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
36.9434
(0.5 %)
NAV as on 2019-01-15
Returns
Fund
HSBC Tax Saver Equity Fund Direct
1 Year
-11.31%
3 Year
13.76%
5 Year
16.1%
AMC Details
amc launch date
Launch Date
27 May 2002
amc sponsor
Sponsor
NA
amc email
Email
hsbcmf@hsbc.co.in
amc phone
Phone
022 - 66145000
amc address
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?
0.5 Yrs
1,000
Investment per month for 0.5 Years
5,805
Portfolio Value
-195
Total Returns