HSBC Tax Saver Equity-G

Fund Category: ELSS

Fund Category ELSS

Very High Equity G

3 Morning Star

0 Value Research

NAV( 16 Sep 2025)

₹ 96.36

2.91%

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HSBC Tax Saver Equity-G

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Performance

19.52%3y Returns

0.94% 1D Returns

Investment details

Min SIP amount

₹ 500
Min Lumpsum

₹ 500
Lock In

1095
Expense ratio

2.5%
Exit load

NIL

L After 365 days

Fund details

View Fund Documents

Fund size

₹ 241 Cr
Plan

REGULAR
Launch date

20 Nov 2006
Fund type

OPEN
Fund benchmark

NIFTY 500 Total Return Index
ISIN

INF336L01BA4

Fund allocation

Asset allocation

Company holdings

Company	Allocation %
Repo	3.48%
KPIT Technologies Ltd	0.98%
Entero Healthcare Solutions Ltd	1.05%
Wockhardt Ltd	2.14%
Kalyan Jewellers India Ltd	1.24%
Prudent Corporate Advisory Services Ltd	3.13%
Laxmi Dental Ltd	0.93%
Dixon Technologies (India) Ltd	3.23%
Axis Bank Ltd	2.27%
Eternal Ltd	1.3%
PB Fintech Ltd	2.95%
Global Health Ltd	0.68%
PNC Infratech Ltd	0.65%
Motherson Sumi Wiring India Ltd	0.99%
Rainbow Children's Medicare Ltd	1.21%
Amber Enterprises India Ltd	2.52%
Net Current Assets	0.85%
Asian Paints Ltd	0.57%
Mankind Pharma Ltd	0.96%
Epigral Ltd	1.3%
Vijaya Diagnostic Centre Ltd	0.52%
Swiggy Ltd	1.86%
Sterling and Wilson Renewable Energy Ltd	0.45%
Gujarat Fluorochemicals Ltd	0.84%
TVS Motor Company Ltd	3.13%
Bharti Airtel Ltd	4.1%
HDFC Bank Ltd	5.48%
Mangalore Chemicals & Fertilizers Ltd	1.45%
Poly Medicure Ltd	1.19%
The Phoenix Mills Ltd	1.37%
Sun Pharmaceutical Industries Ltd	2.02%
Titan Company Ltd	2.3%
Bharat Electronics Ltd	0.77%
Indo Count Industries Ltd	0.76%
Lupin Ltd	1.5%
Larsen & Toubro Ltd	1.35%
Kirloskar Pneumatic Company Ltd	0.94%
Kei Industries Ltd	2.59%
State Bank of India	2.86%
Gokaldas Exports Ltd	0.72%
Infosys Ltd	3.81%
Kajaria Ceramics Ltd	0.9%
KEC International Ltd	1.08%
Multi Commodity Exchange Of India Ltd	4.05%
ICICI Bank Ltd	7.24%
Kotak Mahindra Bank Ltd	1.27%
Radico Khaitan Ltd	1.55%
GE Vernova T&D India Ltd	0.92%
Godrej Consumer Products Ltd	1.03%
Ganesha Ecosphere Ltd	0.61%
PVR Inox Ltd	1.05%
Divi's Laboratories Ltd	0.5%
DLF Ltd	1.27%
REC Ltd	0.73%
Reliance Industries Ltd	4.23%
TVS Motor Company Ltd Pref. Shares 6.00 01/09/2026	0.04%
CCL Products (India) Ltd	1.09%

Sectors

Company	Allocation %
Others	4.33%
Construction	4.64%
Automobile	4.16%
Consumer Staples	3.67%
Materials	1.47%
Financial	22.98%
Capital Goods	9.98%
Consumer Discretionary	6.06%
Chemicals	3.59%
Textiles	2.09%
Services	11.21%
Energy	4.23%
Technology	4.79%
Healthcare	12.70%
Communication	4.10%

Risk Associated

Very High

Investors be aware that principal under this fund will be at Very High risk.
This product is suitable for investors who are seeking capital appreciation over long term

About AMC

View All Mutual Funds

HSBC Mutual Fund >

Contact Information

Address:

Email:
Website

http://www.assetmanagement.hsbc.co.in
Phone:

Funds Offered

54
AUM

₹ 1,31,057 Cr
Website

http://www.assetmanagement.hsbc.co.in

About

HSBC Mutual fund is part of HSBC global asset manager which has a strong heritage of successfully connecting clients to global investment opportunities. HSBC has presence in 26 countries with USD 500 billion under management. Their proven expertise in connecting the developed and developing world allows to unlock sustainable investment opportunities for investors in all regions. Through a long-term commitment to clients and a structured and disciplined investment approach, they deliver solutions to support their financial ambitions.

Fund Manager

View All Mutual Funds

Gautam Bhupal

Funds Offered

14
AUM

₹ 38,005 Cr
Highest Return

23.38%

About

Gautam Bhupal Fund Manager - Role of a fund manager includes buying and selling of securities based on their research and analysis. Check out the mutual fund managers across all the categories for best guidance now

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SIP
One time

SIP amount

/ Monthly

Monthly SIP Date

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Frequently Asked Questions

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What is the current NAV of HSBC Tax Saver Equity-G?

The current NAV of HSBC Tax Saver Equity-G is ₹ 96.3559

How much does HSBC Tax Saver Equity-G charge as expense ratio?

The expense ratio of HSBC Tax Saver Equity-G is 2.5%

How to Redeem HSBC Tax Saver Equity-G Regular Growth?

To redeem, follow the steps below:

1. Login to your Moneyfy Account by Tata Capital.
2. Click on the "Portfolio" button on the bottom left of the home screen.
3. Click "View Funds" on the My Portfolio page.
4. Click on the three dots (⋮) next to the fund you want to redeem.
5. Click "Redeem" from the list to complete the process.

What are the steps to invest in HSBC Tax Saver Equity-G?

To invest, follow the steps below:

1. Login to your Moneyfy Account by Tata Capital.
2. Click on the "Mutual Funds" button on the home screen.
3. Search for the fund name in the search bar at the top of the screen.
4. Click on the "Invest Now" button at the bottom.
5. Choose between SIP or Lumpsum option, enter the amount you wish to invest, and then click on "Proceed to pay".
6. Complete the payment and OTP process to confirm your investments.

Secure your future with hassle-free investing on Moneyfy!

Can I invest in HSBC Tax Saver Equity-G through both SIP and lump sum?

You can invest in Both SIP & Lumpsum in HSBC Tax Saver Equity-G based on your investment objective and risk profile.

What is the return of HSBC Tax Saver Equity-G?

For HSBC Tax Saver Equity-G, 3-year return is 19.52% per annum and 5-year return is 21.68% per annum. Check the return performance in detail on the page.

What is the lock-in period in HSBC Tax Saver Equity-G?

The lock-in-period of HSBC Tax Saver Equity-G is 1095 years.

How to Start your Investing journey on Tata Moneyfy?

At Tata Moneyfy, we follow 3 easy steps to make mutual fund investments simple, convenient, and quick:

Create account

Complete KYC

Set up your account and update your KYC details

Start investing

Once we verify your KYC details, you’re ready to start investing!

Get Started

Scan the QR code to download the app

HSBC Tax Saver Equity-G

₹ 96.36

2.91%

HSBC Tax Saver Equity-G

Performance

19.52%3y Returns

Investment details

₹ 500

₹ 500

1095

2.5%

NIL

L After 365 days

Fund details

₹ 241 Cr

REGULAR

20 Nov 2006

OPEN

NIFTY 500 Total Return Index

INF336L01BA4

Fund allocation

Risk Associated

Very High

About AMC

HSBC Mutual Fund >

Contact Information

Address:

54

₹ 1,31,057 Cr

About

Fund Manager

Gautam Bhupal

14

₹ 38,005 Cr

23.38%

About

Start investing now

Select a Date

Frequently Asked Questions

What is the current NAV of HSBC Tax Saver Equity-G?

How much does HSBC Tax Saver Equity-G charge as expense ratio?

How to Redeem HSBC Tax Saver Equity-G Regular Growth?

What are the steps to invest in HSBC Tax Saver Equity-G?

Can I invest in HSBC Tax Saver Equity-G through both SIP and lump sum?

What is the return of HSBC Tax Saver Equity-G?

What is the lock-in period in HSBC Tax Saver Equity-G?

How to Start your Investing journey on Tata Moneyfy?

Create account

Complete KYC

Start investing

Scan the QR code to download the app

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