Submit

HSBC ELSS Tax saver Fund - Regular Growth

Back to Mutual Funds Research Page
Category: Equity: ELSS
Launch Date: 01-01-2013
Asset Class:
Benchmark: NIFTY 500 TRI
Expense Ratio: 1.9% As on (30-04-2025)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 4,130.2 Cr As on (30-05-2025)
Turn over: 70
NAV as on 03-07-2025

136.2047

-0.01 (-0.0098%)

CAGR Since Inception

14.44%

NIFTY 500 TRI 12.6%

PERFORMANCE of HSBC ELSS Tax saver Fund - Regular Growth

Scheme Performance (%) Data as on - 03-07-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
HSBC ELSS Tax saver Fund - Regular Growth 4.2 25.63 23.0 13.5 14.44
NIFTY 500 TRI 3.91 21.75 23.28 14.14 12.6
Equity: ELSS 2.58 21.82 22.72 13.64 15.26

Yearly Performance (%)

Nav Movement

Fund Managers

Abhishek Gupta, Gautam Bhupal, Sonal Gupta

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.

RETURNS CALCULATOR for HSBC ELSS Tax saver Fund - Regular Growth

Growth of 10000 In SIP (Fund vs Benchmark)

Amount :
Period :
Start :
End :

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount :
Start :

Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

Key Performance and Risk Statistics of HSBC ELSS Tax saver Fund - Regular Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
HSBC ELSS Tax saver Fund - Regular Growth 12.97 0.97 2.73 0.99 - -
Equity: ELSS - - - - - -

PEER COMPARISION of HSBC ELSS Tax saver Fund - Regular Growth

Compare SIP Compare Lumpsum
Period
Data as on - 03-07-2025
Scheme Name Launch
Date		 1-Year
Ret (%)		 2-Yrs
Ret (%)		 3-Yrs
Ret (%)		 5-Yrs
Ret (%)		 10-Yrs
Ret (%)
HSBC ELSS Tax saver Fund - Regular Growth 01-01-2013 4.2 23.82 25.63 23.0 13.5
HSBC Tax Saver Equity Fund - Growth 05-01-2007 11.8 26.61 24.57 24.1 13.58
Parag Parikh ELSS Tax Saver Fund- Regular Growth 07-07-2019 10.61 21.99 22.48 25.12 0.0
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth 14-10-2022 9.78 25.66 0.0 0.0 0.0
Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth Option 05-01-2015 9.35 31.31 31.89 27.33 16.84
ICICI Prudential ELSS Tax Saver Fund - Growth 19-08-1999 7.3 19.65 20.33 22.41 13.32
HDFC ELSS Tax saver - Growth Plan 05-03-1996 7.28 25.72 26.54 26.68 13.64
Mirae Asset ELSS Tax Saver Fund - Regular Plan - Growth 01-12-2015 5.95 20.46 20.78 23.45 0.0
Taurus ELSS Tax Saver Fund - Regular Plan - Growth 31-03-1996 5.74 20.49 22.11 21.08 13.04
DSP ELSS Tax Saver Fund - Regular Plan - Growth 05-01-2007 5.51 25.13 24.43 25.31 15.79

PORTFOLIO ANALYSIS of HSBC ELSS Tax saver Fund - Regular Growth

Asset Allocation (%)