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HSBC Tax Saver Equity Fund

(an open ended equity linked savings scheme with a statutory lock-in of 3 years and tax benefit)

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Our Indian equity team employs a clear philosophy with a disciplined and repeatable process to generate alpha in the medium to long term by exploiting shorter term market inefficiencies in a diversified portfolio with no capitalisation biases.

HSBC Tax Save Equity Fund

ELSS funds are subject to the Capital gains which will be charged at 10 per cent if above INR 1 lahk.
Dividend is subjected to 10 per cent tax.

Our philosophy

  • Focus on companies with an attractive combination of profitability and valuation
  • Active investment opportunity supported by proprietary fundamental research
  • Strict valuation discipline and long-term investment horizon approach

Our process

Proprietary fundamental research drives stock selection:

  • Evaluate investment case based on sustainable profitability
  • Analysis of drivers of profitability and what is discounted in the valuation
  • Benefits from global investment network and research sharing platform

Why HSBC Tax Saver Equity Fund?

  • To save taxes under Section 80C of Income Tax Act
  • 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
Risk Warning

This product is suitable for investors who are seeking*:

  • To create wealth over long term
  • Invests in equity and equity related securities with no market capitalisation bias

Riskometer
Investors understand that their principal
will be at Very High Risk

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