HSBC Mutual Funds

HSBC ELSS Tax Saver Fund Direct Plan Growth

₹ 126.3

NAV (Mar 12)

19.651%
5 Year CAGR
Scripbox Opinion
not-recommended
Top Ranked
These are the top-ranked funds within tax saving mutual funds.Save tax combined with inflation beating long term growth
Our analysis of this fundLearn how we rate funds ->

Downside Protection Measure

Neutral

The performance of the fund on a Downside Protection Measure metric has been Neutral

Fund Size

Satisfactory

The performance of the fund on a Fund Size metric has been Satisfactory

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Scripbox Recommended Tax Saving Fund
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Save tax combined with inflation beating long term growth. Invest in Scripbox Recommended Tax Saver Funds to unlock the best of both worlds - tax saving and long term wealth creation.?Learn morecheveron-blue

Scheme Information

Investment Objective

The scheme aims to generate long-term capital growth from a diversified portfolio of predominantly equity and equity-related securities.

Expense Ratio
1.11 %
Launched 12Y ago
2013-01-01
AUM in Crores
3604.4
ISIN
INF917K01GP0
Lock-in (days)
1095
Benchmark
NIFTY 500 Total Return Index
SIP Minimum
500
Lumpsum Min.
500
Standard Deviation
15.4
Beta
1
Sharpe Ratio
0.6
asset-allocation

Asset allocation and Holdings

Last updated on 2025-03-12

Top Stock Holdings

HDFC Bank Ltd.

4.29%
4.29%

Reliance Industries Ltd.

3.7%
3.7%

ICICI Bank Ltd.

3.21%
3.21%

Infosys Ltd.

3%
3%

Larsen & Toubro Ltd.

2.63%
2.63%
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Allocation by Sector

Financial

21.17%
21.17%

Capital Goods

17.63%
17.63%

Services

9.45%
9.45%

Technology

9.25%
9.25%

Construction

6.33%
6.33%
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Frequently Asked Questions

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