HSBC ELSS Tax saver Fund Growth
- ELSS (Tax Savings)
- Equity
- Very High Risk
Explore On
Rating:
3
Key Metrics
Aum
₹3,561.32 Cr
Expense Ratio
1.94%
Exit Load
0.00%
Min. Investment
₹500.00
Min. SIP
₹500.00
Launch Date
27 Feb 2006
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | +3.71% | -- |
| 3 Months | -1.63% | -- |
| 6 Months | -1.23% | -- |
| 1 Year | +10.39% | +10.39% |
| 2 Years | -- | +9.34% |
| 3 Years | +64.28% | +17.99% |
| 5 Years | +97.41% | +14.57% |
| Since Launch | +1253.43% | +13.77% |
Holdings as on 12 May 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| ICICI Bank | 139.35 | 3.91 |
| HDFC Bank | 136.82 | 3.84 |
| Reliance Industries | 127.92 | 3.59 |
| Larsen & Toubro Ltd | 94.58 | 2.66 |
| Shriram Finance | 91.24 | 2.56 |
| Infosys | 89.61 | 2.52 |
| Avalon Technologies | 84.89 | 2.38 |
| State Bank of India | 83.80 | 2.35 |
| Bharti Airtel | 83.24 | 2.34 |
| GE Vernova T&D India | 76.45 | 2.15 |
Morning Star Rating
Rating:
3
Risk
Return
Risk & Volitility
0.72
Sharpe Ratio
16.60%
Std. Deviation
4.63%
Tracking Error
-3.40%
Alpha
0.99
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| Motilal Oswal ELSS Tax Saver Fund Regular Plan Growth | +20.94% | +24.79% | +19.81% |
| HSBC ELSS Tax saver Fund Growth | +10.39% | +17.99% | +14.57% |
| Tata ELSS Fund Regular Growth | +8.57% | +15.11% | +13.95% |
| Invesco India ELSS Tax Saver Fund Growth | +0.93% | +13.88% | +11.47% |
| UTI ELSS Tax Saver Fund - Regular Plan - Growth | +1.51% | +11.49% | +10.4% |
Results are calculated on CAGR basis
About Fund
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.
The HSBC ELSS Tax saver Fund Growth has an AUM of 3561.32 crores & has delivered CAGR of 14.57 in the last 5 years. The fund has an exit load of 0.00% and an expense ratio of 1.94%. The minimum investment in HSBC ELSS Tax saver Fund Growth is Rs 500 and the minimum SIP is Rs 500.
As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.
The fund has a present cash holding of %. The top holdings of the fund include ICICI Bank, HDFC Bank, Reliance Industries, Larsen & Toubro Ltd.
The major sectors where the fund is invested are Regional Banks, Electronic Instr. & Controls, Software & Programming, Consumer Financial Services.
Some of the similar funds are Motilal Oswal ELSS Tax Saver Fund Regular Plan Growth, HSBC ELSS Tax saver Fund Growth, Tata ELSS Fund Regular Growth, Invesco India ELSS Tax Saver Fund Growth, UTI ELSS Tax Saver Fund - Regular Plan - Growth. HSBC ELSS Tax saver Fund Growth has a sharpe ratio of 0.72 & a standard deviation of 16.60%.
FAQs
According to the morning star rating HSBC ELSS Tax saver Fund Growth has a Medium risk & Exceptional return.
HSBC ELSS Tax saver Fund Growth is managed by Abhishek Gupta,Mayank Chaturvedi.
The expense ratio of HSBC ELSS Tax saver Fund Growth is 1.94%.
The 5 year annualized return on HSBC ELSS Tax saver Fund Growth is 14.57% & it has generated 10.39% in the last 1 year.
The minimum investment in HSBC ELSS Tax saver Fund Growth is 500 Rs.
HSBC ELSS Tax saver Fund Growth has an AUM of 3561.32 crores.
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