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HSBC ELSS Tax saver Fund - Direct Growth

HSBC · ELSS
High
₹143.05
Current NAV
23 Oct 2026
-4.9%
1Y Return
14.2%
3Y CAGR
19.4%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.14%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.44).
  • Generates significant excess returns relative to benchmark index (Alpha: 4.44).
  • Very large asset base (AUM: ₹23,490 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
1.44
Sharpe Ratio
1.04
Beta
4.44
Alpha
1.64
Sortino
Fund Details
Fund House HSBC
Category ELSS
AUM ₹23490 Cr
Expense Ratio 0.14%
Min SIP ₹500
Min Lumpsum ₹1000
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