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HSBC Mutual Funds

HSBC Tax Saver Equity Fund (Growth)

EquityTax Saving

58.955

NAV (Dec 02)

9.2%
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

58.955

NAV (Dec 2)

Fund Returns

Last 1Y

5.6%

Last 3Y

15.7%

Last 5Y

9.2%

Last 10Y

13.6%

Since Inception

11.8%

6 Month CAGR

12.4%

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.

Expense Ratio

2.49

Launched (15y ago)

Jan 05, 2007

AUM in Crores

188.455

ISIN

INF336L01BA4

Lock-in

3

Benchmark

IISL Nifty 500 TR INR

SIP Minimum

0

Lumpsum Min.

500

Standard Deviation (3yr)

22.9

Standard Deviation (5yr)

20.4

Beta (3yr)

0.99

Beta (5yr)

1.01

Sharpe Ratio (3yr)

0.571

Sharpe Ratio (5yr)

0.283

YTM

0

Fund Managers

Gautam Bhupal

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 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 2022-12-02

Top Stock Holdings

icici bank ltd

9.1%
9.1%

hdfc bank ltd

8.5%
8.5%

infosys ltd

7.6%
7.6%

reliance industries ltd

6.7%
6.7%

larsen & toubro ltd

4.7%
4.7%
See all holdings

Allocation by Sector

financial services

35.1%
35.1%

technology

12.9%
12.9%

consumer cyclical

12%
12%

industrials

9.2%
9.2%

healthcare

7.9%
7.9%
See all sectors

Compare HSBC Tax Saver Equity Fund (Growth)

Fund NameFund SizeOutperformance Consistency
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,865 cr

₹ 10,427 cr

₹ 15,580 cr

₹ 10,427 cr

₹ 15,580 cr

About the AMC

HSBC Asset Management(India)Private Ltd

HSBC Asset Management(India)Private Ltd manages assets worth 68,639 crores and was set up on 12 December 2001. It's current offering of mutual fund schemes includes 44 equity,127 debt and 30 hybrid funds.

amc-img

  • 022-66145000
  • hsbcmf@camsonline.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    6%

    7.3%

    4%

    5.6%

    6.8%

    8.6%

    5.3%

    6.2%

    3.8%

    5%

    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 11.8% over a period of 15 years. The fund is managed by HSBC Asset Management(India)Private Ltd. The fund manager’s name is Gautam Bhupal.

    Nav of HSBC Tax Saver Equity Fund (G) as of 12/2/2022 is ₹58.95 with the total AUM as of 12/5/2022 is ₹188.455. 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 5.6% 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).

    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 stocks 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 2.49% for regular plan.