HSBC Tax Saver Equity Fund
(an open ended equity linked savings scheme with a statutory lock-in of 3 years and tax benefit)
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.
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
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
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.
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