HSBC Tax Saver Equity Fund


NAV : 38.5704
(-0.1106arrow_downward)
AUM : ₹152 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
350.12%15.97%6.54%1.97%7.32%14.95%NA



Fund Details

An Open Ended Equity Linked Savings Scheme with a statutory lock - in of 3 years and tax benefit.
NAV38.5704
Launch Date-
Min (1st time)₹500
Min (later on)₹500
Min SIP₹3,000
Expense Ratio2.58%
Exit Load : Nil


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 6 months₹1,03,218₹1,02,850₹367
After 1 year₹1,01,972₹1,01,252₹719
After 3 years₹1,51,902₹1,48,708₹3,195
After 20 years₹16,23,414₹14,08,931₹2,14,483

Investment Calculators



SIP Calculator

Per Month

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


START SIP    



Lumpsum Calculator

One Time

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


INVEST NOW

Returns assumed : 14.95% Past 3 yr Data

NAV History



Expense Ratio Trends





Fund Objective:
Aims to provide long term capital appreciation by investing in adiversified portfolio of equity & equity related instruments of companies acrossvarioussectorsandindustries,withnocapitalisationbias.TheFundmayalsoinvestinfixedincomesecurities.However,therecanbenoassuranceor guaranteethattheinvestmentobjectiveoftheschemewouldbeachieved.
Fund Manager:
Aditya Khemani















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