HSBC Tax Saver Equity Fund - Growth

Fund House: HSBC Mutual Fund
Category: Equity: ELSS
Launch Date: 05-01-2007
Asset Class: Equity
Benchmark: NIFTY 500 TRI
TER: 2.47% As on (30-08-2024)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: -
Turn over: 20% | Exit Load: Nil

93.3443

13.44%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 50 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
7 Years 4 Months
11 Years 0 Months
14 Years 5 Months
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

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.

Current Asset Allocation (%)

Indicators

Standard Deviation 13.57
Sharpe Ratio 0.88
Alpha 0.43
Beta 1.0
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 Tax Saver Equity Fund - Growth 05-01-2007 43.05 28.51 18.8 22.2 13.94
Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth Option 05-01-2015 65.69 42.26 25.58 27.19 -
ITI ELSS Tax Saver Fund - Regular Plan - Growth Option 18-10-2019 54.91 35.68 20.04 - -
SBI Long Term Equity Fund - Regular Plan- Growth 31-03-1993 51.37 39.49 26.91 27.98 15.87
JM ELSS Tax Saver Fund (Regular) - Growth option 31-03-2008 50.53 35.04 22.37 25.89 17.25
HSBC ELSS Tax saver Fund - Regular Growth 01-01-2013 47.12 31.24 19.34 22.37 14.87
Quant ELSS Tax Saver Fund - Growth Option - Regular Plan 01-04-2000 45.94 28.08 24.43 36.73 23.24
DSP ELSS Tax Saver Fund - Regular Plan - Growth 05-01-2007 45.23 31.62 20.21 25.12 17.15
BARODA BNP PARIBAS ELSS Tax Saver Fund - Regular - Growth Option 01-01-2013 44.02 29.45 17.41 21.35 14.15
HDFC ELSS Tax saver - Growth Plan 05-03-1996 42.96 32.77 24.22 23.92 13.74

Scheme Characteristics

Minimum investment in equity & equity related instruments - 80% of total assets (in accordance with Equity Linked Saving Scheme, 2005 notified by Ministry of Finance).

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

29.63%

Others

1.55%

Large Cap

46.49%

Mid Cap

22.33%

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