Hsbc Tax Saver Equity Fund - Growth Direct Plan

Equity | Tax Savings

(NAV as of 29/11/2024)

105.27 (1.10)

3Y Returns

20.35%

Min SIP

₹500

Min Lumpsum

₹500

Expense Ratio

1.6%

Fund Size

₹216 Cr

Inception Date

19-Dec-06

Fund Manager

Gautam Bhupal

Exit Load

Nil.

Wealthzi View

Fund Traits

Zi Tags

Description

Market Risk / Risk Taken Compared to Benchmark

This fund has taken less risk than the Nifty 200 TRI benchmark but its beta is more than Tax Savings category average when compared on the 5 year period.

Fund Size

This fund has a low range AUM which may create liquidity issues in unforeseen times.

SIP Returns

This fund has given less SIP returns than the Nifty 200 TRI benchmark and among the bottom quartile in Tax Savings category when compared on the 5 year period.

Risk Adjusted Returns

This fund has given lower risk adjusted returns than the Nifty 200 TRI benchmark and among the bottom quartile in Tax Savings category when compared on the 5 year period.

Extra Returns Over Benchmark

This fund has not beaten the Nifty 200 TRI benchmark and among the bottom quartile in Tax Savings category when compared on a 3 year rolling period.

Returns Consistency

This fund has given more or less similar returns than the Nifty 200 TRI benchmark and among the mid quartile in Tax Savings category when compared on a 3 year rolling period.

Performance Against Inflation

This fund has given better inflation beating returns than the Nifty 200 TRI benchmark and among the top quartile in Tax Savings category when compared on a 3 year rolling period.

Overall Fund Zi Tag

Market Risk / Risk Taken Compared to Benchmark

→

Fund Size

→

SIP Returns

→

Risk Adjusted Returns

→

Extra Returns Over Benchmark

→

Returns Consistency

→

Performance Against Inflation

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Overall Fund Zi Tag

Asset Allocation

Equity

98.27%

Debt & Others

1.73%

Market Cap Allocation

Large Cap

57.75%

Mid Cap

17.52%

Small Cap

22.99%

Other Cap

1.73%

Sector Allocation

Banks

20.52%

Consumer Durables

10.34%

Internet and Technology

8.24%

Real Estate

6.49%

Construction

6.42%

Top Ten Holdings

ICICI Bank Ltd

8.92%

Infosys Ltd

6.22%

Reliance Industries Ltd

5.23%

Axis Bank Ltd

5.17%

Larsen & Toubro Ltd

4.85%

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.

Fund House Detail

AMC Name

HSBC Global Asset Management (India) Private Limited

Scheme Document

https://www.assetmanagement.hsbc.co.in/en/mutual-funds/investor-resources/information-library

Address

9-11 Floors, NESCO IT Park, Building No.3,Western Exp Highway, Goregaon (E)Mumbai - 400 063

Similar Funds

Fund

Zi Tag

Hsbc Tax Saver Equity Fund - Growth Direct Plan

39.53%

20.35%

21.38%

Motilal Oswal Long Term Equity Fund - Direct Growth

52.71%

27.51%

25.31%

Sbi Long Term Equity Fund- Direct Plan - Growth

39.01%

25.41%

25.57%

Hdfc Tax Saver - Direct Plan - Growth Option

32.25%

22.72%

21.99%

Iti Long Term Equity Fund Direct Plan Growth

33.75%

21.93%

20.8%

Similar Funds

Hsbc Tax Saver Equity Fund - Growth Direct Plan

39.53%

20.35%

21.38%

Motilal Oswal Long Term Equity Fund - Direct Growth

52.71%

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Sbi Long Term Equity Fund- Direct Plan - Growth

39.01%

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Hdfc Tax Saver - Direct Plan - Growth Option

32.25%

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Iti Long Term Equity Fund Direct Plan Growth

33.75%

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Jm Tax Gain Fund (Direct) - Growth Option

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Dsp Tax Saver Fund - Direct Plan - Growth

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Franklin India Taxshield - Direct Growth

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Bank Of India Tax Advantage Funddirect Plan - Growth

33.03%

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26.82%

Quant Tax Plan Direct Plan - Growth

26.22%

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33.04%

Taurus Taxshield - Direct Plan Growth

28.73%

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Quantum Tax Saving Fund - Direct Plan Growth Option

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Taurus Taxshield - Direct Plan - Growth

28.73%

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Parag Parikh Tax Saver Fund - Direct Plan-Growth

26.83%

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Nippon India Tax Saver Fund Direct Plan Growth Plan - Growth Option Growth

30.15%

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Kotak Tax Saver Fund - Direct Plan - Growth

30.49%

19.06%

21.87%

Tata India Tax Savings Fund Direct Plan Growth

28.66%

18.23%

19.83%

Edelweiss Long Term Equity Fund(Tax Savings) - Direct Growth Plan

31.5%

18.14%

20.15%

Bandhan Tax Advantage (Elss) Fund-Growth-(Direct Plan)

21.91%

17.59%

23.71%

Groww Elss Tax Saver Fund - Direct Plan- Growth Option

31.26%

17.26%

17.69%

Invesco India Tax Plan - Direct Plan Growth

32.97%

16.53%

20.7%

Lic Elss - Direct Plan - Growth

29.57%

16.4%

17.68%

Mahindra Manulife Elss Fund - Direct - Growth

23.01%

16.21%

20.61%

Mirae Asset Tax Saver Fund - Direct Growth

28.41%

16.21%

21.78%

Union Tax Saver (Elss) Fund - Direct Plan Growth

24.08%

16.09%

21.21%

Canara Robeco Equity Tax Saver Fund Direct Growth

27.94%

15.75%

22.34%

Icici Prudential Long Term Equity Fund (Tax Saving) - Direct Plan - Growth

25.23%

15.5%

19.23%

Pgim India Elss Tax Saver Fund - Direct Plan - Growth Option

21.93%

15.16%

20.15%

Shriram Long Term Equity Fund - Direct Plan - Growth

23.06%

14.96%

17.37%

Navi Elss Tax Saver Fund - Direct Plan Growth

22.86%

14.41%

16.7%

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