Goods 10.81
Services 10.41
Healthcare 9.55
Technology 7.23
Consumer Discretionary 6.17
Energy 4.81
Automobile 4.0
Consumer Staples 2.83

Peer Comparison

Scheme Name 5Y (%)
HSBC Tax Saver Equity Gr 17.29
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