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: 1.9% As on (30-06-2025)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 4,250.51 Cr As on 30-06-2025(Source:AMFI)
Turn over: 70% | Exit Load: Nil

132.3554

14.21%

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 14.73
Sharpe Ratio 1.26
Alpha 3.38
Beta 0.97
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 -0.34 21.37 19.95 21.48 12.77
HSBC Tax Saver Equity Fund - Growth 05-01-2007 7.1 23.28 19.41 22.56 13.0
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth 14-10-2022 5.49 21.61 - - -
Parag Parikh ELSS Tax Saver Fund- Regular Growth 07-07-2019 3.78 19.09 18.89 22.57 -
Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth Option 05-01-2015 3.61 27.91 25.98 26.08 16.0
HDFC ELSS Tax saver - Growth Plan 05-03-1996 2.55 21.98 22.06 25.35 13.17
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option 11-12-2015 1.68 12.2 13.68 20.03 -
Sundaram ELSS Tax Saver Fund Regular Growth 01-01-2013 0.74 15.07 15.47 21.01 13.16
ICICI Prudential ELSS Tax Saver Fund - Growth 19-08-1999 0.7 16.64 15.81 21.2 12.69
Sundaram Diversified Equity (ELSS) Regular Plan - Growth 10-05-2005 0.29 12.66 13.74 19.61 10.97

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

26.12%

Others

1.17%

Large Cap

49.59%

Mid Cap

23.12%

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