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 Class | Equity |
| Scheme Category | ELSS (Tax Savings) |
| Benchmark Type | S&P BSE 200 |
| Expense Ratio | 1.7% |
| Min subscription | ₹ 500 |
| Scheme Type | Open-ended |
| Scheme AUM (in Crs.) | ₹ 156 |
| AMC AUM (in Crs.) | ₹ 11,054 |
| Min Addition Subscription | ₹ 500 |
Performance
Comparison
Portfolio
AMC Details
Building Graph
Peer Comparison
| Fund | Min SIP Inv. | Min Inv. | Returns 3Y |
|---|---|---|---|
| 500 | 500 | 17.68% | |
| 500 | 500 | 9.74% | |
| 500 | 500 | 11.6% | |
| 500 | 500 | 9.84% | |
| 500 | 500 | 12.39% | |
ICICI Prudential Long Term Equity Fund (Tax Saving) Direct Plan | 500 | 500 | 9.66% |
| 500 | 500 | 9.17% | |
| 500 | 500 | 9.84% | |
| 500 | 500 | 12.17% | |
| 500 | 500 | 12.39% | |
| 500 | 500 | 11.6% | |
| 1000 | 1000 | 10.96% | |
| 500 | 500 | 8.54% | |
| 1000 | 1000 | 12.69% | |
| 1000 | 1000 | 8.31% | |
| 1000 | 1000 | 7.52% | |
| 1000 | 1000 | 11.29% | |
| 1000 | 1000 | 12.22% | |
| 1000 | 1000 | 9.57% |
Top 10 Holdings
| Company | Holding Type | Asset(%) |
|---|---|---|
| ICICI Bank Ltd | Equity | 10 |
| HDFC Bank Ltd | Equity | 9 |
| Axis Bank Ltd | Equity | 6 |
| Infosys Ltd | Equity | 5 |
| IndusInd Bank Ltd | Equity | 4 |
| Maruti Suzuki India Ltd | Equity | 4 |
| Vedanta Ltd | Equity | 3 |
| ACC Ltd | Equity | 3 |
| NCL Industries Ltd | Equity | 3 |
| The Federal Bank Ltd | Equity | 3 |
Asset Allocation(%)
| Asset | Percent |
|---|---|
| Equity | 97 |
| Cash | 3 |
Sector Allocation(%)
| Sector | Percent |
|---|---|
| Banks - Regional - Asia | 34 |
| Building Materials | 11 |
| Rubber & Plastics | 5 |
| Auto Manufacturers | 5 |
| Information Technology Services | 5 |
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.
Email
hsbcmf@hsbc.co.in
Phone
1800 200 2434
Address
16, V N Road, Fort, Mumbai 400 001, Mumbai - 400 001
HSBC Mutual Fund
Calculate Returns
LUMPSUM
SIP
Investment Amount
₹10,000
Return Amount
₹4,185
Return Rate
6%
Duration
6y 0m
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