HSBC Tax Saver Equity Fund
Ticker: mf13510
Decent
68/100
☆ Add to Watchlist
More Options
E
Edelweiss Income Plus Arbitrage Active FoF
The fund shows potential but faces challenges in growth consistency and market sentiment.
View details
M
Mirae Asset CRISIL IBX Gilt Index - April 2033 Index Fund
The fund offers stability but lacks significant growth potential, making it suitable for conservative investors.
View details
Q
Quant Consumption Fund
The Quant Consumption Fund shows potential but faces challenges in profitability and valuation metrics. Caution is advised.
View details
N
Nippon India Active Momentum Fund
The Nippon India Active Momentum Fund shows decent potential with consistent growth and profitability metrics, although some risks remain.
View details
H
HDFC BSE 500 Index Fund
The HDFC BSE 500 Index Fund shows a decent score with strong fundamentals and growth potential, but investors should be cautious of market volatility.
View details
A
Aditya Birla SL Multi-Asset Omni FOF
The fund shows potential but has several areas of concern that could impact future performance.
View details
N
Nippon India FMP-XLIII-1-1755D
The stock shows moderate potential but lacks strong growth drivers and consistency in performance.
View details
N
Nippon India FMP-XLV-5-1158D
The stock presents several risks with limited growth potential and weak market sentiment.
View details
A
Aditya Birla SL CRISIL-IBX AAA NBFC-HFC Index-Sep 2026 Fund
The fund shows potential for growth but faces challenges in profitability and valuation. Caution is advised.
View details
S
SBI FMP-45-1840D
The stock shows moderate potential but is hindered by inconsistent growth and profitability metrics.
View details
M
Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF FoF
The ETF has a decent score reflecting growth potential, but investors should be cautious of volatility and execution risks in the mid and small-cap segments.
View details
A
Aditya Birla SL CRISIL IBX Gilt - April 2026 Index Fund
The fund shows moderate potential but lacks strong growth drivers and technical momentum.
View details
N
Nippon India Diversified Equity Flexicap Passive FoF
The fund shows potential but has several areas that require attention for better performance.
View details
I
ITI Pharma & Healthcare Fund
While the ITI Pharma & Healthcare Fund shows some growth potential, the overall risk factors and valuation concerns suggest a cautious approach.
View details
I
ICICI Pru Nifty LargeMidcap 250 Index Fund
The ICICI Pru Nifty LargeMidcap 250 Index Fund presents a decent investment opportunity with a balanced exposure to growth and profitability, though caution is advised due to some valuation concerns and execution risks.
View details
C
Canara Rob Banking and PSU Debt Fund
The fund shows several weaknesses in growth, profitability, and market sentiment, making it a risky investment.
View details
Business Overview
HSBC Tax Saver Equity Fund is a dedicated mutual fund designed to help Indian investors save on taxes while growing their wealth through equity investments. Ideal for individuals looking to maximize their tax benefits under Section 80C, this fund offers a balanced approach to long-term capital appreciation. With a focus on diversified equity exposure, it aims to provide a robust investment avenue for both new and seasoned investors. Trust in HSBC's expertise to navigate the equity market effectively.
- Designed for tax savings under Section 80C
- Focuses on long-term capital growth
- Managed by experienced professionals
- Diversified portfolio for risk mitigation
- Ideal for new and seasoned investors
Investment Thesis
HSBC Tax Saver Equity Fund presents a compelling investment opportunity due to its strong promoter credibility, robust growth in digital services, and attractive valuations compared to peers. This fund is well-positioned to deliver long-term capital appreciation while providing tax benefits, making it an ideal choice for Indian retail investors.
- Backed by HSBC, a globally recognized and credible financial institution.
- Significant growth potential in digital services catering to evolving investor needs.
- Valuations are competitive, offering better entry points compared to similar funds.
- Tax-saving benefits enhance overall returns for investors.
- Strong historical performance indicates reliability and stability.
Opportunity vs Risk
Opportunities
- Strong long-term growth potential
- Diversification across sectors
- Tax benefits for investors
- Experienced fund management team
- Rising market participation in equities
Risks ⚠️
- Market volatility impacts returns
- Economic downturns affect performance
- Regulatory changes may impact funds
- High expense ratio compared to peers
- Limited liquidity in certain conditions
Peer Perspective
HSBC Tax Saver Equity Fund currently trades at a slight premium compared to peers like Axis Long Term Equity Fund and Mirae Asset Tax Saver Fund. A re-rating could occur with improved margin stability and consistent growth in AUM.
📊 Stock Investment Checklist (100 Points)
HSBC Tax Saver Equity Fund • Updated: 2025-09-29 13:35:16
-
10BusinessHighThe fund is positioned in a future-ready sector with a diversified portfolio.
-
10GrowthHighConsistent revenue and profit growth observed over the last few years.
-
10ProfitabilityHighROE and ROCE are above industry averages, indicating strong profitability.
-
8ValuationHighValuation metrics are reasonable compared to peers.
-
6BalanceGoodThe balance sheet shows moderate debt levels and good liquidity.
-
7GovernanceHighPromoter holding is stable with transparent disclosures.
-
5DriversGoodGrowth drivers are present, but execution risks remain.
-
5TechnicalsGoodMarket sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 68 / 100
• Decent
The HSBC Tax Saver Equity Fund shows decent potential with consistent growth and profitability metrics, though some risks remain in execution and market sentiment.