HSBC Tax Saver Equity Fund Direct
Aims to provide long term capital appreciation by investing in a diversified portfolio of equity & equity related instruments of companies across various sectors and industries, with no capitalisation bias. The Fund may also invest
in fixed income securities.
Suitability
To create wealth over long term.
• Investment in equity and equity related securities with no capitalization bias
Fund Info
Scheme Type
Open-ended
Scheme Category
ELSS (Tax Savings)
Benchmark Type
S&P BSE 200
Scheme AUM (in Crs.)
₹ 155.28
Expense Ratio
2.01%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 10707
Min Subscription
₹ 500
Min Addition Subscription
₹ 500
Fund Info
| Scheme Type | Open-ended |
|---|---|
| Scheme Category | ELSS (Tax Savings) |
| Benchmark Type | S&P BSE 200 |
| Scheme AUM (in Crs.) | ₹ 155.28 |
| Expense Ratio | 2.01% |
| Scheme Class | Equity |
| AMC AUM (in Crs.) | ₹ 10707 |
| Min Subscription | ₹ 500 |
| Min Addition Subscription | ₹ 500 |
Performance
Comparison
Portfolio
AMC Details
Peer Comparison
Fund
Min SIP Inv.
Min Inv.
Returns 3Y
Fund Size(Cr.)
Top 10 Holdings
Company
Holding Type
Asset(%)
HDFC Bank Ltd.
Equity
9.84
ICICI Bank Ltd.
Equity
9.11
Indusind Bank Ltd.
Equity
6.29
Maruti Suzuki India Ltd.
Equity
5.47
Infosys Ltd.
Equity
4.51
Larsen & Toubro Ltd.
Equity
3.84
Vedanta Ltd.
Equity
3.73
NCL Industries Ltd.
Equity
3.16
ITC Ltd.
Equity
3.12
Mahindra & Mahindra Ltd.
Equity
3.09
Sector Allocation(%)
Sector
Percent
FMCG
6.97
Services
5.75
Financial
34.52
Automobile
12.35
Construction
11.78
HSBC Mutual Fund
AUM
₹10,707 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.
Launch Date
27 May 2002
Sponsor
NA
Email
hsbcmf@hsbc.co.in
Phone
1800 200 2434
Address
317, D.N. Road,Fort,, Mumbai - 400 001
HSBC Mutual Fund
Quick Links
Calculate Returns
LUMPSUM
SIP
Investment Amount
₹10,000
Return Amount
₹4,185
Return Rate
6%
Duration
6y 0m
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