HSBC Tax Saver Equity Fund Growth
EquityELSS (Tax Savings)
95.28
0.57(0.60%)
NAV as on 09 Dec, 2025
CAGR
17.30%3Y lock in
- AUM (Crs.)246.30
- Expense Ratio2.50 %
- Sharpe Ratio / Category Average0.79 / 0.75
- Standard Deviation / Category Average13.97 / 13.01
- Beta / Category Average0.96 / 0.94
- Portfolio Turnover / Category Average15.05 / 59.59
- Top 5 Stocks Wt.26.24
- Top 10 Stocks Wt.42.38
- Top 3 Sectors Wt.58.12
- Investment StyleLarge Growth
- Morningstar Rating
Portfolio
Asset Allocation
Weightage by Market Cap
Concentration
- No. of Stocksundefined
- Avg. Market Capundefined
- Top 10 Stocksundefined%
- Top 5 Stocksundefined%
- Top 3 Sectorsundefined%
View Holdings
Fundamentals
| Measures | Fund | Category Average |
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Risk Metrics
Peers
1Y3Y5Y10Y
| Mutual Fund | AUM (cr.) | 3YReturns |
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Holdings
Stocks
Sector
About
- Fund Manager(s)Check HistoryGautam Bhupal, Sonal Gupta
- Launch Date05 Jan, 2007
- BenchmarkS&P BSE 500
Objective
To provide a reasonable income through a diversified portfolio of fixed income securities such that the Macaulay duration of the portfolio is between 1 year to 3 years. However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved.
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