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HSBC Tax Saver Equity Fund - Growth

Category: Equity Linked Savings Schemes (ELSS)
Launch Date: 05-01-2007
Asset Class: Equity
Benchmark: S&P BSE 200
Expense Ratio: 2.42% As on (31-03-2018)
Status: Open Ended Schemes(ELSS) for subscription
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 169.04 Cr As on (31-03-2018)
Turn over: 49%
NAV as on 18-05-2018

36.9531

-0.51 (-1.3877%)

CAGR Since Inception

12.18%

S&P BSE 200 13.87%

PERFORMANCE of HSBC Tax Saver Equity Fund - Growth

Scheme Performance (%)

Data as on - 18-05-2018

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 - 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 Linked Savings Schemes (ELSS) - - - - - -

PEER COMPARISION of HSBC Tax Saver Equity Fund - Growth

Period
Data as on - 18-05-2018
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 6.24 18.32 11.72 16.72 12.34
BOI AXA Tax Advantage Fund-Regular Plan- Growth 25-02-2009 27.3 25.33 14.51 19.28 0.0
IDFC Tax Advantage (ELSS) Fund-Regular Plan-Growth 26-12-2008 19.45 23.58 13.01 20.7 0.0
Axis Long Term Equity Fund - Growth 29-12-2009 19.44 19.23 11.64 22.37 0.0
Aditya Birla Sun Life Tax Savings Fund - Regular Plan - Growth Option 28-03-2004 19.09 20.77 13.7 18.61 10.15
Aditya Birla Sun Life Tax Relief 96 - Growth Option 06-03-2008 18.48 20.47 13.76 21.59 11.75
Aditya Birla Sun Life Tax Plan - Regular Plan - Growth Option 02-02-1999 18.17 19.95 13.31 20.83 11.87
Invesco India Tax Plan - Growth 29-12-2006 16.16 19.16 12.29 19.68 14.49
Taurus Tax Shield- Regular Plan - Growth Option 31-03-1996 15.93 21.77 12.26 15.29 10.37
MOFLTE - Regular Plan - Growth Option 21-01-2015 15.03 26.55 19.09 0.0 0.0

PORTFOLIO ANALYSIS of HSBC Tax Saver Equity Fund - Growth

Asset Allocation (%)

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