🟠 Below Avg Equity Scheme - ELSS

HSBC ELSS Tax saver Fund -

by HSBC Mutual Fund · Direct Plan · Growth
5.2 / 10
BullWiser Honest Score
4.6%
1Y Return
18.1%
3Y CAGR
--
Exp. Ratio
HSBC ELSS Tax saver Fund - is a below-average performer in its category with a BullWiser Honest Score of 5.2/10 — above the Equity Scheme - ELSS category median of 4.7/10 across 41 funds. Its 3-year CAGR of 18.1% outperforms the Equity Scheme - ELSS category average of 14.6% by +3.5 percentage points. As a Direct plan, HSBC ELSS Tax saver Fund - eliminates the distributor commission built into Regular plans, maximising the net return to the investor.

Fund Details

Fund Name
HSBC ELSS Tax saver Fund -
Plan Type
Direct · Growth
Expense Ratio
--
Verdict
🟠 Below Avg
1Y Return
4.6%
3Y CAGR
18.1%

vs Category Average — Equity Scheme - ELSS

This fund
+3.5% vs category avg
TER data not available
This fund
+0.5 vs category avg

Category: Equity Scheme - ELSS · 41 Direct-plan funds compared · 0% are High Quality

Frequently Asked Questions

What is the BullWiser Honest Score of HSBC ELSS Tax saver Fund -?
HSBC ELSS Tax saver Fund - has a BullWiser Honest Score of 5.2/10 (BELOW AVERAGE). The score rates the fund across four pillars: returns quality, expense ratio, risk-adjusted performance (Sharpe ratio & max drawdown), and overall fund quality (AUM, age, consistency).
What is the expense ratio of HSBC ELSS Tax saver Fund -?
The Total Expense Ratio (TER) of HSBC ELSS Tax saver Fund - Direct Plan is --. Choosing the Direct plan saves you the distributor commission baked into Regular plans — typically 0.5–1% per year — which compounds significantly over time.
What are the returns of HSBC ELSS Tax saver Fund -?
HSBC ELSS Tax saver Fund - has delivered 4.6% 1-year returns and 18.1% 3-year CAGR. For a full NAV history and comparison with category peers, use BullWiser's MF Analyser. Past performance is not a guarantee of future returns.
Is HSBC ELSS Tax saver Fund - a good investment?
BullWiser rates HSBC ELSS Tax saver Fund - as BELOW AVERAGE (Honest Score 5.2/10). Always match a fund to your own risk profile and investment horizon. Use the MF Analyser to compare it with peers in the Equity Scheme - ELSS category.
How does Direct Plan differ from Regular Plan for HSBC ELSS Tax saver Fund -?
The Direct plan of HSBC ELSS Tax saver Fund - has a lower expense ratio than the Regular plan because no distributor commission is paid. On a ₹10 lakh investment over 20 years, even a 0.5% lower TER can save ₹5–10 lakh in compounded wealth. BullWiser always recommends Direct plans for cost-conscious investors.

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