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HSBC Tax Saver Equity Fund - Dividend

Category: Equity Linked Savings Schemes (ELSS)
Launch Date: 05-01-2007
Asset Class: Equity
Benchmark: S&P BSE 200
Expense Ratio: 2.58% As on (31-07-2017)
Status: Open Ended Schemes(ELSS) for subscription
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 187.94 Cr As on (31-07-2017)
Turn over: 62.0
NAV as on


CAGR Since Inception


S&P BSE 200 13.81%

PERFORMANCE of HSBC Tax Saver Equity Fund - Dividend

Scheme Performance (%)

Data as on - 22-03-2018

Yearly Performance (%)

Fund Managers

Mr. Aditya Khemani

Mr. Khemani has dpne B.Com (Hons) and PGDM from IIM, Lucknow. Prior to joining Kotak AMC, he worked with SBI Mutual Funds, Prudential ICICI Asset Management India Pvt. Ltd. and Morgan Stanley Advantage Service India Pvt. Ltd.

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 - Dividend

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.



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

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
HSBC Tax Saver Equity Fund - Dividend 14.95 0.87 1.21 1.11 - -
Equity Linked Savings Schemes (ELSS)

PEER COMPARISION of HSBC Tax Saver Equity Fund - Dividend

Data as on - 22-03-2018
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PORTFOLIO ANALYSIS of HSBC Tax Saver Equity Fund - Dividend

Asset Allocation (%)

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