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HSBC Tax Saver Equity Fund (G)

28.032 0.27 (0.98%)

NAV as on 27 Jan, 2015

CRISIL MF RANK

Scheme Risk Grade

HIGH RISK

HIGH RISK

For investors looking at long term capital growth investments.
Ideal for people who wish to benefit from potentially higher returns and have the risk appetite for the same.

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FUND FAMILY : HSBC Mutual Fund FUND CLASS : ELSS

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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.

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Benchmark Index:

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Returns (NAV as on 27 Jan, 2015)

Period	Returns (%)	Rank #
1 mth	7.2	64
3 mth	12.7	68
6 mth	22.2	56
1 year	68.9	33
2 year	28.9	44
3 year	29.4	12
5 year	16.9	17

# Moneycontrol Rank within 94 ELSS Schemes.

Absolute Returns (in %)

Year	Qtr 1	Qtr 2	Qtr 3	Qtr 4	Annual
2014	11.3	20.4	5.9	7.6	-
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

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* Returns over 1 year are Annualised

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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	7.2	12.7	22.2	68.9	28.9	29.4	16.9
Category avg	7.9	14.7	23.2	63.6	27.3	23.5	13.7
Difference of Fund returns and Category returns	-0.7	-2.0	-1.0	5.3	1.6	5.9	3.2
Best of category	10.6	24.1	43.3	111.5	46.5	37.6	25.4
Worst of category	3.3	5.2	12.8	26.2	15.7	16.1	6.5
Benchmark returns #	7.9	12.4	16.7	50.7	21.8	20.5	12.4
Difference of Fund returns and Benchmark returns	-0.7	0.3	5.5	18.2	7.1	8.9	4.5

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)	198.29 (Dec-31-2014)
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)
ELSS	Crisil Rank	Assets (Rs.cr)	3mth (%)	6mth (%)	1yr (%)	3yr (%)	5yr (%)
SBI Magnum Tax Gain (G)	Rank 3	4,936.06	14.5	21.7	64.9	28.6	16.1
HDFC Tax Saver (G)	Rank 4	4,794.48	11.8	20.7	72.4	26.4	17.2
Reliance Tax Saver (ELSS) (G)	Rank 1	3,398.91	14.3	31.9	109.8	37.1	23.0
Axis Long Term Equity Fund (G)	Rank 1	2,933.79	17.1	29.0	84.6	37.6	25.4
ICICI Pru Tax Plan (G)	Rank 2	2,283.67	10.5	20.3	65.8	29.4	18.7
* Returns over 1 year are Annualised	More »

Portfolio

Top Holdings (Dec 31, 14)

Equity	Sector	Value (Rs cr)	Asset %
ICICI Bank	Banking/Finance	15.29	7.71
IndusInd Bank	Banking/Finance	9.16	4.62
Shree Cements	Cement	8.69	4.38
Axis Bank	Banking/Finance	8.07	4.07
Maruti Suzuki	Automotive	7.93	4.00
Infosys	Technology	7.83	3.95
Tech Mahindra	Technology	7.83	3.95
Larsen	Engineering	7.75	3.91
LIC Housing Fin	Banking/Finance	7.52	3.79
Ipca Labs	Pharmaceuticals	7.48	3.77