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
3.4%
+5.5% vs index
3 Years
15.8%
+6.0% vs index
5 Years
12.8%
+3.3% vs index
Since launch
14.7%

Year-by-year performance

last entry = YTD
2023
+29.4%
2024
+34.0%
2025
+1.4%
2026
+4.5%

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 91% 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 return15.84% · 91st percentile in category
5Y return12.80% · 81st percentile in category
Sharpe ratio0.77 · 91st percentile in category
Alpha4.38 · 93rd percentile in category
Sortino ratio0.77 · 88th percentile in category
Volatility16.43 · 20th percentile in category

Top holdings

top 5 = 16.9% of portfolio
1.Avalon Technologies Ltd.4.38%
2.ICICI Bank Ltd3.97%
3.HDFC Bank Ltd3.14%
4.Reliance Industries Ltd2.87%
5.Pearl Global Industries Ltd2.52%

79 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.

Other ELSS (Tax Saver) funds