FundLens
71
ELSS (Tax Saver)Buy

HSBC ELSS Tax Saver

HSBC · Direct–Growth · rank #7 of 38 by Smart Score

Data updated

Trailing returns

vs Nifty 500 (index-fund proxy)
1 Year
8.4%
+5.4% vs index
3 Years
17.0%
+5.4% vs index
5 Years
13.4%
+3.0% vs index
Since launch
14.8%

Year-by-year performance

last entry = YTD
2023
+29.4%
2024
+34.0%
2025
+1.4%
2026
+5.2%

Why this score

HSBC ELSS Tax Saver scores 71/100 — #7 of 38 ELSS (Tax Saver) fund (Buy). It stands out for 3y return and 5y return — beating 91% of peers on 3y return. The main drag is its volatility (better than only 23% of peers).

Each bar shows the fund's percentile vs ELSS (Tax Saver) peers — a longer bar beats more of the category.

3Y return16.99% · 91st percentile in category
5Y return13.37% · 81st percentile in category
Sharpe ratio0.74 · 81st percentile in category
Sortino ratio0.85 · 88th percentile in category
Volatility16.47 · 23rd percentile in category
Alpha2.99 · 82nd percentile in category

Top holdings

top 5 = 16.6% of portfolio
1.ICICI Bank Ltd4.03%
2.Avalon Technologies Ltd.3.43%
3.HDFC Bank Ltd3.4%
4.Reliance Industries Ltd3.03%
5.Shriram Transport Finance Company Ltd2.66%

81 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.

Other ELSS (Tax Saver) funds