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Scheme Information
HSBC Tax Saver Equity IDCW-P
as of 21 May 2026, 16:54 PM
SIP Calculator
Invested Amount
₹6,00,000
Est. Return
₹5,61,695
Total Value
₹11,61,695
Scheme Ratings
rated by Value Research
Scheme Riskometer
Your principal will be at Very High Risk
Investment Returns
Absolute Returns
CAGR
Company Holdings
Company Name | Sector | Instrument | Assets |
|---|---|---|---|
| ICICI Bank Ltd | Financial Services | E | 6.88% |
| Multi Commodity Exchange of India Ltd | Financial Services | E | 6.04% |
| HDFC Bank Ltd | Financial Services | E | 5.64% |
| Reliance Industries Ltd | Energy | E | 4.85% |
| Bharti Airtel Ltd | Communication Services | E | 4.52% |
| Infosys Ltd | Technology | E | 4.14% |
| TVS Motor Co Ltd | Consumer Cyclical | E | 3.52% |
| State Bank of India | Financial Services | E | 3.46% |
| PB Fintech Ltd | Financial Services | E | 3.01% |
| KEI Industries Ltd | Industrials | E | 3.00% |
| Prudent Corporate Advisory Services Ltd | Financial Services | E | 2.81% |
| Axis Bank Ltd | Financial Services | E | 2.73% |
| Titan Co Ltd | Consumer Cyclical | E | 2.54% |
| Dixon Technologies (India) Ltd | Technology | E | 2.32% |
| Amber Enterprises India Ltd Ordinary Shares | Consumer Cyclical | E | 2.19% |
| Sun Pharmaceuticals Industries Ltd | Healthcare | E | 2.15% |
| Wockhardt Ltd | Healthcare | E | 2.14% |
| Radico Khaitan Ltd | Consumer Defensive | E | 1.77% |
| Swiggy Ltd | Consumer Cyclical | E | 1.74% |
| Phoenix Mills Ltd | Real Estate | E | 1.67% |
| Lupin Ltd | Healthcare | E | 1.65% |
| Larsen & Toubro Ltd | Industrials | E | 1.52% |
| Kotak Mahindra Bank Ltd | Financial Services | E | 1.41% |
| Kalyan Jewellers India Ltd | Consumer Cyclical | E | 1.18% |
| DLF Ltd | Real Estate | E | 1.17% |
| CCL Products (India) Ltd | Consumer Defensive | E | 1.16% |
| Motherson Sumi Wiring India Ltd | Consumer Cyclical | E | 1.14% |
| Eternal Ltd | Consumer Cyclical | E | 1.14% |
| GE Vernova T&D India Ltd | Industrials | E | 1.03% |
| Poly Medicure Ltd | Healthcare | E | 1.00% |
| Godrej Consumer Products Ltd | Consumer Defensive | E | 1.00% |
| KEC International Ltd | Industrials | E | 0.98% |
| KPIT Technologies Ltd | Technology | E | 0.96% |
| PVR INOX Ltd | Communication Services | E | 0.94% |
| Indo Count Industries Ltd | Consumer Cyclical | E | 0.92% |
| Entero Healthcare Solutions Ltd | Healthcare | E | 0.90% |
| Gujarat Fluorochemicals Ltd Ordinary Shares | Basic Materials | E | 0.89% |
| Epigral Ltd | Basic Materials | E | 0.87% |
| Mankind Pharma Ltd | Healthcare | E | 0.85% |
| Bharat Electronics Ltd | Industrials | E | 0.82% |
| Kirloskar Pneumatic Co Ltd | Industrials | E | 0.81% |
| Gokaldas Exports Ltd | Consumer Cyclical | E | 0.79% |
| Laxmi Dental Ltd | Healthcare | E | 0.73% |
| Kajaria Ceramics Ltd | Industrials | E | 0.72% |
| Global Health Ltd | Healthcare | E | 0.58% |
| Vijaya Diagnostic Centre Ltd | Healthcare | E | 0.54% |
| PNC Infratech Ltd | Industrials | E | 0.53% |
| Divi's Laboratories Ltd | Healthcare | E | 0.51% |
| Ganesha Ecosphere Ltd | Consumer Cyclical | E | 0.39% |
| Tvs Motor Company Limited | - | P | 0.04% |
| Treps | - | CR | 6.13% |
| Net Current Assets (Including Cash & Bank Balances) | - | C | 0.44% |
| REC Ltd | - | E | - |
Sector Holding Analysis
Equity / Debt / Cash Split
Equity
94.27%
Cash
5.69%
Equity sector allocation
Basic Materials
1.76%
Communication Services
5.46%
Consumer Cyclical
15.54%
Consumer Defensive
3.94%
Energy
4.85%
Financial Services
31.98%
Healthcare
11.08%
Industrials
9.4%
Real Estate
2.84%
Technology
7.42%
Others
5.73%
Fund House Contact Details
Asset Management Company
Funds in this Category
Nippon India Taiwan Equity Reg Gr
Equity
Min. Investment
₹500
Category Returns
32.05%
63.78%
3Y Returns
+63.78%
Mirae Asset NYSE FANG+ ETF FoF Reg Gr
Equity
Min. Investment
₹5000
Category Returns
32.05%
63.78%
3Y Returns
+48.34%
DSP Wld Gld Mng Ovrs Eq Omni FoF Gr
Equity
Min. Investment
₹100
Category Returns
32.05%
63.78%
3Y Returns
+45.98%
About HSBC Tax Saver Equity IDCW-P
Investment Objective of the Scheme
Key Features of The Fund
5-year return
+15.02%
Fund Manager
-
Risk Profile
Very High Risk
Expense Ratio
2.50%
Fund Size
₹243.60 Cr
FAQ's
What has been the returns generated by HSBC Tax Saver Equity IDCW-P over different time periods?
What is the expense ratio of HSBC Tax Saver Equity IDCW-P?
What is the AUM (Assets Under Management) of HSBC Tax Saver Equity IDCW-P?
What are the top stock holdings of HSBC Tax Saver Equity IDCW-P?
The HSBC Tax Saver Equity IDCW-P has invested the majority of its money in the stocks of the following companies:
| Company | Percentage of Portfolio |
|---|---|
| ICICI Bank Ltd | 6.88% |
| Multi Commodity Exchange of India Ltd | 6.04% |
| HDFC Bank Ltd | 5.64% |
| Reliance Industries Ltd | 4.85% |
| Bharti Airtel Ltd | 4.52% |
| Infosys Ltd | 4.14% |
| TVS Motor Co Ltd | 3.52% |
| State Bank of India | 3.46% |
| PB Fintech Ltd | 3.01% |
| KEI Industries Ltd | 3.00% |
| Prudent Corporate Advisory Services Ltd | 2.81% |
| Axis Bank Ltd | 2.73% |
| Titan Co Ltd | 2.54% |
| Dixon Technologies (India) Ltd | 2.32% |
| Amber Enterprises India Ltd Ordinary Shares | 2.19% |
| Sun Pharmaceuticals Industries Ltd | 2.15% |
| Wockhardt Ltd | 2.14% |
| Radico Khaitan Ltd | 1.77% |
| Swiggy Ltd | 1.74% |
| Phoenix Mills Ltd | 1.67% |
| Lupin Ltd | 1.65% |
| Larsen & Toubro Ltd | 1.52% |
| Kotak Mahindra Bank Ltd | 1.41% |
| Kalyan Jewellers India Ltd | 1.18% |
| DLF Ltd | 1.17% |
| CCL Products (India) Ltd | 1.16% |
| Motherson Sumi Wiring India Ltd | 1.14% |
| Eternal Ltd | 1.14% |
| GE Vernova T&D India Ltd | 1.03% |
| Poly Medicure Ltd | 1.00% |
| Godrej Consumer Products Ltd | 1.00% |
| KEC International Ltd | 0.98% |
| KPIT Technologies Ltd | 0.96% |
| PVR INOX Ltd | 0.94% |
| Indo Count Industries Ltd | 0.92% |
| Entero Healthcare Solutions Ltd | 0.90% |
| Gujarat Fluorochemicals Ltd Ordinary Shares | 0.89% |
| Epigral Ltd | 0.87% |
| Mankind Pharma Ltd | 0.85% |
| Bharat Electronics Ltd | 0.82% |
| Kirloskar Pneumatic Co Ltd | 0.81% |
| Gokaldas Exports Ltd | 0.79% |
| Laxmi Dental Ltd | 0.73% |
| Kajaria Ceramics Ltd | 0.72% |
| Global Health Ltd | 0.58% |
| Vijaya Diagnostic Centre Ltd | 0.54% |
| PNC Infratech Ltd | 0.53% |
| Divi's Laboratories Ltd | 0.51% |
| Ganesha Ecosphere Ltd | 0.39% |
| Tvs Motor Company Limited | 0.04% |
| Treps | 6.13% |
| Net Current Assets (Including Cash & Bank Balances) | 0.44% |
| REC Ltd | - |
In which sectors has HSBC Tax Saver Equity IDCW-P invested in?
The HSBC Tax Saver Equity IDCW-P has invested the majority of its money in the stocks of the following sectors -
| Company | Percentage of Portfolio |
|---|---|
| Basic Materials | 1.76% |
| Communication Services | 5.46% |
| Consumer Cyclical | 15.54% |
| Consumer Defensive | 3.94% |
| Energy | 4.85% |
| Financial Services | 31.98% |
| Healthcare | 11.08% |
| Industrials | 9.40% |
| Real Estate | 2.84% |
| Technology | 7.42% |
| Utilities | - |
What is the risk level of HSBC Tax Saver Equity IDCW-P?
Is there a minimum SIP amount to invest in HSBC Tax Saver Equity IDCW-P?
Can I invest in HSBC Tax Saver Equity IDCW-P both in SIP and lump sum?
How to invest in HSBC Tax Saver Equity IDCW-P?
Investing in mutual funds is easy on HDFC SKY.
Follow these simple steps to invest in HSBC Tax Saver Equity IDCW-P:
- On HDFC SKY open your demat account if you don't have one.
- Check the performance of HSBC Tax Saver Equity IDCW-P.
- Choose between SIP or Lumpsum and start your mutual fund investment journey on HDFC Sky.
Is there any exit load charges of HSBC Tax Saver Equity IDCW-P?
The exit load of HSBC Tax Saver Equity IDCW-P is as follows:
Exit load of 0.0%, if redeemed within 1 year
.What is the process to redeem my investment in HDFC SKY?
The following are the Steps to Redeem mutual funds on HDFC SKY:
1. Go to Mutual Funds > My Investments/Portfolio.
2. Select the fund and tap Redeem/Sell.
3. Choose Full, Units, or Amount.
4. Review NAV, units, and exit load.
5. Confirm. Amount (Units × NAV) is credited to the registered bank in T+1–T+3 days. ELSS has a 3-year lock-in.
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