HSBC Tax Saver Equity Fund Direct Growth
Get the latest NAV of HSBC Tax Saver Equity Fund Direct Growth. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹108.15
▲0.2%1D
NAV as on 30 Jun 2025
15.99%/per year
Since Inception
▲▼
2 people have invested ₹ 14.2K in HSBC Tax Saver Equity Fund Direct Growth in the last three months
HSBC Tax Saver Equity Fund Performance vs. Nifty 500
Fund returns vs Benchmark returns vs Category Average returns as on (30-Jun-25)
The fund has consistently outperformed the benchmark (Nifty 500) over the last 1Y, 3Y, 5Y time periods.
INDmoney Rank
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IND ranking is not available for this fund.
HSBC Tax Saver Equity Fund Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
HSBC Tax Saver Equity Fund Asset Allocation
See fund asset allocation details as on (14-Jun-25)
Fund Distribution
as on (14-Jun-25)
Equity 98.5%
Debt & Cash 1.5%
HSBC Tax Saver Equity Fund Sector Allocation
See fund sector allocation details as on (14-Jun-25)
Sector Allocation
Equity 98.5%
Debt & Cash 1.5%
Top 3 Sectors in May were Financial Services, Consumer Cyclical & Health
Financial Services
34%
Consumer Cyclical
14%
Health
12%
Financial Services
34%
Consumer Cyclical
13%
Health
12%
HSBC Tax Saver Equity Fund Holdings Details
as on (31-May-25)
Equity
HSBC Tax Saver Equity Fund Direct Growth Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 1.8% |
Benchmark | Nifty 500 TR INR |
| AUM | ₹244 Cr |
| Inception Date | 1 January, 2013 |
| Min Lumpsum/SIP | --/-- |
| Exit Load | 0% |
| Lock In | 3 Years |
TurnOver | 19% |
| STCG | Selling mutual fund before 1 year, returns taxed at 20%. |
| LTCG | After 1 year, 12.5% tax on returns over ₹1.25 lakh/year. |
| Risk |   Very High Risk |
About HSBC Tax Saver Equity Fund
HSBC Tax Saver Equity Fund Direct Growth is an equity fund. This fund was started on 1 January, 2013. The fund is managed by Sonal Gupta. The fund could potentially beat inflation in the long-run.
Key Parameters
- HSBC Tax Saver Equity Fund Direct Growth has ₹244 Cr worth of assets under management (AUM) as on Jun 2025 and is more than category average.
- The fund has an expense ratio 1.8.
Returns
HSBC Tax Saver Equity Fund Direct Growth has given a CAGR return of 15.99% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 13.80%, 25.82% and 25.89% respectively.
Holdings
HSBC Tax Saver Equity Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Financial Services, Consumer Cyclical, Health, Tech, Industrial, Communication, Energy, Basic Materials, Consumer Defensive, Real Estate. Its top holdings are ICICI Bank Ltd, HDFC Bank Ltd, Multi Commodity Exchange of India Ltd, Reliance Industries Ltd, Infosys Ltd
Taxation
As it is a elss (tax savings) mutual fund the taxation is as follows:For short term (less than a year) capital gains will be taxed at 20%For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefitDividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.
Investment objective of HSBC Tax Saver Equity Fund Direct Growth
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.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 500.00 and for SIP is INR 1000.00. There is a lock in period for HSBC Tax Saver Equity Fund Direct Growth of 3 Years
Fund Manager
Sonal Gupta
Fund Manager of HSBC Tax Saver Equity Fund Direct Growth, since 2 September 2024
- AUM of the fund stands at 244.4 Cr as of May'25
- AUM increased by 9.2 Cr between May'25 and Apr'25
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Compare HSBC Tax Saver Equity Fund
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Frequently Asked Questions for HSBC Tax Saver Equity Fund Direct Growth
How do I invest in HSBC Tax Saver Equity Fund?
- Download the INDmoney app.
- Search for ‘HSBC Tax Saver Equity Fund’.
- Select whether you want to invest in SIP or lump sum.
- Enter the amount you wish to invest.
- Set up payments via bank mandate or UPI.