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HSBC ELSS Tax saver Fund - Regular IDCW Payout

HSBC · ELSS
High
₹25.04
Current NAV
23 Oct 2026
-13.2%
1Y Return
0.7%
3Y CAGR
20.0%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.80).
  • Very large asset base (AUM: ₹20,350 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the ELSS mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
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
1.80
Sharpe Ratio
1.10
Beta
-0.70
Alpha
2.16
Sortino
Fund Details
Fund House HSBC
Category ELSS
AUM ₹20350 Cr
Expense Ratio 1.50%
Min SIP ₹500
Min Lumpsum ₹1000
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