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HSBC ELSS Tax saver Fund
Fund Overview
| AUM (Fund size) | ₹4,215 Cr |
| Exit load | 0% |
| Lock-in Period | 3 Years |
| Age | 19 yrs 10 m since Jan 05, 2006 |
| Benchmark | NIFTY 500 TRI |
| Min. investment | SIP: ₹3000 & Lumpsum: ₹10000 |
| Expense ratio | 1.9% as on Oct 31, 2025 |
| Plan type | Regular |
| Risk | Very High |
| Short term capital gains (STCG) | Returns taxed at 20% if you redeem before 1 year |
| Long term capital gains (LTCG) | After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5% |
Peer Comparison
| Fund Name | 1M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|
| HSBC ELSS Tax saver Fund | -0.27% | 4.34% | 2.97% | 19.29% | 18.3% | 14.02% |
| HDFC ELSS Tax Saver Fund | 0.16% | 4.42% | 8.53% | 20.5% | 23.49% | 14.51% |
| SBI ELSS Tax Saver Fund | 0.46% | 3.32% | 3.86% | 23.09% | 23.34% | 15.08% |
| Parag Parikh ELSS Tax Saver Fund | -1.42% | 0.96% | 5.12% | 16.13% | 19.59% | 12.34% |
| DSP ELSS Tax Saver Fund | 1.37% | 3.23% | 4.98% | 19.18% | 21.02% | 16.24% |
| Franklin India ELSS Tax Saver Fund | 0.53% | 2.67% | 3.3% | 17.73% | 20.36% | 13.73% |
| Fund Name | Std. deviation | Beta | Sharpe | Sortino |
|---|---|---|---|---|
| HSBC ELSS Tax saver Fund | 14.03 | 0.98 | 0.90 | 1.10 |
| HDFC ELSS Tax Saver Fund | 11.22 | 0.83 | 1.23 | 2.01 |
| SBI ELSS Tax Saver Fund | 13.06 | 0.95 | 1.21 | 1.97 |
| Parag Parikh ELSS Tax Saver Fund | 9.37 | 0.66 | 1.01 | 1.52 |
| DSP ELSS Tax Saver Fund | 13.12 | 0.96 | 0.94 | 1.83 |
| Franklin India ELSS Tax Saver Fund | 12.55 | 0.94 | 0.89 | 1.30 |
| Fund Name | AUM | Fund Age | Expense Ratio |
|---|---|---|---|
| HSBC ELSS Tax saver Fund | 4,215 Cr | 19 yrs 10 m | 1.9% |
| HDFC ELSS Tax Saver Fund | 17,194 Cr | 29 yrs 11 m | 1.7% |
| SBI ELSS Tax Saver Fund | 31,783 Cr | 18 yrs 6 m | 1.57% |
| Parag Parikh ELSS Tax Saver Fund | 5,791 Cr | 6 yrs 4 m | 1.72% |
| DSP ELSS Tax Saver Fund | 17,241 Cr | 18 yrs 11 m | 1.62% |
| Franklin India ELSS Tax Saver Fund | 6,788 Cr | 26 yrs 7 m | 1.8% |