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 (30-04-2024)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 229.39 Cr As on (30-04-2024)
Turn over: 20% | Exit Load: Nil

80.4638

12.74%

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 13.48
Sharpe Ratio 1.08
Alpha 0.51
Beta 0.98
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 41.47 25.97 19.47 16.6 13.93
Quant ELSS Tax Saver Fund - Growth Option - Regular Plan 01-04-2000 64.07 35.06 27.79 32.46 24.76
SBI Long Term Equity Fund - Regular Plan- Growth 31-03-1993 60.55 40.05 27.48 22.45 16.44
BANK OF INDIA ELSS Tax Saver -Regular Plan- Growth 25-02-2009 58.89 36.88 24.79 26.08 18.38
Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth Option 05-01-2015 58.55 39.77 25.42 21.47 -
ITI ELSS Tax Saver Fund - Regular Plan - Growth Option 18-10-2019 57.67 36.48 18.57 - -
JM ELSS Tax Saver Fund (Regular) - Growth option 31-03-2008 50.05 32.56 23.1 21.01 17.04
HDFC ELSS Tax saver - Growth Plan 05-03-1996 49.08 33.3 26.82 18.63 13.92
Franklin India ELSS Tax Saver Fund-Growth 05-04-1999 46.41 30.41 21.95 18.53 15.84
Nippon India Tax Saver (ELSS) Fund-Growth Plan-Growth Option 05-09-2005 46.18 29.15 21.81 15.85 12.97

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

26.94%

Others

2.25%

Large Cap

50.03%

Mid Cap

20.78%

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