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HSBC Mutual Funds

HSBC Tax Saver Equity Fund (Growth)

EquityTax Saving

83.9702

NAV (Jun 21)

17.9%
5 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in tax saving mutual funds.

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 ->

Fund Size

Poor

The performance of the fund on a Fund Size metric has been Poor

Outperformance Consistency

Neutral

The performance of the fund on a Outperformance Consistency metric has been Neutral

Invest in this fund
Scripbox Recommended Tax Saving Fund
Save tax combined with inflation beating long term growth. Invest in Scripbox Recommended Tax Saver Funds to unlock the best of both worlds - tax saving and long term wealth creation.?Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

NAV ()

Fund Returns

Last 1Y
NA
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
NA
6 Month CAGR
NA

Scheme Information

Investment Objective

To provide a reasonable income through a diversified portfolio of fixed income securities such that the Macaulay duration of the portfolio is between 1 year to 3 years. However,there can be no assurance or guarantee that the investment objective of the scheme would be achieved.

Expense Ratio
2.47
Launched (17y ago)
Jan 05, 2007
AUM in Crores
229.395
ISIN
INF336L01BA4
Lock-in
3
Benchmark
Nifty 500 TR INR
SIP Minimum
0
Lumpsum Min.
500
Standard Deviation (3yr)
13.2
Standard Deviation (5yr)
19.2
Beta (3yr)
0.99
Beta (5yr)
0.99
Sharpe Ratio (3yr)
0.908
Sharpe Ratio (5yr)
0.614
YTM
0
Fund Managers

Gautam Bhupal

Fund Manager

Cheenu Gupta

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
HSBC Tax Saver Equity Fund (Growth)70%11,49,669 4,17,05717.9%
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.

Asset allocation and Holdings

Last updated on 2024-06-21

Top Stock Holdings

icici bank ltd

6.3%
6.3%

infosys ltd

5.1%
5.1%

larsen & toubro ltd

4.8%
4.8%

reliance industries ltd

4.8%
4.8%

axis bank ltd

4.3%
4.3%
See all holdings

Allocation by Sector

financial services

28.7%
28.7%

industrials

15.7%
15.7%

consumer cyclical

11.2%
11.2%

technology

11%
11%

healthcare

9.5%
9.5%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
HDFC Large and Mid Cap Fund (G)
HDFC Large and Mid Cap Fund (G)

₹ 19,454 cr

₹ 15,161 cr

₹ 22,620 cr

₹ 55,459 cr

₹ 42,669 cr

amc-img

About the AMC

HSBC Asset Management(India)Private Ltd

HSBC Asset Management(India)Private Ltd manages assets worth 120,079 crores and was set up on 12 December 2001. It's current offering of mutual fund schemes includes 50 equity,130 debt and 31 hybrid funds.amc-img
phone-img022-66145000
Fund NameScripbox Opinion
Till Date CAGR

32.2%

23.4%

5.5%

5.9%

28.4%

17.8%

22%

16.4%

4.9%

5.2%

HSBC Tax Saver Equity Fund (G) Review

HSBC Tax Saver Equity Fund (G) is a Tax Saving Equity fund and has delivered an annualised return of 13% over a period of 17 years. The fund is managed by HSBC Asset Management(India)Private Ltd. The fund managers are Cheenu Gupta, Gautam Bhupal.

Nav of HSBC Tax Saver Equity Fund (G) as of 6/21/2024 is ₹83.97 with the total AUM as of 6/23/2024 is ₹229.395. With Scripbox you can compare and check the latest nav for all mutual funds in India. HSBC Tax Saver Equity Fund (G) was launched on Jan 05, 2007. The category risk of the fund is Very High Risk.

The minimum SIP amount for HSBC Tax Saver Equity Fund (G) is ₹0 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. Check your estimated returns on mutual funds by using sip calculator.

HSBC Tax Saver Equity Fund (G) 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 Nifty 500 TR INR.

HSBC Tax Saver Equity Fund (G) is rated as a 2 fund in Equity and delivered 41.5% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with HSBC Tax Saver Equity Fund (G).

Frequently Asked Questions

What is HSBC Tax Saver Equity Fund (G)?

HSBC Tax Saver Equity Fund (G) is a Tax Saving Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in HSBC Tax Saver Equity Fund (G)?

You can invest in HSBC Tax Saver Equity Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of HSBC Tax Saver Equity Fund (G)?

The minimum sip amount for HSBC Tax Saver Equity Fund (G) is ₹0. You can invest in multiples of ₹500.

Is HSBC Tax Saver Equity Fund (G) good to invest in?

As per Scripbox experts, HSBC Tax Saver Equity Fund (G) is a Neutral fund. You can investHSBC Tax Saver Equity Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the HSBC Tax Saver Equity Fund (G)?

The expense ratio of the HSBC Tax Saver Equity Fund (G) is 2.47% for regular plan.