FundLens
74
ELSS (Tax Saver)Buy

HSBC ELSS Tax Saver

HSBC · Direct–Growth · rank #3 of 38 by Smart Score

Data updated

Trailing returns

vs Nifty 500 (index-fund proxy)
1 Year
0.6%
+5.3% vs index
3 Years
14.9%
+5.6% vs index
5 Years
11.3%
+3.4% vs index
Since launch
14.3%

Year-by-year performance

last entry = YTD
2023
+29.4%
2024
+34.0%
2025
+1.4%
2026
+1.2%

Why this score

HSBC ELSS Tax Saver scores 74/100 — #3 of 38 ELSS (Tax Saver) fund (Buy). It stands out for 3y return and 5y return — beating 93% of peers on 3y return. The main drag is its volatility (better than only 20% of peers).

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

3Y return14.95% · 93rd percentile in category
5Y return11.35% · 84th percentile in category
Sharpe ratio0.61 · 91st percentile in category
Sortino ratio0.69 · 90th percentile in category
Alpha4.67 · 88th percentile in category
Volatility16.92 · 20th percentile in category

Top holdings

top 5 = 17.3% of portfolio
1.Avalon Technologies Ltd.4.51%
2.ICICI Bank Ltd3.84%
3.HDFC Bank Ltd3.34%
4.Reliance Industries Ltd2.84%
5.Pearl Global Industries Ltd2.79%

80 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.

Other ELSS (Tax Saver) funds