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HSBC Tax Saver Equity Fund - Growth

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Category: Equity: ELSS
Launch Date: 05-01-2007
Asset Class: Equity
Benchmark: NIFTY 500 TRI
Expense Ratio: 0.0% As on (31-07-2025)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 249.72 Cr As on (31-07-2025)
Turn over: 20
NAV as on 19-08-2025

95.2711

0.44 (0.4611%)

CAGR Since Inception

12.86%

NIFTY 500 TRI 12.48%

PERFORMANCE of HSBC Tax Saver Equity Fund - Growth
Scheme Performance (%) Data as on - 19-08-2025
1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
HSBC Tax Saver Equity Fund - Growth 7.93 18.97 21.95 12.87 12.86
NIFTY 500 TRI 0.68 15.91 20.89 13.73 12.48
Equity: ELSS 0.02 16.62 20.43 13.14 14.81
Yearly Performance (%)
NAV Movement
Fund Managers

FM 1 - Gautam Bhupal

Investment Objective

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 capitalization bias. The Fund may also invest in fixed income securities. However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved

RETURNS CALCULATOR for HSBC Tax Saver Equity Fund - Growth
Growth of 10000 In SIP (Fund vs Benchmark)
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Growth of 10000 In LUMPSUM (Fund vs Benchmark)
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Key Performance and Risk Statistics of HSBC Tax Saver Equity Fund - Growth
Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
HSBC Tax Saver Equity Fund - Growth 13.24 0.99 3.02 0.95 - -
Equity: ELSS - - - - - -
PEER COMPARISION
Scheme Name Launch
Date		 1-Year
Ret (%)		 2-Yrs
Ret (%)		 3-Yrs
Ret (%)		 5-Yrs
Ret (%)		 10-Yrs
Ret (%)
HSBC Tax Saver Equity Fund - Growth 05-01-2007 7.93 23.44 18.97 21.95 12.87
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth 14-10-2022 7.53 23.14 0.0 0.0 0.0
HDFC ELSS Tax saver - Growth Plan 05-03-1996 6.38 24.29 22.01 24.81 13.33
Parag Parikh ELSS Tax Saver Fund- Regular Growth 07-07-2019 6.34 20.73 18.57 22.07 0.0
ICICI Prudential ELSS Tax Saver Fund - Growth 19-08-1999 4.37 19.11 16.32 20.8 12.92
Sundaram ELSS Tax Saver Fund Regular Growth 01-01-2013 4.16 16.95 15.38 20.52 13.49
Aditya Birla Sun Life ELSS Tax Saver Fund - Growth Option 29-03-1996 4.01 17.81 13.88 14.18 10.46
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option 11-12-2015 3.81 14.15 13.67 19.67 0.0
Sundaram Diversified Equity (ELSS) Regular Plan - Growth 10-05-2005 3.68 14.57 13.46 18.99 11.2
Axis ELSS Tax Saver Fund - Regular Plan - Growth 05-12-2009 3.41 18.6 12.21 15.65 11.43
PORTFOLIO ANALYSIS of HSBC Tax Saver Equity Fund - Growth

Portfolio as on