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EQUITY•ELSS

HSBC Tax Saver Equity Fund

3 Year return

18.61%
NAV on December 12, 2025
106.807
1D Returns
+0.62%
Launched on January 2013(12 years)

Investment Details

₹1000
Minimum SIP Amount
₹500
Minimum one time investment
Lock-in period: 3.0000 years

Calculate Returns

Based on past performance of this fund

₹
Your Investment₹3,600
Gain
34.64%₹1,247
Total Value ₹4,847

Risk Involved

scale
Your principal will be at
Very High Risk

Scheme Information

Asset Under Management
₹245.87 Cr.
Expense Ratio
1.8% (inclusive of GST)
Exit Load
NIL

Ratings

ARQ Rating
1.5

Ratings by other agencies

Value Research
0
Crisil
2
Morning Star
2

Tax Implications

Withdrawal after 3 years:
12.5% tax on gains above ₹1.25 lakh per financial year

HSBC Mutual Fund Manager

GB

Gautam Bhupal

Fund Manager since Jul 2019

MC

Mayank Chaturvedi

Fund Manager since Oct 2025

SG

Sonal Gupta

Fund Manager since Dec 2022

Fund House Details

HSBC Mutual Fund

HSBC Mutual Fund

Asset management company

AUM
₹1,36,404.86 Cr.
No. of Schemes
170
Setup Date
May 2002

Peer Comparison

Comparison with other similar funds

Funds3 Y ReturnsARQ Rating
Quant ELSS Tax Saver Fund14.8138%
3.5
HDFC ELSS Tax Saver20.8708%
0
SBI ELSS Tax Saver Fund23.0124%
5

Schemes by HSBC Mutual Fund

List of mutual fund schemes by AMC

Funds
3 Years Returns
HSBC Mutual Fund logo

Hybrid . Aggressive Hybrid Fund

HSBC Aggressive Hybrid Active FoF Dividend Direct Payout
14.2716%
HSBC Mutual Fund logo

Hybrid . Aggressive Hybrid Fund

HSBC Aggressive Hybrid Active FoF Dividend Direct Reinvestment
14.2716%
HSBC Mutual Fund logo

Hybrid . Aggressive Hybrid Fund

HSBC Aggressive Hybrid Active FoF Growth Direct
14.274%
HSBC Mutual Fund logo

Hybrid . Aggressive Hybrid Fund

HSBC Aggressive Hybrid Fund Direct Annual IDCW Payout
15.9534%
HSBC Mutual Fund logo

Hybrid . Aggressive Hybrid Fund

HSBC Aggressive Hybrid Fund Direct Annual IDCW Reinvestment
15.9534%

About HSBC Tax Saver Equity Fund Growth Direct

The HSBC Tax Saver Equity Fund Growth Direct is an open-ended equity mutual fund scheme launched by HSBC Mutual Fund. It is a tax-saving ELSS fund, which means that you can claim a deduction of up to ₹1.50 lakh under Section 80C of the Income Tax Act, 1961, for your investment in this fund. The fund is open-ended, which means that you can buy and sell units of the fund at any time. The expense ratio of the fund is lower than the category average. The fund comes with a 3-year lock-in period.

Investment Objectives of the Scheme

The investment objective of the fund is to provide long-term capital appreciation by investing in a diversified portfolio of equity and equity-related instruments of companies across various sectors and industries, with no capitalization bias.

Key Features of The Fund

5-year return
19.167%
Expense Ratio
1.8%
Fund Manager
Gautam Bhupal
Fund Size
₹245.87 Cr.
Risk Profile
Very High

Is This Scheme Right for Me?

The fund is suitable for investors who are looking to invest for at least 3 years and are looking for additional benefits of income tax saving apart from higher returns expectations. The fund is not a good option for those investors having other investment objectives apart from tax savings. However, proper research should be done before investing in the scheme.

AMC Contact Details

NameHSBC Mutual Fund
Launch DateMay 2002
AddressHSBC Asset Management (India) Pvt. Ltd. 9-11 Floors, NESCO IT Park, Building no. 3, Western Express Highway, Goregaon (East), Mumbai – 400 063.
Contact1800-200-2434 / 1800 4190 200
Emailinvestor.line@mutualfunds.hsbc.co.in
Websitehttps://www.assetmanagement.hsbc.co.in/en/mutual-funds
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

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Use our SIP calculator to compare SIPs across different mutual funds. Moreover, by comparing the different expected rates of returns, you can compare the returns on the same amount for different SIPs. Open our SIP calculator to estimate returns and get started on your investment journey today!

FAQs

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of HSBC Tax Saver Equity Fund on December 12, 2025, is ₹106.807
Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of HSBC Tax Saver Equity Fund, is ₹245.87 crore.
The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund's returns. The expense ratio of HSBC Tax Saver Equity Fund is 1.8%
The HSBC Tax Saver Equity Fund was launched on January 01, 2013. The fund has delivered a CAGR of undefined since inception.
A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for HSBC Tax Saver Equity Fund is ₹undefined.
  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.
  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.
  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.
  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.

ENTER AMOUNT

₹
₹4,847 in 3Y at 18.6133% returns
SIP Date1st of every month

Your next SIP Payment will be on 13 January 2026

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