HSBC Tax Saver Equity Fund - Direct (IDCW)

HSBC Tax Saver Equity Fund - Direct (IDCW) is ELSS Fund which belongs to the HSBC Tax Saver Equity Fund house. With a total AUM of ₹ 235.25 Cr the fund has an all time CAGR of 15.63%. The current NAV of the plan stands at ₹ 39.22 and it comes under the Very High risk category.

The top 3 holdings of the fund are ICICI Bank (7.38%), HDFC Bank (5.52%) and Multi Comm. Exc. (4.44%), as of 9 Jun, 2025.

In the last 1 year HSBC Tax Saver Equity Fund - Direct (IDCW) has trailing returns of 18.26%, which is 10.02% below the category average return of 8.24%.

Peer funds in this Mutual Fund plan category includes SBI Long Term Advantage Fund - Series V -Dir (G)(AUM: ₹ 362.08 Cr.) and SBI Long Term Advantage Fund - Series V (IDCW)(AUM: ₹ 362.08 Cr.), which have given a return since inception of 17.68% and 17.05%, respectively.

The Fund has 3years and an Exit Load of NIL. The Expense Ratio for the fund is 1.6%, as of 9 Jun, 2025