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EquityELSSDirect · Growth

HSBC ELSS Tax saver Fund - Direct Growth

HSBC · Scheme 151078

156.38 0.17%NAV · 2026-08-05
77
Strong FundScore
Start SIP
AUM
Expense ratio
3Y CAGR
17.8%
Risk (SEBI)
Min SIP
Benchmark

NAV Growth

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Historical returns

PeriodReturn
1 Month+2.13%
3 Months+5.88%
6 Months+5.64%
1 Year+7.41%
3 Years (CAGR)+17.84%
5 Years (CAGR)
10 Years (CAGR)
Since Launch+17.33%

Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.

FundScore breakdown

Six explainable dimensions. How the score works →

Returns79
Consistency100
Risk-adjusted56
Downside protection62
Cost efficiency80
Portfolio quality50

Why this fund scores well

  • 3Y CAGR: +17.8%
  • 3Y CAGR vs category: +4.5% vs category avg
  • Positive 3Y windows: 100% of rolling 3Y windows positive
  • Beat category: beat category in 100% of windows
  • Alpha vs benchmark: +8.0%

What to watch

  • 1Y return: +7.4%
  • Sortino ratio: 0.88

Risk metrics

Sharpe ratio
0.71
Sortino ratio
0.88
Volatility
15.56%
Max drawdown
-19.21%
Downside capture
97.40%

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.

Portfolio & holdings

Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.

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