e.g. Tata motors, Reliance MF, 500570

HSBC Tax Saver Equity Fund - Direct Plan - Growth

Equity Tax Planning Very High

NAV on (23 Jan 2026 )

₹101.24

(-1.31%)

Fund Size

₹243.6 Crores

1Y Returns

1.64 %

 

Earn 1% Higher Returns on Direct Funds

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Disclaimer: Mutual Fund investments are subject to market risks. Read all scheme related documents carefully before investing.

 

Investment Objective

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.

AMC

HSBC Asset Management (India) Pvt. Ltd.

Fund Details

Launch Date

January 1, 2013

Fund Manager

Mr. Gautam Bhupal

Initial Price

10

AUM Fund

243.6 Cr

Min investment

Rs 500

Expense Ratio

1.8%

SIP Minimum Investment

Weekly - Rs. 500/- each and in multiples of Rs. 500/- thereafter. Minimum 12 instalments.Monthly - Rs. 500/- each and in multiples of Rs. 500/- thereafter. Minimum 6 instalments.Quarterly - Rs. 1,500/- each and in multiples of Rs. 500/- thereafter. Minimum 4 instalments.

Exit Load

Nil

1 Month

-6.46%

6 Months

-6.84%

1 Year

+1.64%

2 Years (CAGR)

+13.10%

3 Years (CAGR)

+17.80%

5 Years (CAGR)

+16.45%

Equity / Mid Cap funds 1Y 3Y Fund Size (Cr)
20.35% 20.68% ₹395.1
17.15% 55.58% ₹49.5
17.15% 55.58% ₹49.5
16.79% 54.07% ₹49.5
16.79% 54.07% ₹49.5

Holdings

Treps 6.13%
DLF Limited 1.17%
Net Current Assets -0.42%

Sector Allocation

Banks 20.12%
Service 12.87%
Miscellaneous 7.33%
Telecommunications 4.52%
Information Technology 5.04%
Auto 3.56%
Cables 4.14%
Finance 2.81%
Consumer Durables 7.05%
Pharmaceuticals and health care 10.15%
Beverages - Alcoholic 1.77%
Textiles 3.77%
Gems and Jewellery 1.18%
Construction 1.89%
Tea / Coffee 1.16%
Power 2.01%
Personal Care 1.00%
Chemicals 1.76%
Electronics 0.82%
Engineering 0.81%
Infrastructure 0.53%
Address
9-11 Floors, NESCO IT Park,Building no.3,Western Express Highway,Goregaon (East) Mumbai Maharashtra India 400063
Phone
+91 22 66145000
Fax
+91 22 40029600
Launch Date
January 1, 2013
Custodian
CITI BANK
Registrar & Transfer Agent
Computer Age Management Services (P) Ltd.

Frequently Asked Questions

Q: What is the current NAV of HSBC Tax Saver Equity Fund - Direct Plan - Growth?

A: The latest NAV of HSBC Tax Saver Equity Fund - Direct Plan - Growth is ₹ 101.24 as on 23 Jan 2026.

Q: What type of mutual fund is HSBC Tax Saver Equity Fund - Direct Plan - Growth?

A: HSBC Tax Saver Equity Fund - Direct Plan - Growth is a 'Equity - Tax Planning' type mutual fund managed by 'HSBC Asset Management (India) Pvt. Ltd.'.

Q: What is the expense ratio of HSBC Tax Saver Equity Fund - Direct Plan - Growth?

A: The expense ratio of HSBC Tax Saver Equity Fund - Direct Plan - Growth is 1.8%, which impacts overall returns.

Q: Who manages HSBC Tax Saver Equity Fund - Direct Plan - Growth?

A: HSBC Tax Saver Equity Fund - Direct Plan - Growth is managed by Mr. Gautam Bhupal, who oversees investment strategy and portfolio decisions.

Q: Is HSBC Tax Saver Equity Fund - Direct Plan - Growth a good investment?

A: HSBC Tax Saver Equity Fund - Direct Plan - Growth may be suitable depending on your financial goals, risk appetite, and investment horizon. Always evaluate fund performance and consult a financial advisor.

Q: What is the exit load of HSBC Tax Saver Equity Fund - Direct Plan - Growth?

A: The exit load of HSBC Tax Saver Equity Fund - Direct Plan - Growth is Nil, applicable if redeemed within the specified period.

Q: How is HSBC Tax Saver Equity Fund - Direct Plan - Growth taxed?

A: Taxation depends on the fund type (equity/debt) and holding period as per Indian tax laws.

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