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HSBC ELSS Tax saver Fund - Regular Growth

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Category: Equity: ELSS
Launch Date: 01-01-2013
Asset Class:
Benchmark: NIFTY 500 TRI
Expense Ratio: 1.89% As on (31-07-2024)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 4,373.63 Cr As on (31-07-2024)
Turn over: 70
NAV as on 13-09-2024

137.1988

0.4 (0.2941%)

CAGR Since Inception

15.16%

NIFTY 500 TRI 12.99%

PERFORMANCE of HSBC ELSS Tax saver Fund - Regular Growth

Scheme Performance (%) Data as on - 13-09-2024

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
HSBC ELSS Tax saver Fund - Regular Growth 48.28 19.53 22.03 14.79 15.16
NIFTY 500 TRI 38.23 18.39 22.89 15.05 12.99
Equity: ELSS 39.14 18.54 22.33 14.98 17.74

Yearly Performance (%)

Nav Movement

Fund Managers

Gautam Bhupal, Abhishek Gupta, Sonal Gupta

Investment Objective

The scheme aims to generate long-term capital growth from a diversified portfolio of predominantly equity and equity-related securities.

RETURNS CALCULATOR for HSBC ELSS Tax saver Fund - Regular Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

Key Performance and Risk Statistics of HSBC ELSS Tax saver Fund - Regular Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
HSBC ELSS Tax saver Fund - Regular Growth 12.97 0.95 1.76 0.96 - -
Equity: ELSS - - - - - -

PEER COMPARISION of HSBC ELSS Tax saver Fund - Regular Growth

Compare SIP Compare Lumpsum
Period
Data as on - 13-09-2024
Scheme Name Launch
Date		 1-Year
Ret (%)		 2-Yrs
Ret (%)		 3-Yrs
Ret (%)		 5-Yrs
Ret (%)		 10-Yrs
Ret (%)
HSBC ELSS Tax saver Fund - Regular Growth 01-01-2013 48.28 29.89 19.53 22.03 14.79
Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth Option 05-01-2015 66.25 40.88 25.71 26.77 0.0
ITI ELSS Tax Saver Fund - Regular Plan - Growth Option 18-10-2019 54.59 33.93 19.72 0.0 0.0
SBI Long Term Equity Fund - Regular Plan- Growth 31-03-1993 53.05 37.84 27.31 27.47 15.85
JM ELSS Tax Saver Fund (Regular) - Growth option 31-03-2008 51.46 33.58 22.96 25.55 17.18
DSP ELSS Tax Saver Fund - Regular Plan - Growth 05-01-2007 46.47 29.99 20.57 24.72 17.08
Quant ELSS Tax Saver Fund - Growth Option - Regular Plan 01-04-2000 45.32 27.42 24.55 36.01 23.21
NJ ELSS Tax Saver Scheme Regular Growth 16-06-2023 44.91 0.0 0.0 0.0 0.0
HDFC ELSS Tax saver - Growth Plan 05-03-1996 44.32 31.15 24.7 23.39 13.63
BANK OF INDIA ELSS Tax Saver -Regular Plan- Growth 25-02-2009 44.23 29.54 19.2 28.44 17.4

PORTFOLIO ANALYSIS of HSBC ELSS Tax saver Fund - Regular Growth

Asset Allocation (%)