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HSBC Tax Saver Equity Fund - Direct Plan

To provide a reasonable income through a diversified portfolio of fixed income securities such that the Macaulay duration of the portfolio is between 1 year to 3 years. However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved.

Suitability

To create wealth over long term.

• Investment in equity and equity related securities with no capitalization bias

Fund Info

Scheme Class	Equity
Scheme Category	ELSS (Tax Savings)
Expense Ratio	1.6%
Min subscription	₹ 500

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 236
AMC AUM (in Crs.)	₹ 11,054
Min Addition Subscription	₹ 500

Benchmark Type

BSE 200 India TR INR

Exit Load

Units locked in for 3 years, No exit load

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y	Fund Size(Cr.)
Mirae Asset ELSS Tax Saver Fund - Direct Plan	500	500	20.61%	23945.24
Axis ELSS Tax Saver Fund - Direct Plan	500	500	17.74%	38278.4
ICICI Prudential ELSS Tax Saver Fund - Direct Plan	500	500	20.75%	14563.56
HSBC ELSS Tax saver Fund - Direct Plan	500	500	24.55%	4373.63
Aditya Birla Sun Life ELSS Tax Saver - Direct Plan	500	500	17.72%	14461.85
Tata ELSS Tax Saver Fund - Direct Plan	500	500	21.21%	4722.04
Axis ELSS Tax Saver Fund - Direct Plan	500	500	17.74%	38278.4
Bandhan ELSS Tax saver Fund - Direct Plan	500	500	20.51%	6596.51

Top 10 Holdings

Company	Holding Type	Asset(%)
ICICI Bank Ltd	Equity	7
Infosys Ltd	Equity	7
HDFC Bank Ltd	Equity	6
Dixon Technologies (India) Ltd	Equity	5
Multi Commodity Exchange of India Ltd	Equity	4
Reliance Industries Ltd	Equity	4
Amber Enterprises India Ltd Ordinary Shares	Equity	4
Bharti Airtel Ltd	Equity	4
PB Fintech Ltd	Equity	3
State Bank of India	Equity	3

Asset Allocation(%)

Asset	Percent
Equity	99
Cash - Repurchase Agreement	2
Cash	0

Sector Allocation(%)

Sector	Percent
Financial Services	31
Technology	14
Consumer Cyclical	13
Healthcare	12
Industrials	9

Fund Manager

Gautam Bhupal

5+ years of experience

Sonal Gupta

0+ years of experience

HSBC Mutual Fund

AUM₹11,054 Cr

About

HSBC Mutual Fund, established in May 2002, has an asset under management of Rs. 10621.84 crore as of June 2018.##The asset management company believes in providing well-engineered products to its customers and they also target on developing an adequate solution base for their client.##The motto of the company is to connect customers to companies, so that their investor community may prosper. HSBC claims to work in a goal oriented format to bring about the best possible financial services to its investors. In this regard, HSBC offers a wide array of mutual funds across various categories so that may appeal to investors irrespective of their risk appetite, investment duration and even salary.##With a global presence in 26 locations, HSBC aims to bring about the best possible investment service to retail investors.

Phone

1800 200 2434

Address

Standard Chartered Bank - India, Mumbai -

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment DurationYears6Months0

Investment Amount₹ 10000

Return Amount₹ 4185

Return Rate6 %

Duration6y 0m