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  • HSBC Tax Saver Equity Fund (Growth)
HSBC Mutual Funds

HSBC Tax Saver Equity Fund (Growth)

EquityTax Saving

54.7462

NAV (Dec 06)

14.5%
5 Year CAGR
Scripbox Opinion

Neutral

Scripbox recommends other funds for investment in tax saving.

Click here to see our recommendations.

Tax saving funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

Our analysis of this fundLearn how we rate funds ->

Track Record

14 Years. The Fund has Sufficient history for analysis and the track record is good.

Relative Size

203 Cr. Small within the category

Category View

Positive. The category has a positive investment outlook

Consistency Of Performance

Relatively moderate. The historical performance of the fund has been OK

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Tax Saver Plan

Tax Saver Plan

Invest in a scientifically curated set of tax saving funds (ELSS) which are designed to help you save tax under Sec. 80C while offering the opportunity for growth in line with equity returns.

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    Historical growth rate of 12% per annum
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    Recommended Duration > 5 years
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    3 Years
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    Save Tax

No single fund can achieve what a plan can. Learn why

Historical NAV

54.7462

NAV (Dec 6)

Fund Returns

Last 1Y

33.9%

Last 3Y

17.4%

Last 5Y

14.5%

Last 10Y

15.5%

Since Inception

12.1%

6 Month CAGR

11.9%

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Scheme Information

Investment Objective

Aims to provide long term capital appreciation by investing in a diversified portfolio of equity & equity related instruments of companies across various sectors and industries,with no capitalisation bias. The Fund may also invest in fixed income securities.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

Very High Risk

Expense Ratio

2.49

Launched (14y ago)

Jan 05, 2007

AUM in Crores

202.590

ISIN

INF336L01BA4

Lock-in

3

Benchmark

IISL Nifty 500 TR INR

SIP Minimum

500

Lumpsum Min.

500

Fund Managers
user-avatar

Gautam Bhupal

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
EPF70% ₹ 9,00,761 ₹ 1,68,1498.50%
Property70% ₹ 8,67,662 ₹ 1,35,0507.00%
PPF70% ₹ 8,69,819 ₹ 1,37,2077.10%
Bank FD70% ₹ 8,46,471 ₹ 1,13,8596.00%
Gold70% ₹ 8,46,471 ₹ 1,13,8596.00%
Savings Bank70% ₹ 8,25,950 ₹ 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

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Tax Saver Plan

Invest in a scientifically curated set of tax saving funds (ELSS) which are designed to help you save tax under Sec. 80C while offering the opportunity for growth in line with equity returns.

  • Inflation beating returns
    Inflation beating returns
  • Save Tax
    Save Tax
  • One click investing  tracking
    One click investing tracking
comparison

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record
SBI Focused Equity Fund (G)

SBI Focused Equity Fund (G)

₹ 21,676 cr

5

₹ 5,381 cr

5

₹ 5,380 cr

5

₹ 4,084 cr

5

₹ 3,456 cr

5

amc-icon

About the AMC

HSBC Asset Management(India)Private Ltd

HSBC Asset Management(India)Private Ltd manages assets worth 13,344 crores and was set up on 12 December 2001. It's current offering of mutual fund schemes includes 20 equity,66 debt and 17 hybrid funds.

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  • tel-amc-about
    022-66145000
  • mail-amc-about
    hsbcmf@camsonline.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    4.4%

    5.4%

    4.7%

    7.2%

    3.9%

    6%

    17.2%

    19.8%

    -

    0%

    growth

    Tax Saver Plan

    Invest in a scientifically curated set of tax saving funds (ELSS) which are designed to help you save tax under Sec. 80C while offering the opportunity for growth in line with equity returns.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      3 Years
    • graph-icon-gray
      Save Tax
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Mirae Asset Tax Saver Fund (Growth)

    Mirae Asset Tax Saver Fund (Growth)

    Equity

    Tax Saving

    Canara Robeco Equity Taxsaver fund (Growth)

    Canara Robeco Equity Taxsaver fund (Growth)

    Equity

    Tax Saving

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

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    TRUST

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    About HSBC Tax Saver Equity Fund (G)

    About HSBC Tax Saver Equity Fund (G)

    HSBC Tax Saver Equity Fund (G) is a Tax Saving Equity fund and has delivered an annualised return of 12.1% over a period of 14 years. . The fund is managed by HSBC Asset Management(India)Private Ltd. The fund manager’s name is Gautam Bhupal

    HSBC Tax Saver Equity Fund (G) Investment Objective

    Aims to provide long term capital appreciation by investing in a diversified portfolio of equity & equity related instruments of companies across various sectors and industries,with no capitalisation bias. The Fund may also invest in fixed income securities. . However, there is no assurance that the objective of the scheme will be realized.

    HSBC Tax Saver Equity Fund (G) NAV,AUM,Risk

    The HSBC Tax Saver Equity Fund (G) fund was launched on Jan 05, 2007. The NAV (Net Asset Value) of this Tax Saving Equity fund as of 2021-12-06 is ₹54.75. The total AUM (Asset Under Management) of the fund as of 07/12/2021 is ₹202.59. The category risk of the HSBC Tax Saver Equity Fund (G) fund is Very High Risk. The fund charges 2.49 % as expense ratio.

    HSBC Tax Saver Equity Fund (G) Holdings

    The fund’s highest allocation is towards Equity and has invested 99.5% in this asset class. The top three holdings of the fund are , icici bank ltd , infosys ltd , hdfc bank ltd , bajaj finance ltd , reliance industries ltd , larsen & toubro ltd , tata consultancy services ltd , axis bank ltd , tata motors ltd , state bank of india , sun pharmaceuticals industries ltd , hindustan unilever ltd , housing development finance corp ltd , mphasis ltd , ashok leyland ltd , kei industries ltd , dixon technologies (india) ltd , sbi life insurance company limited , titan co ltd , birla corp ltd , inox leisure ltd , j.b. chemicals & pharmaceuticals ltd , dalmia bharat ltd , au small finance bank ltd , kotak mahindra bank ltd , pi industries ltd , somany ceramics ltd , srf ltd , prestige estates projects ltd , voltas ltd , kajaria ceramics ltd , dlf ltd , quess corp ltd , alkem laboratories ltd , phoenix mills ltd , himatsingka seide ltd , amber enterprises india ltd ordinary shares , godrej consumer products ltd , emami ltd , ipca laboratories ltd , laurus labs ltd , jindal steel & power ltd , birlasoft ltd , reverse repos , net current assets (including cash & bank balances) , treps

    HSBC Tax Saver Equity Fund (G) Sip

    The minimum SIP (Systematic Investment Plan) amount for this is ₹500 and you can increase this in multiples of ₹ 500. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 500.

    HSBC Tax Saver Equity Fund (G) Investment volatility and Horizon

    This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to IISL Nifty 500 TR INR

    HSBC Tax Saver Equity Fund (G) Review

    HSBC Tax Saver Equity Fund (G) has a score of 3 on a scale of 5. The fund scores 4 out of 5 based on historical performance. As compared to the other funds in its category, HSBC Tax Saver Equity Fund (G) has a score of 2 out of 5 Scipbox has rated this fund 3 out of 5 based on consistency of performance over various years / tenures.

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