HSBC Tax Saver Equity Fund Growth
- ELSS (Tax Savings)
- Equity
- Very High Risk
Rating:
3
Key Metrics
Aum
₹243.60 Cr
Expense Ratio
2.50%
Exit Load
0.00%
Min. Investment
₹500.00
Min. SIP
₹500.00
Launch Date
5 Jan 2007
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | -5.48% | -- |
| 3 Months | -5.2% | -- |
| 6 Months | -5.53% | -- |
| 1 Year | +3.97% | +3.97% |
| 2 Years | -- | +11.83% |
| 3 Years | +61.88% | +17.42% |
| 5 Years | +106.08% | +15.56% |
| Since Launch | +810.44% | +12.3% |
Holdings as on 14 Oct 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| ICICI Bank | 16.76 | 6.88 |
| Treps | 14.95 | 6.13 |
| Multi Commodity Exchange Of India | 14.73 | 6.04 |
| HDFC Bank | 13.75 | 5.64 |
| Reliance Industries | 11.81 | 4.85 |
| Bharti Airtel | 11.02 | 4.52 |
| Infosys | 10.10 | 4.14 |
| TVS Motor Company | 8.58 | 3.52 |
| State Bank of India | 8.43 | 3.46 |
| PB Fintech | 7.33 | 3.01 |
Morning Star Rating
Rating:
3
Risk
Return
Risk & Volitility
0.87
Sharpe Ratio
13.73%
Std. Deviation
5.29%
Tracking Error
-2.14%
Alpha
1.02
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|
Results are calculated on CAGR basis
About Fund
To provide a reasonable income through a diversified portfolio of fixed income securities such that the Macaulay duration of the portfolio is between 1 year to 3 years. However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved.
The HSBC Tax Saver Equity Fund Growth has an AUM of 243.60 crores & has delivered CAGR of 15.56 in the last 5 years. The fund has an exit load of 0.00% and an expense ratio of 2.50%. The minimum investment in HSBC Tax Saver Equity 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, Treps, Multi Commodity Exchange Of India, HDFC Bank.
The major sectors where the fund is invested are Regional Banks, Software & Programming, Investment Services, Biotechnology & Drugs.
HSBC Tax Saver Equity Fund Growth has a sharpe ratio of 0.87 & a standard deviation of 13.73%.
FAQs
According to the morning star rating HSBC Tax Saver Equity Fund Growth has a Medium risk & Exceptional return.
HSBC Tax Saver Equity Fund Growth is managed by Gautam Bhupal,Mayank Chaturvedi.
The expense ratio of HSBC Tax Saver Equity Fund Growth is 2.50%.
The 5 year annualized return on HSBC Tax Saver Equity Fund Growth is 15.56% & it has generated 3.97% in the last 1 year.
The minimum investment in HSBC Tax Saver Equity Fund Growth is 500 Rs.
HSBC Tax Saver Equity Fund Growth has an AUM of 243.60 crores.
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