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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹1000 & Lump. ₹500

AUM (Fund size)

₹244 Cr

Lock In Period

3 Years

Expense Ratio

2.5

Benchmark

BSE 200 Total Return

Exit Load

Nil

Summary

Latest details for HSBC Tax Saver Equity Fund Growth include a ₹89.8495 NAV as of Jan 23,2026 and returns since inception of 59.17%. Minimum investments start at SIP ₹1000. The HSBC Tax Saver Equity Fund Growth AUM is ₹244 Cr, with a lock-in of 3 Years years, expense ratio of 2.5%, and benchmark BSE 200 Total Return. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded -6.51% returns, against a category average of -0.10% and a category best of 10.69%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-6.51-0.1010.69
6M-7.171.5320.20
1Y0.894.3936.07
3Y16.7612.39101.14

Portfolio Analysis

  • Equity: 94.25%
  • Debt: 5.75%
  • Others
As on: 2025-12-31
View allocation % by

1. ICICI Bank Limited6.88%
2. HDFC Bank Limited5.64%
3. Axis Bank Limited2.73%
4. Kotak Mahindra Bank Limited1.41%

1. Sun Pharmaceutical Industries Limited2.15%
2. WOCKHARDT LTD2.14%
3. Lupin Limited1.65%
4. Entero Healthcare Solutions Ltd0.90%
5. Mankind Pharma Limited0.85%
6. Divi''s Laboratories Limited0.51%

1. Multi Commodity Exchange of India Ltd.6.04%

1. Infosys Limited4.14%
2. KPIT Technologies Limited0.96%

1. Reliance Industries Limited4.85%

1. Bharti Airtel Limited4.52%

1. KEI Industries Limited3.00%
2. Motherson Sumi Wiring India Limited1.14%

1. Titan Company Limited2.54%
2. KALYAN JEWELLERS INDIA LIMITED1.18%

1. TVS Motor Company Limited3.52%

1. State Bank of India3.46%

1. PB Fintech Limited3.01%

1. SWIGGY LIMITED1.74%
2. Eternal Limited1.14%

1. The Phoenix Mills Limited1.67%
2. DLF Limited1.17%

1. Prudent Corporate Advisory Services Ltd2.81%

1. Dixon Technologies (India) Limited2.32%

1. Amber Enterprises India Limited2.19%

1. Larsen & Toubro Limited1.52%
2. PNC INFRATECH LIMITED0.53%

1. GE Vernova T&D India Limited1.03%
2. KEC International Limited0.98%

1. Radico Khaitan Limited1.77%

1. Poly Medicure Ltd1.00%
2. Laxmi Dental Limited0.73%

1. CCL Products (India) Limited1.16%

1. GLOBAL HEALTH LIMITED0.58%
2. VIJAYA DIAGNOSTIC CENTRE LIMITED0.54%

About Fund

HSBC Tax Saver Equity Fund Growth managed by HSBC Mutual Fund,is a Tax Saving (ELSS) Fundsscheme with Assets Under Management of ₹244 Crore. The fund benchmarks its performance against the BSE 200 Total Return while maintaining an expense ratio of 2.5. Under the expert guidance of Gautam Bhupal ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Gautam Bhupal

Mr. Bhupal holds a PGDBM and is a CA, CS and B.Com (Hons)Prior to joining HSBC Mutual Fund he was working with UTI AMC as an Equity Research Analyst from May 2004 till June 2008. He has over 11 years of experience in areas of Research and Fund Management.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundICICI Prudential ELSS Tax Saver Fund Growth412809.74 CR1.74
This FundMirae Asset ELSS Tax Saver Fund Growth422940.33 CR1.58
This FundHSBC Tax Saver Equity Fund Growth0243.6 CR2.5
This FundMotilal Oswal ELSS Tax Saver Fund Growth43968.68 CR1.84
Fund Name1Y3Y
This FundICICI Prudential ELSS Tax Saver Fund Growth4.164657.6434
This FundMirae Asset ELSS Tax Saver Fund Growth7.994158.2582
This FundHSBC Tax Saver Equity Fund Growth0.885659.1682
This FundMotilal Oswal ELSS Tax Saver Fund Growth15.03194.1044

FAQs

HSBC Tax Saver Equity Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of HSBC Tax Saver Equity Fund Growth is 2.5. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

HSBC Tax Saver Equity Fund Growth’s fund performance is as follows:
  • 1 Month : -6.51%
  • 6 Months : -7.17%
  • 1 Year : 0.89%
  • 3 Years : 16.76%
Returns of HSBC Tax Saver Equity Fund Growth are updated daily based on NAV of ₹ 89.8495 as on Jan 23,2026. Since inception, the return has been 59.17%.

You can invest in HSBC Tax Saver Equity Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of HSBC Tax Saver Equity Fund Growth is ₹244 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in HSBC Tax Saver Equity Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500