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HSBC Tax Saver Equity Fund (G) SET SMS ALERT

23.823
0.07 (0.29%)
NAV as on Aug-21-2014
NAV as on Aug-21-2014

Fund Family HSBC Mutual Fund

Fund Class ELSS

ranking by CRISIL

Average performance in the category

The scheme is ranked 3 in ELSS category by Crisil (for quarter ended Mar 2014) rank unchanged from last quarter. If you are already invested in this scheme, you may consider switching to a better performing scheme.

View Top ranked funds in this category

Benchmark Index:
 
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Returns (NAV as on Aug-21-2014)

Period Returns (%) Rank #
1 mth 2.0 45
3 mth 10.8 55
6 mth 37.2 28
1 year 69.9 17
2 year 28.0 14
3 year 22.9 8
5 year 15.6 14

# Moneycontrol Rank within 88 ELSS Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 11.3 20.4 - - -
2013 -7.6 0.7 -5.8 13.7 2.1
2012 15.5 1.3 9.6 6.8 38.8
2011 -9.0 -1.4 -10.4 -5.0 -24.7
2010 1.1 1.1 13.3 -1.0 16.8
2009 -3.0 41.9 18.4 7.4 77.9

View where it stands within its peers

* Returns over 1 year are Annualised

Performance

Fund returns v/s Category average (ELSS)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 2.0 10.8 37.2 69.9 28.0 22.9 15.6
Category avg 2.2 11.9 34.2 57.3 14.0 10.2 7.0
Difference of Fund returns and Category returns -0.2 -1.1 3.0 12.6 14.0 12.7 8.6
Best of category 5.4 18.7 61.6 105.3 35.8 27.5 20.9
Worst of category -1.6 5.7 9.3 31.8 12.8 8.7 3.9
Benchmark returns # 2.5 9.1 31.4 52.8 21.4 16.7 11.5
Difference of Fund returns and Benchmark returns -0.5 1.7 5.8 17.1 6.6 6.2 4.1
HSBC Tax Saver Equity Fund (G) Review by Crisil - Rating: 3 (Rank 3 out of 5)
# Benchmark Index: S&P BSE 200

Investment Info

Investment Objective

Aims to provide long term capital appreciation by investing in a diversified portfolio of equity & equity related nstruments of companies across various sectors and industries, with no capitalisation bias The Fund may also invest in fixed income securities.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Nov 20, 2006
Benchmark S&P BSE 200
Asset Size (Rs cr) 183.20 (Jun-30-2014)
Minimum Investment Rs.500
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager Aditya Khemani
View performance of schemes managed by the Fund Manager
Notes N.A

Load Details

Entry Load N.A
Exit Load 0.00%
Load Comments N.A.

Contact Details

Regd. Office 16, V N Road, Fort, Mumbai, 400001
Tel. No. 022 66145000
Fax No. 022 4002 9600
Email hsbcmf@hsbc.co.in
Website http://www.assetmanagement.hsbc.com/in

Peer Comparison

ELSS Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
SBI Magnum Tax Gain - Direct (G) Not Ranked
44.01 15.0 37.3 68.8 -- --
SBI Magnum Tax Gain (G) Rank 3
4,327.68 14.9 37.0 68.1 22.5 14.8
HDFC Tax Saver (G) Rank 3
4,036.36 11.4 46.8 78.4 20.2 17.6
HDFC Tax Saver - Direct (G) Not Ranked
74.77 11.5 47.2 79.5 -- --
Reliance Tax Saver(ELSS)-Direct (G) Not Ranked
25.60 15.6 61.6 105.3 -- --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jul 31, 14)

Equity Sector Value
(Rs cr)
Asset %
No Holdings Data Available

Full Portfolio

Sector Allocation (Jul 31, 14)

Sector %

1-Year

HighLow

No Sector Data Available

View All Sectors

Asset Allocation (%)(Jul 31, 14)

Equity 96.88
Others 1.75
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 1.37

View All

Sector (%)
Top 3 N.A.

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