HSHSBC MFIDCW

HSBC Tax Saver Equity Fund - IDCW

elssEquity - ELSS - Tax Saver FundBenchmark: NIFTY 500 - TRI
NAV · 23 Jan 2026₹32.88-1.31%
AUM₹244 Crfrom this fund's primary plan
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%
Fund Managers
GB
Gautam Bhupal
Fund Manager
Key Information
2.50%
₹500
Nil
3 years
Inception05 Jan 2007
AMCHSBC MF
Top Holdings

Portfolio holdings not disclosed for this fund yet.

Latest News

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

HSBC MF Latest News

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