HSBC Tax Saver Equity Fund - Direct (D)

HSBC Tax Saver Equity Fund - Direct (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 02-Jan-2013
Scheme AUM(CR) ` 151.62
Minimum SIP/LUMPSUM ` 500/ `
Increment SIP/LUMPSUM ` 0/ `
SIP Dates ANY
Entry Load
Exit Load
Expense Ratio 1.24

Asset Allocation

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

Performance

Period Returns BenchMark
1 Month 5.22% 5.14%
3 Month 7.78% 8.11%
6 Month 7.30% 6.82%
1 Year 9.50% 11.10%
3 Year 9.52% 14.01%
5 Year 8.13% 9.02%
Since Inception 12.72% 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