HSBC Tax Saver Equity Fund - Growth

Category: Equity: ELSS
Launch Date: 05-01-2007
Asset Class: Equity
Benchmark: S&P BSE 200 TRI
Expense Ratio: 2.48% As on (30-09-2020)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 137.44 Cr As on (30-09-2020)
Turn over: 66%
NAV as on 30-10-2020

35.9403

-0.22 (-0.6188%)

CAGR Since Inception

9.69%

S&P BSE 200 TRI 9.1%

PERFORMANCE of HSBC Tax Saver Equity Fund - Growth

Scheme Performance (%)

Data as on - 30-10-2020

Yearly Performance (%)

Fund Managers

Gautam Bhupal

Investment Objective

The scheme aims to provide long term capital appreciation by investing in a diversifiedportfolio of equity & equity related instruments of companies across various sectors and industries, with no capitalisation bias.

RETURNS CALCULATOR for HSBC Tax Saver Equity Fund - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

riskometer

Key Performance and Risk Statistics of HSBC Tax Saver Equity Fund - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
HSBC Tax Saver Equity Fund - Growth 14.91 0.87 1.21 1.11 - -
Equity: ELSS - - - - - -

PEER COMPARISION of HSBC Tax Saver Equity Fund - Growth

Period
Data as on - 30-10-2020
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
HSBC Tax Saver Equity Fund - Growth 05-01-2007 -3.04 4.36 -1.64 6.14 8.29
Quant Tax Plan-Growth 01-04-2000 18.69 15.88 8.11 15.33 7.67
Parag Parikh Tax Saver Fund- Regular Growth 05-07-2019 14.68 0.0 0.0 0.0 0.0
BOI AXA Tax Advantage Fund-Regular Plan- Growth 25-02-2009 14.6 16.87 5.29 10.49 9.43
Canara Robeco Equity Taxsaver Fund - Regular Plan - Growth 31-03-1993 9.6 13.23 8.55 10.2 10.36
Mirae Asset Tax Saver Fund-Regular Plan-Growth 01-12-2015 6.06 11.19 6.37 0.0 0.0
Union Long Term Equity Fund - Growth Option 23-12-2011 3.38 9.67 3.68 6.05 0.0
UTI - Long Term Equity Fund (Tax Saving) - Regular Plan - Growth Option 01-08-2005 3.09 7.4 2.03 7.02 7.68
BNP Paribas Long Term Equity Fund - Growth Option 05-01-2006 2.97 11.52 2.83 7.14 10.67
Kotak Tax Saver-Scheme-Growth 01-11-2005 1.93 9.38 3.24 8.75 8.47

PORTFOLIO ANALYSIS of HSBC Tax Saver Equity Fund - Growth

Asset Allocation (%)