What is the NAV of HSBC Tax Saver Equity Fund?
The Current NAV of HSBC Tax Saver Equity Fund is ₹93.72, as of 13th June 2025What are the returns of HSBC Tax Saver Equity Fund?
The HSBC Tax Saver Equity Fund has been there since 5th January 2007- 1 Year Returns: 12.50
- 3 Year Returns: 23.86
- 5 Year Returns: 24.83
What are the top 5 sectors holdings of HSBC Tax Saver Equity Fund?
The top sectors HSBC Tax Saver Equity Fund has invested in are as for 5th 01 2007 are as follows -- Private Banks | 17.07%
- Home Electronics & Appliances | 8.38%
- IT Services & Consulting | 6.10%
- Pharmaceuticals | 5.97%
- Specialized Finance | 5.17%
What are the top 5 holdings HSBC Tax Saver Equity Fund?
The top 5 holdings for HSBC Tax Saver Equity Fund are- ICICI Bank Ltd | 7.43%
- HDFC Bank Ltd | 5.60%
- Multi Commodity Exchange of India Ltd | 4.34%
- Infosys Ltd | 4.33%
- Amber Enterprises India Ltd | 4.25%
What is the asset allocation of HSBC Tax Saver Equity Fund?
The HSBC Tax Saver Equity Fund is a plan that invests- Equity | 97.66%
- Cash & Equivalents | 1.71%
- Rights | 0.63%
How to invest in HSBC Tax Saver Equity Fund?
If you wish to invest in HSBC Tax Saver Equity Fund Plan via smallcase, you can follow these quick and easy steps -- Log in to smallcase
- Search and select the HSBC Tax Saver Equity Fund
- Complete filling your details and KYC
- Enter the Amount and type of investment (SIP or Lumpsum)
- And Voila! your SIP or Lumpsump investment in HSBC Tax Saver Equity Fund is completed
You can also calculate the returns on your investment based on our smallcase Lumpsum & SIP Calculator.
What is the AUM of HSBC Tax Saver Equity Fund?
The AUM of HSBC Tax Saver Equity Fund is 235.25 Cr as of 13th June 2025What is the expense ratio of HSBC Tax Saver Equity Fund Plan?
The expense ratio of HSBC Tax Saver Equity Fund Plan is 2.50How to exit HSBC Tax Saver Equity Fund?
If you have invested in HSBC Tax Saver Equity Fund, then simply visit your investment and you will find an option to exit the funds or invest more. Please click on 'exit' and add the amount or units. In case you want to exit from all units, you can simply click on the checkbox option shown.Is there any lock-in period for HSBC Tax Saver Equity Fund Plan?
There is a lock in period of 3 for HSBC Tax Saver Equity FundWhat is the alpha of HSBC Tax Saver Equity Fund?
The alpha ratio for the HSBC Tax Saver Equity Fund is 6.21
Alpha is the excess return of a fund compared to its expected return based on its beta and the risk-free rate. Positive alpha indicates that the fund has outperformed its expected return, while negative alpha suggests underperformance.
What is the Volatility or Standard Deviation of HSBC Tax Saver Equity Fund?
The volatility or standard deviation for the HSBC Tax Saver Equity Fund is 17.53
Standard Deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.
What is the sharpe ratio of HSBC Tax Saver Equity Fund?
The sharpe ratio for the HSBC Tax Saver Equity Fund is 0.50
The Sharpe Ratio is a measure of risk-adjusted return that evaluates the performance of an investment, such as a mutual fund, by adjusting for its risk. Higher Sharpe Ratio, indicates a better risk-adjusted performance. A positive Sharpe Ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe Ratio suggests that the MF did not adequately compensate for the risk.
What is the Sortino ratio of HSBC Tax Saver Equity Fund?
The Sortino ratio for the HSBC Tax Saver Equity Fund is 0.05
The Sortino ratio is a measure of risk-adjusted return for an investment, such as a mutual fund.
What is the Price to Earnings (PE) of HSBC Tax Saver Equity Fund?
The PE ratio (price-to-earnings) of the HSBC Tax Saver Equity Fund is 49.50 while category PE ratio is 41.071. Test MF FAQ for Mutual Fund HSBC Tax Saver Equity Fund Shares?
The Current NAV of HSBC Tax Saver Equity Fund is ₹93.72, as of 13th June 20255. Test MF FAQ Is there any lock-in period for HSBC Tax Saver Equity Fund Plan?
There is a lock in period of 3 for HSBC Tax Saver Equity Fund
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HSBC Tax Saver Equity Fund Standard Growth
GrowthRegular
93.720.47% (-0.44)
High
—
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Low
—
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Returns
0.00%
0.00%
1M
6M
1Y
3Y
5Y
Max
SIP
1M
6M
1Y
3Y
5Y
Max
SIP
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HSBC Tax Saver Equity Fund Performance & Key Metrics
HSBC Tax Saver Equity Fund Performance & Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 2.50 | 17.53 | 0.50 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.39 | 15.39 | 0.12 |
HSBC Tax Saver Equity Fund Scheme InfoHSBC Tax Saver Equity Fund Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| Growth | 3 yrs | 0.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Not allowed | Not allowed |
| BenchmarkBenchmark |
|---|
| NIFTY 500 - TRI |
About Equity Linked Savings Scheme (ELSS)
About Equity Linked Savings Scheme (ELSS)
Equity Linked Savings Scheme or ELSS are the equity funds that invest majorly in equity or equity-related instruments. They offer the tax benefits under the new Section 80C of the Income Tax Act 1961.
HSBC Tax Saver Equity Fund Portfolio
What are constituents?
What are constituents?
Mutual fund constituents are the various stocks, bonds, and other securities held within a fund. The size and mix of holdings depend on the category or type of fund. The holding analysis can give valuable understanding regarding the diversification of the fund.
HSBC Tax Saver Equity Fund Asset Allocation
HSBC Tax Saver Equity Fund Asset Allocation
Actual
Target
May 2024
Sep 2024
Dec 2024
Mar 2025
May 2024
Sep 2024
Dec 2024
Mar 2025
HSBC Tax Saver Equity Fund Sector Distribution
HSBC Tax Saver Equity Fund Sector Distribution
May 2024
Sep 2024
Dec 2024
Mar 2025
HSBC Tax Saver Equity Fund Sector Weightage
HSBC Tax Saver Equity Fund Sector Weightage
Private Banks
Private Banks as a % of total holdings for last six quarters
HSBC Tax Saver Equity Fund Current Holdings
HSBC Tax Saver Equity Fund Current Holdings
Equity
Others
- ConstituentHolding Weight3M Change
Holdings
7.43 %
7.43 %Holdings
5.60 %
5.60 %Holdings
4.34 %
4.34 %
AMC Profile of HSBC Tax Saver Equity Fund
AMC Profile of HSBC Tax Saver Equity Fund
HSBC Global Asset Management (India) Private Limited is one of the leading AMCs in the investment market of the country. It serves more than 1 million customers through its 1000 plus offices spread all over India. It operates with a total corpus of Rs. 11553.0387 Crore as of 2019
HSBC Global Asset Management (India) Private Limited is one of the leading AMCs in the investment market of the country. It serves more than 1 million customers through its 1000 plus offices spread all over India. It operates with a total corpus of Rs. 11553.0387 Crore as of 2019
No.of Schemes
44
Total AUM
₹ 1,29,664.07 Cr.
HSBC Tax Saver Equity Fund Manager Details
HSBC Tax Saver Equity Fund Manager Details
HSBC Tax Saver Equity Fund Manager Profile
HSBC Tax Saver Equity Fund Manager Profile
Gautam Bhupal
AUM: ₹9,819.81 Cr.
|
Exp: —
Cheenu Gupta
AUM: ₹18,855.29 Cr.
|
Exp: —
HSBC Tax Saver Equity Fund Manager Performance (0)
HSBC Tax Saver Equity Fund Manager Performance (0)
Equity: Equity Linked Savings Scheme (ELSS)
HSBC Tax Saver Equity Fund Tax Implications
HSBC Tax Saver Equity Fund Tax Implications
Let’s calculate your returns after tax
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.
Historical
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You make
Gains are treated as long-term capital gains and taxed at 10%