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HSBC Tax Saver Equity Fund (Growth)

Returns (3yrs)
-1.2 %
Latest NAV
34.69

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Tax Saver Plan
Better than Insurance, FD
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Fund Information

as on 7th of August, 06:50 PM

HSBC Asset Management(India)Private Ltd

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 Managers

  • profile-pic
    Gautam Bhupal
  • expense-ratio
    Expense Ratio
    2.49
    benchmark
    Benchmark
    S&P BSE 200 India TR INR
  • Aum image
    AUM
    ₹ 128.8 Crores
    ISIN
    ISIN
    INF336L01BA4
  • Category Risk:

    Moderately High risk

Holding Information

as on 7th of August, 06:50 PM

Top Holding

Hdfc Bank Ltd
10%
Reliance Industries Ltd
10%
Icici Bank Ltd
8%
Hindustan Unilever Ltd
7%
Infosys Ltd
6%

Top Sectors

Financial Services
31%
Consumer Defensive
11%
Consumer Cyclical
10%
Energy
10%
Technology
9%

Allocation

Equity
98%
Others
2%
Debt
0%

Investment Return Calculator

as on 7th of August, 06:50 PM
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Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully. Past performance is not an indicator of future returns.

Transaction

as on 7th of August, 06:50 PM
Minimum SIP Amount
₹ 500
Minimum Lumpsum Amount
₹ 500
Lumpsum Multiple
₹ 500
SIP Multiple
₹ 500

About the Fund

HSBC Tax Saver Equity Fund Growth is a Tax Saving Equity fund and has delivered an annualised return of -1.2% over a period of 3 years. The fund is managed by HSBC Asset Management(India)Private Ltd. The fund managers names are Gautam Bhupal. 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. The fund charges 2.49000%. The minimum SIP amount for this is ₹500. In case you want to invest a lump sum, the minimum amount to be invested is ₹500.

Disclaimer: Scripbox has taken due care and caution in compilation of the data contained in this factsheet. This data has been obtained by Scripbox from sources which it considers reliable. However, please verify the data from the mutual fund company before taking any Investment action based on this information.

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Tax Saver Plan

  • 12-14%
    Returns
  • 3 Years lock-in
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