HSBC Tax Saver Equity Fund


NAV : 39.1208
(+1.0712arrow_upward)
AUM : ₹152 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
2.19%12.26%10.14%3.27%6.01%13.9%12.14%



Fund Details

An Open Ended Equity Linked Savings Scheme with a statutory lock - in of 3 years and tax benefit.
NAV39.1208
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₹1,04,948₹1,04,743₹205
After 1 year₹1,03,273₹1,02,508₹765
After 3 years₹1,47,763₹1,44,604₹3,159
After 20 years₹13,50,314₹11,69,136₹1,81,177

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 : 13.9% 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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