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Hsbc Tax Saver Equity Fund Idcw Direct Plan
NAV (Oct 16,2024)
Introducing the HSBC Tax Saver Equity Fund - IDCW - Direct Plan, a smart investment option to save on taxes while growing your wealth. With an expense ratio of 1.6 and a lock-in period of 3 years, this fund provides investors with an opportunity to earn attractive returns. The scheme has a minimum investment requirement of INR 500 and was established on January 1, 2013. With a Price-to-Earnings (PE) ratio of 44.93 and Price-to-Book (PB) ratio of 7.43, this fund offers a promising investment avenue.
Hsbc Tax Saver Equity Fund Idcw Direct Plan Latest Trend
- 1M
- 2M
- 3M
Hsbc Tax Saver Equity Fund Idcw Direct Plan Latest Trend
Risk Ratios
- P/E Ratio44.93
- P/B Ratio7.43
- Alpha0.01
- Beta0.91
- Sharpe0.18
- Sortino0.31
Fund Overview
1.60%
0%
No Lock-in
₹ 215.83 Cr
SIP ₹500.00
Scheme Riskometer
Investors understand that their principal will be at
Very High
Investment Return Calculator
as on Oct 18, 2024
Total Invested Amount | 3 Months Absolute Return (In %) | 6 Months Absolute Return (In %) | 1 Year Absolute Return (In %) | 3 Year Absolute Return (In %) | 5 Year Absolute Return (In %) |
---|---|---|---|---|---|
₹ 10,000 | ₹ 10,801.79 (8.02%) | ₹ 12,472.37 (24.72%) | ₹ 14,680.48 (46.80%) | ₹ 16,528.77 (65.29%) | ₹ 27,629.69 (176.30%) |
₹ 30,000 | ₹ 32,405.37 (8.02%) | ₹ 37,417.11 (24.72%) | ₹ 44,041.44 (46.80%) | ₹ 49,586.31 (65.29%) | ₹ 82,889.07 (176.30%) |
₹ 50,000 | ₹ 54,008.95 (8.02%) | ₹ 62,361.85 (24.72%) | ₹ 73,402.4 (46.80%) | ₹ 82,643.85 (65.29%) | ₹ 1,38,148.45 (176.30%) |
₹ 80,000 | ₹ 86,414.32 (8.02%) | ₹ 99,778.96 (24.72%) | ₹ 1,17,443.84 (46.80%) | ₹ 1,32,230.16 (65.29%) | ₹ 2,21,037.52 (176.30%) |
₹ 1,00,000 | ₹ 1,08,017.9 (8.02%) | ₹ 1,24,723.7 (24.72%) | ₹ 1,46,804.8 (46.80%) | ₹ 1,65,287.7 (65.29%) | ₹ 2,76,296.9 (176.30%) |
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Fund Portfolio Allocation
- Holdings
- Sectors
Name
Assets
- ICICI Bank Limited8.77%
- Infosys Limited5.87%
- Axis Bank Limited5.42%
- Larsen & Toubro Limited4.99%
- Reliance Industries Limited4.81%
- HDFC Bank Limited4.65%
- KEI Industries Limited3.61%
- State Bank of India3.59%
- DLF Limited3.53%
- TVS Motor Company Limited2.80%
- Dixon Technologies India Limited2.74%
- Titan Company Limited2.61%
- Sun Pharmaceutical Industries Limited2.56%
- Phoenix Mills Limited2.49%
- Multi Commodity Exchange of India Limited2.37%
- Hindustan Unilever Limited2.28%
- Amber Enterprises India Limited2.18%
- JB Chemicals and Pharmaceuticals Limited2.11%
- Rainbow Children s Medicare Limited2.10%
- Bharti Airtel Limited2.02%
- Rategain Travel Technologies Limited1.87%
- Prudent Corporate Advisory Services Limited1.74%
- PVR INOX Limited1.73%
- Motherson Sumi Wiring India Limited1.54%
- PB Fintech Limited1.52%
- Treps1.49%
- Lupin Limited1.48%
- One Wam Limited1.32%
- Container Corporation of India Limited1.30%
- PNC Infratech Limited1.22%
- APL Apollo Tubes Limited1.17%
- SRF Limited1.15%
- Kalyan Jewellers India Limited1.15%
- Kajaria Ceramics Limited1.09%
- Godrej Consumer Products Limited1.05%
- KEC International Limited1.03%
- Maruti Suzuki India Limited1.03%
- Gokaldas Exports Limited0.99%
- Poly Medicure Limited0.95%
- CCL Products India Limited0.89%
- Kirloskar Pneumatic Co Limited0.77%
- Bajaj Auto Limited0.63%
- Radico Khaitan Limited0.62%
- Gujarat Fluorochemicals Limited0.52%
- Net Current Assets including cash & bank balances0.24%
- Bank - Private18.84%
- IT - Software7.74%
- Refineries4.81%
- Diamond & Jewellery3.75%
- Cable3.61%
- Bank - Public3.59%
- Finance - Others3.06%
- Air Conditioners2.18%
- Miscellaneous1.73%
- Chemicals1.67%
- Fintech1.52%
- Logistics1.30%
- Textile0.99%
- Tea/Coffee0.89%
- Compressors / Pumps0.77%
Holdings Analysis
Peer Comparison
Pick your choice with our quick comparitive analysis
- 6M
- 1Y
- 3Y
- 5Y
Mutual Fund Schemes | Category | Risk | Absolute Return (6M) |
JM ELSS Tax Saver Fund - Growth | ELSS | Very High | 22.06% |
Invesco India ELSS Tax Saver Fund - Growth | ELSS | Very High | 19.93% |
Parag Parikh ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 19.22% |
Groww ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 14.54% |
Mahindra Manulife ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 14.50% |
Canara Robeco ELSS Tax Saver - Regular Plan - IDCW | ELSS | Very High | 14.37% |
Tata ELSS Tax Saver Fund - Regular Plan - IDCW Pay | ELSS | Very High | 13.78% |
Navi ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 13.23% |
Sundaram ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 12.32% |
Quant ELSS Tax Saver Fund - Growth | ELSS | Very High | 9.30% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 46.30% |
WhiteOak Capital ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 43.64% |
Franklin India ELSS Tax Saver Fund - Growth | ELSS | Very High | 39.16% |
Taurus ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 37.02% |
LIC MF ELSS Tax Saver - Regular Plan - Growth | ELSS | Very High | 36.41% |
Bandhan ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 34.96% |
Union ELSS Tax Saver Fund - Growth | ELSS | Very High | 32.59% |
Mirae Asset ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 31.85% |
360 ONE ELSS Tax Saver Nifty 50 Index Fund - Regular Plan - Growth | ELSS | Very High | 27.57% |
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 25.89% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
SBI Long Term Equity Fund - Regular Plan - IDCW | ELSS | Very High | 25.44% |
Bank of India ELSS Tax Saver - Regular Plan - Growth | ELSS | Very High | 24.51% |
IDBI Equity Advantage Fund - Regular Plan - Growth | ELSS | Very High | 21.00% |
ICICI Prudential ELSS Tax Saver Fund - Growth | ELSS | Very High | 18.68% |
ITI ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 17.93% |
Edelweiss ELSS Tax saver Fund - Regular Plan - Growth | ELSS | Very High | 17.84% |
Baroda BNP Paribas ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 16.13% |
Shriram ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 14.37% |
Aditya Birla Sun Life Tax Plan - IDCW | ELSS | Very High | 14.18% |
Axis ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 9.77% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
SBI Long Term Equity Fund - Regular Plan - IDCW | ELSS | Very High | 26.99% |
Bank of India ELSS Tax Saver - Regular Plan - Growth | ELSS | Very High | 25.01% |
Baroda BNP Paribas ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 19.89% |
Edelweiss ELSS Tax saver Fund - Regular Plan - Growth | ELSS | Very High | 19.88% |
Shriram ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 18.20% |
ICICI Prudential ELSS Tax Saver Fund - Growth | ELSS | Very High | 16.91% |
Nippon India ELSS Tax Saver Fund - Growth | ELSS | Very High | 15.31% |
Axis ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 13.95% |
IDBI Equity Advantage Fund - Regular Plan - Growth | ELSS | Very High | 9.94% |
Aditya Birla Sun Life Tax Plan - IDCW | ELSS | Very High | 3.41% |
Fund Managers
Mr. Gautam BhupalVice President - Investment Management
Over 11 years of experiences in areas of Research and Fund Management.
Ms. Cheenu GuptaFund Manager
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HSBC Tax Saver Equity Fund - IDCW - Direct Plan
HSBC Tax Saver Equity Fund - IDCW - Direct Plan
HSBC Tax Saver Equity Fund - IDCW - Direct Plan
HSBC Tax Saver Equity Fund - IDCW - Direct Plan
HSBC Tax Saver Equity Fund - IDCW - Direct Plan
FAQ's
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