HSBC ELSS Tax saver Fund - Regular Growth

Fund House: HSBC Mutual Fund
Category: Equity: ELSS
Launch Date: 01-01-2013
Asset Class:
Benchmark: NIFTY 500 TRI
TER: 1.91% As on (29-09-2025)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 4,087.98 Cr As on 30-09-2025(Source:AMFI)
Turn over: 70% | Exit Load: Nil

136.3795

14.23%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 500 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
-2 Years -6 Months
2 Years 7 Months
4 Years 4 Months
10 Years 11 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The investment objective of the Scheme is to generate long-term capital growth from a diversified portfolio of predominantly equity and equity-related securities. There is no assurance that the objective of the Scheme will be realised and the Scheme does not assure or guarantee any returns. For defensive considerations and/or managing liquidity, the Scheme may also invest in money market instruments.

Current Asset Allocation (%)

Indicators

Standard Deviation 14.08
Sharpe Ratio 0.94
Alpha 2.74
Beta 0.99
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
HSBC ELSS Tax saver Fund - Regular Growth 01-01-2013 -1.3 21.54 20.57 20.18 13.67
HDFC ELSS Tax saver - Growth Plan 05-03-1996 4.73 22.81 23.18 25.28 14.2
Parag Parikh ELSS Tax Saver Fund- Regular Growth 07-07-2019 3.19 17.21 18.19 20.28 -
Mirae Asset ELSS Tax Saver Fund - Regular Plan - Growth 01-12-2015 2.51 17.55 18.43 20.42 -
HSBC Tax Saver Equity Fund - Growth 05-01-2007 1.82 20.82 20.38 21.1 13.42
ICICI Prudential ELSS Tax Saver Fund - Growth 19-08-1999 1.63 17.5 17.66 21.05 13.46
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth 14-10-2022 1.38 20.58 - - -
Sundaram ELSS Tax Saver Fund Regular Growth 01-01-2013 1.26 14.95 15.76 20.03 13.94
Aditya Birla Sun Life ELSS Tax Saver Fund - Growth Option 29-03-1996 1.15 16.43 15.75 13.73 11.09
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option 11-12-2015 0.95 12.88 14.05 19.31 -

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

27.2%

Others

0.86%

Large Cap

51.13%

Mid Cap

20.81%

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