HSBC Tax Saver Equity Fund - Direct Plan

Scheme Type
Open-ended
Scheme Category
Tax Planning
Benchmark Type
S&P BSE 200
Scheme AUM (in Crs.)
₹ 162.83
Expense Ratio
1.69%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 11928
Min Subscription
₹ 500
Min Addition Subscription
₹ 500
Performance
Comparison
Portfolio
Details
Analysis
35.804
(0.22 %)
NAV as on 2018-11-16
Returns
Fund
HSBC Tax Saver Equity Fund - Direct Plan
1 Year
-8.56%
3 Year
10.41%
5 Year
16.51%
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
16, V N Road, Fort, Mumbai 400001
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
N.A.
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
Objective
The scheme 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.
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
5,852
Portfolio Value
-148
Total Returns