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HSBC ELSS Tax saver Fund - Direct Plan

To generate long-term capital growth from a diversified portfolio of predominantly equity and equity-related securities.There is no assurance that the investment objective of the scheme will be realized.

Suitability

This product is suitable for investors who are seeking

• An open-ended equity linked savings scheme

• Long term capital growth

• Investment predominantly in equity and equity-related securities

Fund Info

Scheme Class	Equity
Scheme Category	ELSS (Tax Savings)
Expense Ratio	1.1%
Min subscription	₹ 500

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 4,374
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 ELSS Tax Saver Fund - Direct Plan	500	500	13.14%
Axis ELSS Tax Saver Fund - Direct Plan	500	500	7.32%
ICICI Prudential ELSS Tax Saver Fund - Direct Plan	500	500	12.65%
HSBC ELSS Tax saver Fund - Direct Plan	500	500	16.23%
Aditya Birla Sun Life ELSS Tax Saver - Direct Plan	500	500	9.66%
Tata ELSS Tax Saver Fund - Direct Plan	500	500	14.84%
Axis ELSS Tax Saver Fund - Direct Plan	500	500	7.32%
Bandhan ELSS Tax saver Fund - Direct Plan	500	500	13.31%

Top 10 Holdings

Company	Holding Type	Asset(%)
HDFC Bank Ltd	Equity	4
Reliance Industries Ltd	Equity	4
ICICI Bank Ltd	Equity	3
Infosys Ltd	Equity	3
Larsen & Toubro Ltd	Equity	3
Persistent Systems Ltd	Equity	2
KPIT Technologies Ltd	Equity	2
Power Finance Corp Ltd	Equity	2
Trent Ltd	Equity	2
CG Power & Industrial Solutions Ltd	Equity	2

Asset Allocation(%)

Asset	Percent
Equity	99
Cash - Repurchase Agreement	1
Cash	0

Sector Allocation(%)

Sector	Percent
Financial Services	23
Industrials	22
Consumer Cyclical	16
Technology	11
Basic Materials	6

Fund Manager

Gautam Bhupal

1+ years of experience

Sonal Gupta

3+ years of experience

Abhishek Gupta

0+ 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