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HSBC ELSS Tax saver Fund Direct growth
Equity • ELSS (Tax Savings) • Direct growth
Tax benefits
80C tax exemptions
CAGR
₹1,000 invested for 5 years
Fund Info
Equity
ELSS (Tax Savings)
Direct growth
Launched On
01 Jan 2013
12.7 years ago
Lock-in Period
3 years
NAV
as of 24 Sep 2025
₹148.43
-0.5876% (-0.80)
AUM
₹4,144 Cr
Expense ratio
1.16%
Benchmark
Fund Plan
Tax info and exit load
Taxes
Units held less than 1Y
20.00%
Units held more than 1Y
12.50%
Exit Load
If units sold anytime
0%
Distribution
Market capital
What's in this fund?
Sectors
Holdings
Financial Services
Consumer Cyclical
Industrials
Technology
Basic Materials
Fund House
HSBC
Inc: 31 Mar 1997 • Total AUM: ₹1,23,565 Cr • Rank #16HSBC Mutual Fund, started in 2002, has HSBC Securities and Capital Markets (India) Private Limited (HSCI) as its sponsor. The fund house is headed by Kailash Kulkarni as the CEO. As of 31 March 2024, it has an AUM of ₹1,09,766 Cr.
Fund Managers
Sonal Gupta
Experience: 4.17 yrs • Total AUM: 5,10,387 Cr
Abhishek Gupta
Experience: 1.55 yrs • Total AUM: 67,061 Cr
Risk
Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Equity). To know the risk of this fund particularly, check 'Risk vs Category'.
Other top rated funds
DSP ELSS Tax Saver Fund
Equity • ELSS (Tax Savings) • Direct Growth3Y CAGR
20.87%
Expense ratio
0.69%
Returns vs category
Risk vs category
Mirae Asset ELSS Tax Saver Fund
Equity • ELSS (Tax Savings) • Direct Growth3Y CAGR
18.71%
Expense ratio
0.59%
Returns vs category
Risk vs category
ICICI Prudential ELSS Tax Saver Fund
Equity • ELSS (Tax Savings) • Direct Growth3Y CAGR
18.08%
Expense ratio
1.09%
Returns vs category
Risk vs category
Kotak ELSS Tax Saver Fund
Equity • ELSS (Tax Savings) • Direct Growth3Y CAGR
17.60%
Expense ratio
0.62%
Returns vs category
Risk vs category
Tata ELSS Fund
Equity • ELSS (Tax Savings) • Direct Growth3Y CAGR
17.30%
Expense ratio
0.72%
Returns vs category
Risk vs category
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.