OtherELSS- Tax Saver FundDirect · Growth
HSBC ELSS Tax saver Fund - Direct Growth
HSBC · Scheme 151078
₹157.60▼ 0.26%NAV · 2026-09-18
Strong FundScore
AUM
₹4,115 cr
Expense ratio
1.21%
3Y CAGR
18.3%
Risk level
High
Min SIP
₹500
Benchmark
Nifty 500 TRI
Fund manager: Cheenu GuptaExit load: Nil
Strong · 78/100
A high-quality fund that scores well on the factors that matter.
🎯 A dependable core holding for long-term SIP investors.
📈 Why it could do well
- ✓Compounding well recently — 18.3% CAGR over 3 years.
- ✓Very consistent — delivers dependably across market cycles, ideal for SIPs.
- ✓Protects capital well — worst-ever fall was only 19%.
- ✓3Y CAGR: +18.3%
- ✓Positive 3Y windows: 100% of rolling 3Y windows positive
📉 What could drag it down
- •1Y return: +8.5%
- •Sortino ratio: 0.89
FundScore breakdown
78/100 · Strong
Returns
Excellent
Consistency
Excellent
Risk-adjusted
Weak
Downside protection
Excellent
Cost efficiency
Decent
Portfolio quality
Average
Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.