Overview (as on 30 Jul 2021)

NAV

₹55.1951

1y returns

52.403%

Fund AUM

₹187 Cr

Expense Ratio

1.26%

Min SIP

₹500

Min Lumpsum

₹500

Fund Performance

Calculator

Monthly SIP
Lumpsum

I would like to invest

 
For Time Period
5 years
Total investment
₹0

Asset Allocation

Sector Allocation
Financial Services
36.01%
Tech
17.26%
Industrials
10.57%
Health
8.08%
Basic Materials
7.31%
Consumer
6.83%
Defensive
4.83%
Energy
4.40%
Real Estate
3.38%
Communication
1.31%
Size Breakup
Large Cap
76.13%
Mid Cap
18.62%
Small Cap
5.25%

Key Metrics

Beta 

0.0

Std deviation 

19.82%

Sharpe Ratio 

0.0

Holdings

Fund Details

Investment Objectives
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.
Scheme Name
HSBC Tax Saver Equity Fund Direct Growth
Scheme Document
Exit Load

After 0 Years : 0%

Plan Started
01 January, 2013
Fund Manager
Gautam Bhupal
Fund House Details
Fund House
HSBC Asset Management(India)Private Ltd
Email
hsbcmf@hsbc.co.in
Phone
+912240029600
Address
HSBC Asset Management (India) Private Ltd.,16, V N Road,,Fort

Other Related Plans

Peer Funds

HSBC Tax Saver Equity Fund Direct Growth

NAV

₹55.1951

INDmoney Analysis

    warning

    Fund is in Top 50 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Performance efficiency
    error

    Fund is in Bottom 50 percent in its Category

    Risk score is based upon:

    Return volatility
    Risk management
    Market sensitivity

Fund Manager

Gautam Bhupal
Gautam Bhupal

leader

Work Experience
"null"

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