• Mutual Funds
  • HSBC Mutual Fund
  • HSBC ELSS Tax Saver Fund (G)
HSBC Mutual Funds

HSBC ELSS Tax Saver Fund (G)

EquityTax Saving

132.248

NAV (Nov 08)

19.522%
5 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in tax saving mutual funds.

Tax Saving funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

Our analysis of this fundLearn how we rate funds ->

Downside Protection Measure

Poor

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

Fund Size

Satisfactory

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

Scripbox Recommended Tax Saving Fund
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 more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

132.248

NAV (Nov 8)

Fund Returns

Last 1Y
43.7%
Last 3Y
17.3%
Last 5Y
19.5%
Last 10Y
14.1%
Since Inception
14.8%
6 Month CAGR
15.6%

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
1.88%
Launched 18Y ago
2006-02-27
AUM in Crores
4485.2
ISIN
INF677K01064
Lock-in (days)
1095
Benchmark
NIFTY 500 Total Return Index
SIP Minimum
500
Lumpsum Min.
500
Standard Deviation (3yr)
-
Standard Deviation
13.5
Beta
1
Sharpe Ratio
1
YTM
-
Fund Managers

Abhishek Gupta

Fund Manager

Gautam Bhupal

Fund Manager

Sonal Gupta

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
HSBC ELSS Tax Saver Fund (G)70%12,01,040 4,68,42819.5%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

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 before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2023-12-27

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%
See all holdings

Allocation by Sector

Financial

22.22%
22.22%

Capital Goods

17.64%
17.64%

Technology

8.72%
8.72%

Construction

7.6%
7.6%

Services

7.34%
7.34%
See all sectors

Comparison with Equity Funds

Fund NameFund Size
mirae-asset-global
Mirae Asset ELSS Tax Saver Fund (G)

₹ 26,417 cr

₹ 24,508 cr

₹ 66,206 cr

₹ 17,770 cr

₹ 51,197 cr

amc-img

About the AMC

HSBC Mutual Fund

HSBC Mutual Fund is one of the leading Asset Management Companies. It is a part of the HSBC Securities and Capital Markets (India) Pvt. Ltd. It offers international quality investment options accross the globe.amc-img
Fund NameScripbox Opinion
Till Date CAGR

21.7%

17.4%

23.5%

22.1%

6%

6%

5.7%

7%

4.3%

6.5%

HSBC ELSS Tax Saver Fund (G) Review

HSBC ELSS Tax Saver Fund (G) is a Tax Saving Equity fund and has delivered an annualised return of 14.8% over 18 years. The fund has grown over a period of 18 years. The fund is managed by HSBC Mutual Fund. The fund managers are Abhishek Gupta, Gautam Bhupal, Sonal Gupta.

Nav of HSBC ELSS Tax Saver Fund (G) as of 11/8/2024 is ₹132.25 with the total AUM as of 11/11/2024 is ₹4485.23. With Scripbox you can compare and check the latest nav for all mutual funds in India. HSBC ELSS Tax Saver Fund (G) was launched on 2006-02-27. The category risk of the fund is Very High.

The minimum SIP amount for HSBC ELSS Tax Saver Fund (G) is ₹500 and you can increase this in multiples of ₹500. In case you want to invest a lump sum, the minimum amount to be invested is ₹500. Check your estimated returns on mutual funds by using sip calculator.

HSBC ELSS Tax Saver Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to NIFTY 500 Total Return Index.

Scripbox provides a compare mutual funds research tool to view a detailed comparison with HSBC ELSS Tax Saver Fund (G).

Frequently Asked Questions

What is HSBC ELSS Tax Saver Fund (G)?

It is a Tax Saving Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in HSBC ELSS Tax Saver Fund (G)?

You can invest in HSBC ELSS Tax Saver Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of HSBC ELSS Tax Saver Fund (G)?

The minimum sip amount for HSBC ELSS Tax Saver Fund (G) is ₹500. You can invest in multiples of ₹500.

Is HSBC ELSS Tax Saver Fund (G) good to invest in?

According to Scripbox opinion, it is a 2-star fund. You can invest in this fund if its investment objective and risk level align with your goals and risk preferences.

What is the expense ratio of the HSBC ELSS Tax Saver Fund (G)?

The expense ratio of the HSBC ELSS Tax Saver Fund (G) is 1.88% for regular plan.

What is the NAV of HSBC ELSS Tax Saver Fund (G)?

Today's HSBC ELSS Tax Saver Fund (G) NAV is ₹132.25.