HSBC Tax Saver Equity Fund
Empty
1–7 yearsInvestment Horizon
Empty
Empty
Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation18.3%
Sharpe Ratio0.39
Beta1.02
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
ICICI Bank LtdFinancial Services7.38%
HDFC Bank LtdFinancial Services5.52%
Multi Commodity Exchange of India LtdFinancial Services4.44%
Reliance Industries LtdEnergy & Infra4.37%
Infosys LtdTechnology4.00%
Bharti Airtel LtdServices3.97%
Amber Enterprises India Ltd Ordinary SharesConsumers3.55%
Dixon Technologies (India) LtdTechnology3.40%
PB Fintech LtdFinancial Services3.37%
Prudent Corporate Advisory Services LtdFinancial Services3.25%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)2.5%
Regulatory & Tax Information
INF336L01BA4
ISINDailyDealing Frequency
BSE 200 India TR INRBenchmark
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)