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HSBC Tax Saver Equity Fund Direct Growth

HSBC Tax Saver Equity Fund Direct Growth

NAV ₹108.62 as on 17 Nov 2025

RiskVery High

Fund Size₹246.30Cr

NAV	₹108.62 as on 17 Nov 2025
Risk	Very High
Fund Size	₹246.30Cr

Investment Details

Lock-in

3 Years

Min One Time Amount

₹500

Min Withdrawal Amount

₹-

Min Additional Amount

₹500

Exit Load

NIL

Basic Details

Age

12 years 10 months (Since Jan 02, 2013)

Return since Launch

15.43%

Expense ratio

1.8%

Type

OPEN

AUM (Fund Size)

₹246.30

Risk Grade

Very High

Benchmark

Nifty 500 TRI

Calculate Your Returns

Select Duration

Choose Amount

₹

Returns

Total investment of ₹2,40,000

Would have become ₹61,949 (+209.74%)

Fund Manager

Name:

Gautam Bhupal

Experience:

Over 16 years of experience in Research and Fund Management HSBC Asset Management (India) Private Limited Vice President & Fund Manager, since October 2015 till date Vice President - Investment Management, from June 2015 to October 2016. Fund Manager for PMS Portfolios from July 2008 to June 2015 UTI Asset Management Company Equity Research Analyst from May 2004 to June 2008.

Asset Allocation

ICICI Bank 6.82%

HDFC Bank 5.56%

Multi Comm. Exc. 4.96%

Reliance Industr 4.54%

Bharti Airtel 4.36%

Infosys 3.76%

TVS Motor Co. 3.28%

SBI 3.26%

Dixon Technolog. 2.93%

PB Fintech. 2.91%

Prudent Corp. 2.79%

Amber Enterp. 2.72%

KEI Industries 2.68%

Axis Bank 2.62%

Titan Company 2.33%

Sun Pharma.Inds. 2.09%

Wockhardt 1.88%

Swiggy 1.82%

Radico Khaitan 1.67%

Lupin 1.52%

Phoenix Mills 1.50%

Larsen & Toubro 1.48%

Kotak Mah. Bank 1.34%

Eternal Ltd 1.28%

DLF 1.27%

Kalyan Jewellers 1.23%

Epigral 1.19%

Poly Medicure 1.12%

PVR Inox 1.10%

Motherson Wiring 1.10%

K E C Intl. 1.07%

CCL Products 1.05%

GE Vernova T&D 0.99%

Entero Healthcar 0.96%

KPIT Technologi. 0.94%

Mankind Pharma 0.91%

Indo Count Inds. 0.91%

Godrej Consumer 0.91%

Gujarat Fluoroch 0.90%

Gokaldas Exports 0.88%

Kajaria Ceramics 0.88%

Bharat Electron 0.86%

Kirl.Pneumatic 0.85%

Laxmi Dental 0.83%

REC Ltd 0.76%

Global Health 0.64%

PNC Infratech 0.59%

Ganesha Ecosphe. 0.55%

Divi's Lab. 0.53%

Vijaya Diagnost. 0.50%

See All

TREPS 6.58%

TVS Motor Co. 0.04%

Net CA & Others -0.24%

See All

Scheme Holding Summary

Banks

19.60%

IT - Software

7.61%

Pharmaceuticals

6.93%

Debt Others

6.34%

Consumer Durables

5.65%

Financial Services

4.96%

Refineries

4.54%

Telecom-Service

4.36%

Healthcare

4.05%

Diamond, Gems and Jewellery

3.56%

Automobile

3.28%

Infrastructure Developers & Operators

3.14%

E-Commerce/App based Aggregator

3.10%

Stock/ Commodity Brokers

2.79%

Realty

2.77%

Cables

2.68%

Chemicals

2.09%

Alcoholic Beverages

1.67%

Textiles

1.46%

Entertainment

1.10%

Auto Ancillaries

1.10%

Plantation & Plantation Products

1.05%

Capital Goods - Electrical Equipment

0.99%

FMCG

0.91%

Readymade Garments/ Apparells

0.88%

Ceramic Products

0.88%

Aerospace & Defence

0.86%

Capital Goods-Non Electrical Equipment

0.85%

Finance

0.76%

Preference n Warrants

0.04%

See All

Banks

ICICI Bank Ltd

6.82%

HDFC Bank Ltd

5.56%

State Bank of India

3.26%

Axis Bank Ltd

2.62%

Kotak Mahindra Bank Ltd

1.34%

Debt Others

Financial Services

Multi Commodity Exchange of India Ltd

4.96%

Refineries

Reliance Industries Ltd

4.54%

Telecom-Service

Bharti Airtel Ltd

4.36%

IT - Software

Infosys Ltd

3.76%

PB Fintech Ltd

2.91%

KPIT Technologies Ltd

0.94%

Automobile

TVS Motor Company Ltd

3.28%

Consumer Durables

Dixon Technologies (India) Ltd

2.93%

Amber Enterprises India Ltd

2.72%

Stock/ Commodity Brokers

Prudent Corporate Advisory Services Ltd

2.79%

Cables

KEI Industries Ltd

2.68%

Diamond, Gems and Jewellery

Titan Company Ltd

2.33%

Kalyan Jewellers India Ltd

1.23%

Pharmaceuticals

Sun Pharmaceutical Industries Ltd

2.09%

Wockhardt Ltd

1.88%

Lupin Ltd

1.52%

Mankind Pharma Ltd

0.91%

Divis Laboratories Ltd

0.53%

E-Commerce/App based Aggregator

Swiggy Ltd

1.82%

Eternal Ltd

1.28%

Alcoholic Beverages

Radico Khaitan Ltd

1.67%

Realty

Phoenix Mills Ltd

1.50%

DLF Ltd

1.27%

Infrastructure Developers & Operators

Larsen & Toubro Ltd

1.48%

KEC International Ltd

1.07%

PNC Infratech Ltd

0.59%

Chemicals

Epigral Ltd

1.19%

Gujarat Fluorochemicals Ltd

0.90%

Healthcare

Poly Medicure Ltd

1.12%

Entero Healthcare Solutions Ltd

0.96%

Laxmi Dental Ltd

0.83%

Global Health Ltd

0.64%

Vijaya Diagnostic Centre Ltd

0.50%

Entertainment

PVR Inox Ltd

1.10%

Auto Ancillaries

Motherson Sumi Wiring India Ltd

1.10%

Plantation & Plantation Products

CCL Products (India) Ltd

1.05%

Capital Goods - Electrical Equipment

GE Vernova T&D India Ltd

0.99%

Textiles

Indo Count Industries Ltd

0.91%

Ganesha Ecosphere Ltd

0.55%

FMCG

Godrej Consumer Products Ltd

0.91%

Readymade Garments/ Apparells

Gokaldas Exports Ltd

0.88%

Ceramic Products

Kajaria Ceramics Ltd

0.88%

Aerospace & Defence

Bharat Electronics Ltd

0.86%

Capital Goods-Non Electrical Equipment

Kirloskar Pneumatic Company Ltd

0.85%

Finance

REC Ltd

0.76%

Preference n Warrants

TVS Motor Company Ltd

0.04%

See All

Riskometer

Level of risk in the scheme

Moderate

High

Low

Very
High

Your investment will be at Very High Risk

Fund house & investment objective

Rank (total assets)	#14 in India
Total AUM	₹1,36,404.86Cr

Date of Incorporation	12 Dec 2001

HSBC Tax Saver Equity Fund Direct Growth is a Equity Mutual Fund Scheme launched by HSBC Mutual Fund. This scheme was made available to investors on 02 Jan 2013. The fund currently has an Asset Under Management(AUM) of ₹1,36,404.86 Cr and the Latest NAV as of 17 Nov 2025 is ₹108.62.
The HSBC Tax Saver Equity Fund Direct Growth is rated Very High. Minimum SIP Investment is set to N/A . Minimum Lumpsum Investment is ₹500. Exit load of NIL.

Returns and Rankings

Category: Equity ELSS

Annualised returns

Absolute returns

	1Y	3Y	5Y	All
Fund returns	7.42%	6.19%	3.85%	1.20%
Category average	7.03%	5.53%	3.90%	-
Rank within category	30	12	18	-

FAQ’s

What kind of returns does HSBC Tax Saver Equity Fund Direct Growth provide?

HSBC Tax Saver Equity Fund Direct Growth has given a return of 19.76% in the past 3 years.

What is the expense ratio charged by HSBC Tax Saver Equity Fund Direct Growth?

The Expense Ratio charged by HSBC Tax Saver Equity Fund Direct Growth is 1.8%.

What is the AUM size of HSBC Tax Saver Equity Fund Direct Growth?

The AUM size of HSBC Tax Saver Equity Fund Direct Growth is ₹246.30Cr.

What is the minimum SIP amount that you can invest in HSBC Tax Saver Equity Fund Direct Growth?

N/A .

What are the top stock holdings of HSBC Tax Saver Equity Fund Direct Growth?

The top stock holdings of HSBC Tax Saver Equity Fund Direct Growth include , ICICI Bank Ltd , HDFC Bank Ltd , State Bank of India and Axis Bank Ltd.

Get started with us today and
start building your wealth journey

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Get started with us today and
start building your wealth journey

*By clicking, I agree to the T&C and Whatsapp updates.

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HSBC Tax Saver Equity Fund Direct Growth

Open FREE 3-in-1 Account

Start SIPs at just ₹100

Banks

IT - Software

Pharmaceuticals

Debt Others

Consumer Durables

Financial Services

Refineries

Telecom-Service

Healthcare

Diamond, Gems and Jewellery

Automobile

Infrastructure Developers & Operators

E-Commerce/App based Aggregator

Stock/ Commodity Brokers

Realty

Cables

Chemicals

Alcoholic Beverages

Textiles

Entertainment

Auto Ancillaries

Plantation & Plantation Products

Capital Goods - Electrical Equipment

FMCG

Readymade Garments/ Apparells

Ceramic Products

Aerospace & Defence

Capital Goods-Non Electrical Equipment

Finance

Preference n Warrants

Banks

Debt Others

Financial Services

Refineries

Telecom-Service

IT - Software

Automobile

Consumer Durables

Stock/ Commodity Brokers

Cables

Diamond, Gems and Jewellery

Pharmaceuticals

E-Commerce/App based Aggregator

Alcoholic Beverages

Realty

Infrastructure Developers & Operators

Chemicals

Healthcare

Entertainment

Auto Ancillaries

Plantation & Plantation Products

Capital Goods - Electrical Equipment

Textiles

FMCG

Readymade Garments/ Apparells

Ceramic Products

Aerospace & Defence

Capital Goods-Non Electrical Equipment

Finance

Preference n Warrants

Category: Equity ELSS

FAQ’s

What kind of returns does HSBC Tax Saver Equity Fund Direct Growth provide?

What is the expense ratio charged by HSBC Tax Saver Equity Fund Direct Growth?

What is the AUM size of HSBC Tax Saver Equity Fund Direct Growth?

What is the minimum SIP amount that you can invest in HSBC Tax Saver Equity Fund Direct Growth?

What are the top stock holdings of HSBC Tax Saver Equity Fund Direct Growth?

Open FREE
3-in-1 Account

Start SIPs at just
₹100