HSBC Tax Saver Equity Fund Growth
Medium
Risk
Equity
Elss Fund
+
18.27
%
18.27
%
3Y annualised
+
0.18
%
0.18
%
1D
1M
6M
1Y
3Y
All
Fund size
219
NAV:
Mar 7, 2024
76.8221
Sector
Tech
Type
Equity
Launched
Jan 2007
Min Investment
500
Expense Ratio
2
Risk
Medium
Portfolio allocation
Top 10 Holdings
% Value
ICICI Bank Ltd
8.92
%
Infosys Ltd
6.22
%
Reliance Industries Ltd
5.23
%
Axis Bank Ltd
5.17
%
Larsen & Toubro Ltd
4.85
%
HDFC Bank Ltd
3.92
%
DLF Ltd
3.85
%
KEI Industries Ltd
3.5
%
Amber Enterprises India Ltd Ordinary Shares
3.04
%
TVS Motor Co Ltd
2.72
%
Expense ratio, exit load and tax
Expense Ratio:
2
%
Inclusive of GST
Exit load
No exit loads
Tax implication
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Fund house & investment objective
HSBC Tax Saver Equity Fund Growth
More details
Investment objective
To provide a reasonable income through a diversified portfolio of fixed income securities such that the Macaulay duration of the portfolio is between 1 year to 3 years. However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved.
Scheme Information Document
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not an indicator of future returns.
Calculate returns
One-time
Monthly SIP
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* Returns are calculated as per lifetime average per annum returns of the fund.
Calculate returns
Monthly SIP
One-time
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