HSBC Tax Saver Equity Fund Direct
Scheme Type
Open-ended
Scheme Category
ELSS (Tax Savings)
Benchmark Type
S&P BSE 200
Scheme AUM (in Crs.)
₹ 149.37
Expense Ratio
1.97%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 10707
Min Subscription
₹ 500
Min Addition Subscription
₹ 500
Performance
Comparison
Portfolio
Details
Analysis
AMC Details
Launch Date
27 May 2002
Sponsor
NA
Email
hsbcmf@hsbc.co.in
Phone
022 - 66145000
Address
317, D.N. Road,Fort,, Mumbai - 400 001
Tax Implications
Short Term Capital Gain (Holding period < 12months):
17.16% - 17.94%
(15% + Surcharge @ 10%-15% + 4% Health & Education Cess.)
Long Term Capital Gain:
10% without indexation & without foreign currency conversion benefit + Surcharge @10%-15% + 4% Health & Education Cess
Taxation on Dividends:
10%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
Moderately High
Exit Load
No Exit load, if redeemed after 0 years.
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
Objective
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
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
₹1,000
Investment per month for 0.5 Years
₹5,789
Portfolio Value
₹-211
Total Returns
Get the mobile app on your iOS/Android Device
Mutual Fund House
SBI Mutual Fund
L&T Mutual Fund
Axis Mutual Fund
UTI Mutual Fund
LIC Mutual Fund
TATA Mutual Fund
IDFC Mutual Fund
PPFAS Mutual Fund
IDBI Mutual Fund
Quantum Mutual Fund
HDFC Mutual Fund
Invesco Mutual Fund
Union Mutual Fund
HSBC Mutual Fund
Kotak Mutual Fund
Mirae Asset Mutual Fund
Essel Finance Mutual Fund
Franklin Mutual Fund
Mutual Funds investments are subject to market risks, read all scheme related documents carefully.