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HSBC Tax Saver Equity Fund - Growth

Fund House:
HSBC Mutual Fund
Category:
Equity: ELSS
Status:
Open Ended Schemes
Launch Date:
05-01-2007
ISIN Number:
INF336L01BA4
Minimum Investment:
500
Minimum SIP:
1000
Total Assets: (29-11-2024):
260.2
Nav (20-12-2024)
94.7565
CAGR Since Inception:
13.33
Benchmark:
NIFTY 500 TRI
Expense Ratio (30-11-2024)::
2.47 %
Risko-Meter:
Very High
Exit Load:
Nil
Asset Class
Equity
Peer Camparision
Scheme Name 1Y(%) 2Y(%) 3Y(%) 5Y(%) 10Y(%)
HSBC Tax Saver Equity Fund - Growth 36.11 28.24 20.55 19.93 13.81
Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth Option 51.18 40.6 29.09 24.18 0
HSBC ELSS Tax saver Fund - Regular Growth 36.8 29.61 20.7 19.49 14.27
SBI Long Term Equity Fund - Regular Plan- Growth 32.96 32.06 25.91 24.21 14.95
JM ELSS Tax Saver Fund (Regular) - Growth option 31.4 28.38 20.78 21.39 15.88
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth 31 28.89 0 0 0
Invesco India ELSS Tax Saver Fund - Growth 29.11 26.87 16.82 18.92 14.56
BANK OF INDIA ELSS Tax Saver -Regular Plan- Growth 27.73 28.03 20.64 25.13 16.8
DSP ELSS Tax Saver Fund - Regular Plan - Growth 27.57 25.89 20.54 21.1 16.09
BARODA BNP PARIBAS ELSS Tax Saver Fund - Regular - Growth Option 27.42 26.1 18.09 18 13.26
Fund Manager
Gautam Bhupal, Cheenu Gupta:
Scheme Objective
The scheme aims to provide long term capital appreciation by investing in a diversifiedportfolio of equity & equity related instruments of companies across various sectors and industries, with no capitalisation bias.:
Riskometer : Very High
Risko-meter
Return Analysis
Based On HSBC Tax Saver Equity Fund - Growth NIFTY 50 TRI Equity: ELSS
CAGR since inception 13.33% 13.95% 16.05%
1 Year 36.11% 12.84% 23.30%
3 Year 20.55% 13.73% 17.92%
5 Year 19.93% 15.28% 19.01%
10 Year 13.81% 12.46% 13.96%
Nav / Index Value as on2024-12-22 260.20% 0.00% 0.00%

PORTFOLIO

Sector Allocation
Others -0.3
Cash & Cash Equivalents 1.73
Equity 98.57
Company Holding
ICICI BANK LIMITED 6.24
INFOSYS LIMITED 5.86
DIXON TECHNOLOGIES (INDIA) LIMITED 5.06
HDFC BANK LIMITED 4.79
MCX INDIA LIMITED 4.4
RELIANCE INDUSTRIES LIMITED 3.73
AMBER ENTERPRISES INDIA LIMITED 3.5
PB FINTECH LIMITED 3.41
KEI INDUSTRIES LIMITED 3.37
PRUDENT CORPORATE ADVISORY SERVICES LIMITED 3.15
FAQ's of HSBC Tax Saver Equity Fund - Growth
How do I use the SIP Calculator to calculate HSBC Mutual Fund ?

To calculate the HSBC Mutual Fund :

1. Visit https://www.swarajfinpro.com/Calculator-SIP

2. Put the monthly SIP amount.

3. Put the monthly expected returns.

4. Write down the time period of investment.

Now, you will be able to see the estimated returns.
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HSBC Tax Saver Equity Fund - Growth