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NIFTY 5022,453.30+0.98%SENSEX74,235.62+1.24%BANK NIFTY48,892.15+1.45%NIFTY IT35,124.80-0.52%NIFTY MIDCAP52,487.25+0.87%NIFTY 5022,453.30+0.98%SENSEX74,235.62+1.24%BANK NIFTY48,892.15+1.45%NIFTY IT35,124.80-0.52%NIFTY MIDCAP52,487.25+0.87%
HSHSBC MFGrowth

HSBC Tax Saver Equity Fund - Growth

elssEquity - ELSS - Tax Saver FundBenchmark: NIFTY 500 - TRI
NAV · 23 Jan 2026₹89.85-1.31%
AUM₹244 Cr
Expense Ratio2.50%
CAGR—
Exit LoadNil
Min SIP—
Launched2007

Investment 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.

Fund Mandate

Debt0%–20%
Equity80%–100%
MMI0%–20%
Others0%–20%
Asset Allocation
Domestic Equity94.3%
Cash & Equivalents5.7%
Fund Managers
GB
Gautam Bhupal
Fund Manager
Key Information
2.50%
—
₹500
Nil
3 years
Inception05 Jan 2007
AMCHSBC MF
Top Holdings
1ICICI Bank LimitedBanks6.88%
2Treps6.13%
3Multi Commodity Exchange of India Ltd.Capital Markets6.04%
4HDFC Bank LimitedBanks5.64%
5Reliance Industries LimitedPetroleum Products4.85%
6Bharti Airtel LimitedTelecom - Services4.52%
7Infosys LimitedIT - Software4.14%
8TVS Motor Company LimitedAutomobiles3.52%
9State Bank of IndiaBanks3.46%
10PB Fintech LimitedFinancial Technology (Fintech)3.01%
Sector Allocation
Banks18.7%
Capital Markets8.9%
Consumer Durables7.0%
Other6.1%
Petroleum Products4.8%
Telecom - Services4.5%
Pharmaceuticals & Biotechnology4.3%
IT - Software4.1%
Automobiles3.5%
Financial Technology (Fintech)3.0%
Industrial Products3.0%
Beverages1.8%
Retailing1.7%
On This Page
NAV growthAsset allocationTop holdings
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Latest News

No recent news found for HSBC Tax Saver Equity Fund - Growth.

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Trailing Returns
PeriodReturns
1 Day-1.31%
Risk Metrics

Risk metrics are not available for this fund.

Fees
2.50%
Nil
3 years
—
₹500
Capital Gains Tax, general rules

This is an equity-oriented fund. Under rules effective since Budget 2024 (23 July 2024):

Short-Term Capital Gains (held ≤ 12 months): taxed at a flat 20%.

Long-Term Capital Gains (held > 12 months): taxed at 12.5% on gains above ₹1.25 lakh in a financial year, with no indexation benefit.

General information only, not tax advice, actual liability depends on your overall income and applicable law at the time of redemption. Consult a tax advisor for your specific situation.

Frequently Asked QuestionsGeneral mutual-fund FAQs, not specific to this scheme