HSBC Tax Saver Equity Fund - Growth

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Category: Equity: ELSS
Launch Date: 05-01-2007
Asset Class: Equity
Benchmark: NIFTY 500 TRI
Expense Ratio: 2.5% As on (31-10-2025)

Status: Open Ended Schemes for subscription
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 24.63 Cr As on (31-10-2025)
Turn over: 20

NAV as on 21-11-2025

95.5785

-0.9 (-0.9406%)

CAGR Since Inception

12.69%

NIFTY 500 TRI 12.52%

PERFORMANCE of HSBC Tax Saver Equity Fund - Growth

Scheme Performance (%) Data as on - 21-11-2025

	1-Year Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)	Since Launch Ret (%)
HSBC Tax Saver Equity Fund - Growth	5.52	18.68	19.32	13.81	12.69
NIFTY 500 TRI	10.03	16.57	19.03	15.01	12.52
Equity: ELSS	6.26	16.84	18.41	14.21	14.62

Yearly Performance (%)

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Fund Managers

FM 1 - Gautam Bhupal, FM2 - Sonal Gupta

Investment Objective

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 capitalization bias. The Fund may also invest in fixed income securities. However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved

RETURNS CALCULATOR for HSBC Tax Saver Equity Fund - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

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Riskometer

Key Performance and Risk Statistics of HSBC Tax Saver Equity Fund - Growth

Key Statistics	Volatility	Sharpe Ratio	Alpha	Beta	Yield to Maturity	Average Maturity
HSBC Tax Saver Equity Fund - Growth	13.24	0.9	2.26	0.97	-	-
Equity: ELSS	-	-	-	-	-	-

PEER COMPARISION of HSBC Tax Saver Equity Fund - Growth

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Period

Data as on - 21-11-2025

Scheme Name	Launch Date	1-Year Ret (%)	2-Yrs Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)
HSBC Tax Saver Equity Fund - Growth	05-01-2007	5.52	19.86	18.68	19.32	13.81
Mirae Asset ELSS Tax Saver Fund - Regular Plan - Growth	01-12-2015	12.25	18.42	17.44	18.85	0.0
ICICI Prudential ELSS Tax Saver Fund - Growth	19-08-1999	11.81	17.79	16.7	19.03	13.52
HDFC ELSS Tax saver - Growth Plan	05-03-1996	11.52	21.74	21.12	23.84	14.48
Aditya Birla Sun Life ELSS Tax Saver Fund - Growth Option	29-03-1996	11.31	17.2	14.94	12.84	11.44
Sundaram ELSS Tax Saver Fund Regular Growth	01-01-2013	11.01	15.77	15.34	18.26	14.23
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth	14-10-2022	9.82	20.88	20.87	0.0	0.0
Sundaram Value Fund Regular Plan - Growth	10-05-2005	9.7	13.58	13.44	16.89	12.0
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth	05-10-2016	9.63	14.37	14.83	18.8	0.0
Edelweiss ELSS Tax Saver Fund - Regular Plan - Growth Option	30-12-2008	9.13	18.0	16.71	17.76	12.47

PORTFOLIO ANALYSIS of HSBC Tax Saver Equity Fund - Growth

Asset Allocation (%)