₹ 58.0583
NAV (Jun 02)
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).
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹ 58.0583
NAV (Jun 2)
Last 1Y | 10.6% |
Last 3Y | 23.4% |
Last 5Y | 9.4% |
Last 10Y | 13.3% |
Since Inception | 11.3% |
6 Month CAGR | -1.5% |
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.
Expense Ratio | 2.48 |
Launched (16y ago) | Jan 05, 2007 |
AUM in Crores | 174.380 |
ISIN | INF336L01BA4 |
Lock-in | 3 |
Benchmark | IISL Nifty 500 TR INR |
SIP Minimum | 0 |
Lumpsum Min. | 500 |
Standard Deviation (3yr) | 15.3 |
Standard Deviation (5yr) | 20.2 |
Beta (3yr) | 1 |
Beta (5yr) | 1.01 |
Sharpe Ratio (3yr) | 1.242 |
Sharpe Ratio (5yr) | 0.291 |
YTM | 0 |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
HSBC Tax Saver Equity Fund (Growth) | 9,21,407 | 1,88,795 | 9.4% | |
EPF | 9,00,761 | 1,68,149 | 8.50% | |
Property | 8,67,662 | 1,35,050 | 7.00% | |
PPF | 8,69,819 | 1,37,207 | 7.10% | |
Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
Gold | 8,46,471 | 1,13,859 | 6.00% | |
Savings Bank | 8,25,950 | 93,338 | 5.00% |
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.
hdfc bank ltd
9.8%icici bank ltd
9.7%infosys ltd
6.7%axis bank ltd
5.1%state bank of india
5%financial services
34.8%technology
12.4%industrials
12.1%consumer cyclical
10.4%healthcare
8%Fund Name | Fund Size | Outperformance Consistency |
---|---|---|
₹ 14,448 cr | ||
₹ 8,056 cr | ||
₹ 10,178 cr | ||
₹ 8,860 cr | ||
₹ 7,811 cr |
HSBC Asset Management(India)Private Ltd
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
5% | 7.3% | ||
30.2% | 14.9% | ||
23.8% | 13.5% | ||
5% | % | ||
4.3% | % |
HSBC Tax Saver Equity Fund (G) is a Tax Saving Equity fund and has delivered an annualised return of 11.3% over a period of 16 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 6/2/2023 is ₹58.06 with the total AUM as of 6/4/2023 is ₹174.38. 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 IISL Nifty 500 TR INR.
HSBC Tax Saver Equity Fund (G) is rated as a 2 fund in Equity and delivered 10.6% 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).
What is HSBC Tax Saver Equity Fund (G)?
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 2.48% for regular plan.