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HSBC Tax Saver Equity Fund - Direct Plan

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)
Expense Ratio	1.28%
Min subscription	₹ 500

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 195
AMC AUM (in Crs.)	₹ 11,054
Min Addition Subscription	₹ 500

Benchmark Type

S&P 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
Mirae Asset Tax Saver Fund - Direct Plan	500	500	21.74%
Axis Long Term Equity Fund - Direct Plan	500	500	12.66%
ICICI Prudential Long Term Equity Fund ( Tax Saving) - Direct Plan	500	500	18.71%
HSBC ELSS Fund - Direct Plan	500	500	14.52%
Aditya Birla Sun Life Tax Relief 96 - Direct Plan	500	500	10.35%
Tata India Tax Savings Fund - Direct Plan	500	500	18.87%
Axis Long Term Equity Fund - Direct Plan	500	500	12.66%
IDFC Tax Advantage (ELSS) Fund - Direct Plan	500	500	25.53%

Top 10 Holdings

Company	Holding Type	Asset(%)
ICICI Bank Ltd	Equity	9
HDFC Bank Ltd	Equity	8
Infosys Ltd	Equity	7
Reliance Industries Ltd	Equity	6
Larsen & Toubro Ltd	Equity	4
State Bank of India	Equity	4
Bajaj Finance Ltd	Equity	4
Sun Pharmaceuticals Industries Ltd	Equity	3
Axis Bank Ltd	Equity	3
Hindustan Unilever Ltd	Equity	3

Asset Allocation(%)

Asset	Percent
Equity	97
Cash - Repurchase Agreement	2
Cash	1

Sector Allocation(%)

Sector	Percent
Financial Services	35
Technology	13
Consumer Cyclical	12
Industrials	9
Healthcare	8

Fund Manager

Gautam Bhupal

3+ 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

6th Floor, Brindavan, Plot No 177, CST Road, Kalina, Santacruz (E), Mumbai - 400098

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment DurationYears6Months0

Investment Amount₹ 10000

Return Amount₹ 4185

Return Rate6 %

Duration6y 0m