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HSBC Tax Saver Equity Fund Direct Growth

HSBC Tax Saver Equity Fund Direct Growth

NAV ₹101.24 as on 23 Jan 2026

RiskVery High

Fund Size₹243.60Cr

NAV	₹101.24 as on 23 Jan 2026
Risk	Very High
Fund Size	₹243.60Cr

Investment Details

Lock-in

3 Years

Min One Time Amount

₹500

Min Withdrawal Amount

₹-

Min Additional Amount

₹500

Exit Load

NIL

Basic Details

Age

13 years 5 months (Since Jan 02, 2013)

Return since Launch

14.58%

Expense ratio

1.8%

Type

OPEN

AUM (Fund Size)

₹243.60

Risk Grade

Very High

Benchmark

Nifty 500 TRI

Calculate Your Returns

Select Duration

Choose Amount

₹

Returns

Total investment of ₹2,40,000

Would have become ₹61,949 (+209.74%)

Fund Manager

Name:

Gautam Bhupal

Experience:

Over 16 years of experience in Research and Fund Management HSBC Asset Management (India) Private Limited Vice President & Fund Manager, since October 2015 till date Vice President - Investment Management, from June 2015 to October 2016. Fund Manager for PMS Portfolios from July 2008 to June 2015 UTI Asset Management Company Equity Research Analyst from May 2004 to June 2008.

Asset Allocation

ICICI Bank 6.88%

Multi Comm. Exc. 6.04%

HDFC Bank 5.64%

Reliance Industr 4.85%

Bharti Airtel 4.52%

Infosys 4.14%

TVS Motor Co. 3.52%

SBI 3.46%

PB Fintech. 3.01%

KEI Industries 3.00%

Prudent Corp. 2.81%

Axis Bank 2.73%

Titan Company 2.54%

Dixon Technolog. 2.32%

Amber Enterp. 2.19%

Sun Pharma.Inds. 2.15%

Wockhardt 2.14%

Radico Khaitan 1.77%

Swiggy 1.74%

Phoenix Mills 1.67%

Lupin 1.65%

Larsen & Toubro 1.52%

Kotak Mah. Bank 1.41%

Kalyan Jewellers 1.18%

DLF 1.17%

CCL Products 1.16%

Eternal 1.14%

Motherson Wiring 1.14%

GE Vernova T&D 1.03%

Poly Medicure 1.00%

Godrej Consumer 1.00%

KEC Internationa 0.98%

KPIT Technologi. 0.96%

PVR Inox 0.94%

Indo Count Inds. 0.92%

Entero Healthcar 0.90%

Gujarat Fluoroch 0.89%

Epigral 0.87%

Mankind Pharma 0.85%

Bharat Electron 0.82%

Kirl.Pneumatic 0.81%

Gokaldas Exports 0.79%

Laxmi Dental 0.73%

Kajaria Ceramics 0.72%

Global Health 0.58%

Vijaya Diagnost. 0.54%

PNC Infratech 0.53%

Divi's Lab. 0.51%

Ganesha Ecosphe. 0.39%

See All

TREPS 6.13%

TVS Motor Co. 0.04%

Net CA & Others -0.42%

See All

Scheme Holding Summary

Banks

20.12%

IT - Software

8.11%

Pharmaceuticals

7.30%

Financial Services

6.04%

Debt Others

5.71%

Refineries

4.85%

Telecom-Service

4.52%

Consumer Durables

4.51%

Healthcare

3.75%

Diamond, Gems and Jewellery

3.72%

Automobile

3.52%

Infrastructure Developers & Operators

3.03%

Cables

3.00%

E-Commerce/App based Aggregator

2.88%

Realty

2.84%

Stock/ Commodity Brokers

2.81%

Alcoholic Beverages

1.77%

Chemicals

1.76%

Textiles

1.31%

Plantation & Plantation Products

1.16%

Auto Ancillaries

1.14%

Capital Goods - Electrical Equipment

1.03%

FMCG

1.00%

Entertainment

0.94%

Aerospace & Defence

0.82%

Capital Goods-Non Electrical Equipment

0.81%

Readymade Garments/ Apparells

0.79%

Ceramic Products

0.72%

Preference n Warrants

0.04%

See All

Banks

ICICI Bank Ltd

6.88%

HDFC Bank Ltd

5.64%

State Bank of India

3.46%

Axis Bank Ltd

2.73%

Kotak Mahindra Bank Ltd

1.41%

Debt Others

Financial Services

Multi Commodity Exchange of India Ltd

6.04%

Refineries

Reliance Industries Ltd

4.85%

Telecom-Service

Bharti Airtel Ltd

4.52%

IT - Software

Infosys Ltd

4.14%

PB Fintech Ltd

3.01%

KPIT Technologies Ltd

0.96%

Automobile

TVS Motor Company Ltd

3.52%

Cables

KEI Industries Ltd

3.00%

Stock/ Commodity Brokers

Prudent Corporate Advisory Services Ltd

2.81%

Diamond, Gems and Jewellery

Titan Company Ltd

2.54%

Kalyan Jewellers India Ltd

1.18%

Consumer Durables

Dixon Technologies (India) Ltd

2.32%

Amber Enterprises India Ltd

2.19%

Pharmaceuticals

Sun Pharmaceutical Industries Ltd

2.15%

Wockhardt Ltd

2.14%

Lupin Ltd

1.65%

Mankind Pharma Ltd

0.85%

Divis Laboratories Ltd

0.51%

Alcoholic Beverages

Radico Khaitan Ltd

1.77%

E-Commerce/App based Aggregator

Swiggy Ltd

1.74%

Eternal Ltd

1.14%

Realty

Phoenix Mills Ltd

1.67%

DLF Ltd

1.17%

Infrastructure Developers & Operators

Larsen & Toubro Ltd

1.52%

KEC International Ltd

0.98%

PNC Infratech Ltd

0.53%

Plantation & Plantation Products

CCL Products (India) Ltd

1.16%

Auto Ancillaries

Motherson Sumi Wiring India Ltd

1.14%

Capital Goods - Electrical Equipment

GE Vernova T&D India Ltd

1.03%

Healthcare

Poly Medicure Ltd

1.00%

Entero Healthcare Solutions Ltd

0.90%

Laxmi Dental Ltd

0.73%

Global Health Ltd

0.58%

Vijaya Diagnostic Centre Ltd

0.54%

FMCG

Godrej Consumer Products Ltd

1.00%

Entertainment

PVR Inox Ltd

0.94%

Textiles

Indo Count Industries Ltd

0.92%

Ganesha Ecosphere Ltd

0.39%

Chemicals

Gujarat Fluorochemicals Ltd

0.89%

Epigral Ltd

0.87%

Aerospace & Defence

Bharat Electronics Ltd

0.82%

Capital Goods-Non Electrical Equipment

Kirloskar Pneumatic Company Ltd

0.81%

Readymade Garments/ Apparells

Gokaldas Exports Ltd

0.79%

Ceramic Products

Kajaria Ceramics Ltd

0.72%

Preference n Warrants

TVS Motor Company Ltd

0.04%

See All

Riskometer

Level of risk in the scheme

Moderate

High

Low

Very
High

Your investment will be at Very High Risk

Fund house & investment objective

Rank (total assets)	#17 in India
Total AUM	₹1,36,788.21Cr

Date of Incorporation	12 Dec 2001

HSBC Tax Saver Equity Fund Direct Growth is a Equity Mutual Fund Scheme launched by HSBC Mutual Fund. This scheme was made available to investors on 02 Jan 2013. The fund currently has an Asset Under Management(AUM) of ₹1,36,788.21 Cr and the Latest NAV as of 23 Jan 2026 is ₹101.24.
The HSBC Tax Saver Equity Fund Direct Growth is rated Very High. Minimum SIP Investment is set to N/A . Minimum Lumpsum Investment is ₹500. Exit load of NIL.

Returns and Rankings