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HSBC Tax Saver Equity Fund*

Equity Linked Savings Scheme - An Open Ended Equity Linked Savings Scheme with a statutory lock - in of 3 years and tax benefit.
(* Subscription in this fund has been suspended. To invest in our ELSS product, visit HSBC ELSS Fund)

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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.

Our philosophy

  • Disciplined investment approach with “fundamental research” as the foundation of our investment decision making process
  • Focus on companies with an attractive combination of profitability and valuation
  • Look to own scalable businesses with strong execution capability, proven management track record and strong financials

Our process

Proprietary research drives stock selection:

  • Our equity investment process comprises three stages – Stock selection, Stock analysis and Portfolio construction
  • Use a combination of quantitative and qualitative filters to arrive at a list of investable universe of stocks
  • Evaluate stock ideas on the basis of three key parameters, namely Quality of Business, ESG and Valuation
  • Portfolio construction is an outcome of the above mentioned investment process and tracked against predefined risk matrix

Why HSBC Tax Saver Equity Fund ?

  • To save taxes under Section 80C of Income Tax Act
  • The investment approach is bottom-up stock picking. The Scheme seeks to add the best opportunities that the market presents, without any sector/cap bias
  • Bottom-up stock picking: The Scheme focuses on bottom-up stock picking (i.e. focusing solely on prospects of individual stocks) as opposed to a top-down approach (i.e. predicting macro-economic and political trends and taking investment decisions based on them)
  • No cap bias: It will seek to identify the best stocks at a point in time, regardless of any market cap bias
  • True to label fund – The fund will stay true to its objective in keeping with the mandate reposed by the investor whilst investing in the fund
  • To create a corpus through generating inflation-adjusted returns to cater to long-term goals
Riskometer

HSBC Tax Saver Equity Fund

HSBC Tax Advantage Fund - Very High Riskometer
Investors understand that their principal
will be at Very High Risk

Equity Linked Savings Scheme - An open ended equity linked saving scheme with a statutory lock-in of 3 years and tax benefit.

This product is suitable for investors who are seeking*:

  • Long term capital growth
  • Investment predominantly in equity and equity related securities

*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

Please note that the above risk-o-meter is as per the product labelling of the Scheme available as on the date of this communication/disclosure. As per SEBI circular dated October 5, 2020 on product labelling (as amended from time to time), risk-o-meter will be calculated on a monthly basis based on the risk value of the scheme portfolio based on the methodology specified by SEBI in the above stated circular. The AMC shall disclose the risk-o-meter along with portfolio disclosure for all their schemes on their respective website and on AMFI website within 10 days from the close of each month. Any change in risk-o-meter shall be communicated by way of Notice cum Addendum and by way of an e-mail or SMS to unitholders of that particular Scheme.

Benchmark: S&P BSE 500 TRI

HSBC Tax Advantage Fund - Benchmark: S&P BSE 500 TRI - Very High Riskometer


Note - ELSS funds are subject to the Capital gains which will be charged at 10% if above INR 1 lakh. Dividend is subjected to 10% tax.

Begin your journey here

Looking to dream big? Start your journey here.

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