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HSBC Tax Saver Equity Fund - Direct Plan - Growth

  • Regular
  • Direct
Category : ELSS
Fund House : HSBC Mutual Fund
  • Latest (Updated on 30th Jun 2019)
    Crisil Rank
  • (Updated on 31st Mar 2019)
    Crisil Rank
  • (Updated on 31st Dec 2018)
    Crisil Rank
  • (Updated on 30th Sep 2018)
    Crisil Rank
Should you invest in this fund? - Fund performance is deteriorating and now below average compared to similar funds in the ELSS. Existing investors can consider switching/changing their investments from this fund.

Returns (NAV as on 17th October, 2019)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Category Avg Rank within Category
1 Week 10-Oct-19 10289.50 2.90% - 2.46% 17/64
1 Month 17-Sep-19 10601.40 6.01% - 5.80% 38/64
3 Month 17-Jul-19 9924.00 -0.76% - -0.67% 33/63
6 Month 16-Apr-19 9704.40 -2.96% - -3.12% 37/63
YTD 01-Jan-19 10311.20 3.11% - -2.31% 41/63
1 Year 17-Oct-18 11031.00 10.31% 10.31% 7.40% 25/61
2 Year 17-Oct-17 9892.80 -1.07% -0.54% 0.53% 34/52
3 Year 17-Oct-16 12376.20 23.76% 7.36% 8.26% 26/44
5 Year 17-Oct-14 15682.20 56.82% 9.41% 10.64% 25/33
Since Inception 02-Jan-13 22284.40 122.84% 12.52% 9.23% 26/56

SIP Returns (NAV as on 17th October, 2019)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
1 Year 17-Oct-18 12000 12431.02 3.59 % 6.72 %
2 Year 17-Oct-17 24000 24140.99 0.59 % 0.56 %
3 Year 17-Oct-16 36000 37885.71 5.24 % 3.34 %
5 Year 17-Oct-14 60000 71729.37 19.55 % 7.07 %

Compare performance

Category 1 D 1 M 3 M 6 M YTD 1 Y 2 Y 3 Y 5 Y
This Fund 1.04% 6.01% -0.76% -2.96% -2.77% 10.31% -0.54% 7.36% 9.41%
Nifty 50 1.07% 7.11% -0.87% -1.70% -0.32% 10.84% 6.40% 10.79% 8.29%
Benchmark: S&P BSE 200 TRI 1.24% 6.68% -0.47% -1.93% -0.64% 10.31% 5.27% 10.70% 10.19%
Category Average 1.04% 5.80% -0.67% -3.12% -2.31% 7.40% 0.53% 8.26% 10.64%
Category Rank 34/64 38/64 33/63 37/63 41/63 25/61 34/52 26/44 25/33
Best in Category 1.90% 10.08% 8.58% 8.52% 10.01% 23.24% 10.60% 14.98% 15.08%
Worst in Category 0.04% -1.39% -7.29% -17.79% -18.65% -12.13% -16.84% 1.11% 5.14%

Best Quarters

Period This Fund Nifty 50 S&P BSE 200 TRI Category Average
Q1 - 2017 18.94% 12.16% 13.44% 9.71%
Q4 - 2017 11.92% 5.84% 7.82% 11.79%
Q3 - 2016 7.69% 3.40% 5.11% 6.56%

Worst Quarters

Period This Fund Nifty 50 S&P BSE 200 TRI Category Average
Q1 - 2018 -8.36% -2.14% -3.67% -7.13%
Q3 - 2018 -3.11% 3.29% 1.72% -6.09%
Q4 - 2016 -6.39% -6.39% -7.03% -1.75%

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