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.)
₹ 155.6
Expense Ratio
1.7%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 11054
Min Subscription
₹ 500
Min Addition Subscription
₹ 500
Performance
Comparison
Portfolio
AMC Details
Building Graph
Peer Comparison
Fund
Min SIP Inv.
Min Inv.
Returns 3Y
Fund Size(Cr.)
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(%)
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
Quick Links