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- HSBC Tax Saver Equity Fund (Growth)
HSBC Tax Saver Equity Fund (Growth)
₹ 58.955
NAV (Dec 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).
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.?
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Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical 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
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
Returns Calculator Comparison
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| Instrument | Returns | Total Corpus | Gains | Annualised % |
|---|---|---|---|---|
| Mutual Fund | 965,796 | 233,184 | 11.25% | |
| EPF | 900,761 | 168,149 | 8.50% | |
| Property | 867,662 | 135,050 | 7.00% | |
| PPF | 869,819 | 137,207 | 7.10% | |
| Bank FD | 846,471 | 113,859 | 6.00% | |
| Gold | 846,471 | 113,859 | 6.00% | |
| Savings Bank | 825,950 | 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.
Asset allocation and Holdings
Top Stock Holdings
icici bank ltd
9.1%hdfc bank ltd
8.5%infosys ltd
7.6%reliance industries ltd
6.7%larsen & toubro ltd
4.7%Allocation by Sector
financial services
35.1%technology
12.9%consumer cyclical
12%industrials
9.2%healthcare
7.9%Compare HSBC Tax Saver Equity Fund (Growth)
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 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.
| Fund Name | Scripbox 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)?
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.