HSBC ELSS Tax saver Fund - Regular Growth

Fund House: HSBC Mutual Fund
Category: Equity: ELSS
Launch Date: 01-01-2013
Asset Class:
Benchmark: NIFTY 500 TRI
TER: 1.94% As on (30-03-2026)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 3,562.93 Cr As on 31-03-2026(Source:AMFI)
Turn over: 70% | Exit Load: Nil

134.509

13.77%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 500 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
-2 Years -6 Months
2 Years 7 Months
4 Years 4 Months
10 Years 11 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The investment objective of the Scheme is to generate long-term capital growth from a diversified portfolio of predominantly equity and equity-related securities. There is no assurance that the objective of the Scheme will be realised and the Scheme does not assure or guarantee any returns. For defensive considerations and/or managing liquidity, the Scheme may also invest in money market instruments.

Current Asset Allocation (%)

Indicators

Standard Deviation 15.69
Sharpe Ratio 0.55
Alpha 1.86
Beta 1.01
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
HSBC ELSS Tax saver Fund - Regular Growth 01-01-2013 8.43 9.86 19.5 14.78 13.97
Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth Option 05-01-2015 15.01 11.95 24.82 19.25 17.09
Quant ELSS Tax Saver Fund - Growth Option - Regular Plan 01-04-2000 11.18 1.37 18.09 18.13 19.97
Edelweiss ELSS Tax Saver Fund - Regular Plan - Growth Option 30-12-2008 9.86 8.85 16.94 14.01 12.56
BANK OF INDIA ELSS Tax Saver -ECO Plan-Growth 25-02-2009 9.55 3.61 18.14 15.91 17.04
BANK OF INDIA ELSS Tax Saver -Regular Plan- Growth 25-02-2009 9.27 3.35 17.84 15.6 16.46
Tata ELSS Fund-Growth-Regular Plan 13-10-2014 8.89 9.05 16.62 14.56 14.17
Aditya Birla Sun Life ELSS Tax Saver Fund - Growth Option 29-03-1996 8.76 8.45 15.9 9.71 10.96
Mirae Asset ELSS Tax Saver Fund - Regular Plan - Growth 01-12-2015 8.08 7.99 16.58 14.04 17.22
BARODA BNP PARIBAS ELSS Tax Saver Fund - Regular - Growth Option 05-01-2006 7.58 8.89 18.84 13.84 12.87

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

25.93%

Others

1.63%

Large Cap

53.68%

Mid Cap

18.76%

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