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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	1.27%
Min subscription	₹ 500

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 189
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	17.75%
Axis Long Term Equity Fund - Direct Plan	500	500	9.8%
ICICI Prudential Long Term Equity Fund ( Tax Saving) - Direct Plan	500	500	12.75%
L&T Tax Advantage Fund - Direct Plan	500	500	9.19%
Aditya Birla Sun Life Tax Relief 96 - Direct Plan	500	500	7.26%
Tata India Tax Savings Fund - Direct Plan	500	500	12.28%
Axis Long Term Equity Fund - Direct Plan	500	500	9.8%
IDFC Tax Advantage (ELSS) Fund - Direct Plan	500	500	17.18%

Top 10 Holdings

Company	Holding Type	Asset(%)
Infosys Ltd	Equity	9
ICICI Bank Ltd	Equity	9
HDFC Bank Ltd	Equity	8
Bajaj Finance Ltd	Equity	5
Larsen & Toubro Ltd	Equity	5
Reliance Industries Ltd	Equity	4
State Bank of India	Equity	4
Axis Bank Ltd	Equity	4
Tata Motors Ltd	Equity	3
Sun Pharmaceuticals Industries Ltd	Equity	3

Asset Allocation(%)

Asset	Percent
Equity	98
Cash	1
Cash - Repurchase Agreement	1

Sector Allocation(%)

Sector	Percent
Financial Services	34
Technology	16
Industrials	12
Consumer Cyclical	9
Healthcare	7

Fund Manager

Gautam Bhupal

2+ 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