HSBC Tax Saver Equity Fund (D)

HSBC Tax Saver Equity Fund (D)

AMC Name: HSBC Mutual Fund

Riskometer

Moderately High

Investment Objective

Bench Mark S&P BSE 200 TRI
Fund Manager Gautam Bhupal
Fund Horizon OPEN
Inception Date 05-Jan-2007
Scheme AUM(CR) ` 145.36
Minimum SIP/LUMPSUM ` 500/ `
Increment SIP/LUMPSUM ` 0/ `
SIP Dates ANY
Entry Load NIL
Exit Load NIL
Expense Ratio 2.53

Asset Allocation

  • Equity Diversified
  • Gilt Funds
  • Short term debit
  • Liquid funds

Performance

Period Returns BenchMark
1 Month 1.87% 1.89%
3 Month -6.35% -6.13%
6 Month -4.53% -2.48%
1 Year -5.40% -5.01%
3 Year 5.35% 8.71%
5 Year 6.32% 8.38%
Since Inception 10.29% 0.00%

Note:Return for more than 1 year are computed on CAGR basis

Sector Allocation

  • Banks
  • Software
  • Power & Others
  • Pharma
  • Finance
  • Consumer Non Durables
  • Transport
  • Telecommunication Service
  • Construction Projects
  • Non Ferrous Metal
  • Automobiles
  • Chemicals & Others
  • Ferrous Metal
  • Oil & Others
  • Debt
  • Gas & Others
  • Auto Ancillary
  • Services
  • Mineral
  • Pesticides
  • Cash & Others
  • Others