HSBC Tax Saver Equity Fund (G)

HSBC Tax Saver Equity Fund (G)

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) ` 146.56
Minimum SIP/LUMPSUM ` 500/ `
Increment SIP/LUMPSUM ` 0/ `
SIP Dates ANY
Entry Load NIL
Exit Load NIL
Expense Ratio 2.49

Asset Allocation

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

Performance

Period Returns BenchMark
1 Month -2.54% -2.64%
3 Month -4.94% -6.10%
6 Month 5.25% 2.71%
1 Year -8.55% -6.27%
3 Year 5.60% 8.82%
5 Year 7.91% 8.83%
Since Inception 10.37% 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