HSBC Mutual Funds

HSBC ELSS Tax Saver Fund (G)

₹ 122.6

NAV (May 09)

23.421%
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

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
1.92 %
Launched 19Y ago
2006-02-27
AUM in Crores
3917.3
ISIN
INF677K01064
Lock-in (days)
1095
Benchmark
NIFTY 500 Total Return Index
SIP Minimum
500
Lumpsum Min.
500
Standard Deviation (3yr)
-
Standard Deviation
15.4
Beta
1
Sharpe Ratio
0.6
YTM
-
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%
See all holdings
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Allocation by Sector

Financial

23.44%
23.44%

Capital Goods

14.65%
14.65%

Technology

9.85%
9.85%

Services

8.55%
8.55%

Energy

6.43%
6.43%
See all sectors
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comparison

Comparison with Equity Funds

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 13.94% over 19 years. The fund has grown over a period of 19 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 5/9/2025 is ₹122.60 with the total AUM as of 5/11/2025 is ₹3917.33. 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 has rated it 4 stars, indicating it's a top ranking fund in the Equity category and delivered 9.25% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with HSBC ELSS Tax Saver Fund (G).

Frequently Asked Questions

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