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HSBC Tax Saver Equity Fund(G)

+17.1%
(3Y CAGR)
EquitydotTax Saving (ELSS)dotVery High
Fund Type

Scheme Details

NAV21 Oct 2024
93.8
AUM01 Sep 2024

261 Cr.

52 week high (NAV)24 Sep 2024
95.1
52 week low (NAV)26 Oct 2023
62.2
Inception date2007-01-05
Lock-in period

3 years

Minimum SIP1,000
Minimum Lumpsum0
Exit load info
NIL
Benchmark IndexNIFTY 500 - TRI
KEY RATIOSinfo
Alpha0.04
Beta1.02
Standard Deviation4.28%
Sharpe Ratio0.27

Asset Allocation

Market capSectorsHoldings
Market cap (0)Allocation

Peer Comparison

Name1Y ReturnVR Rating1Y Rank3Y Rank5Y RankAlphaNAV(₹)

Fund Managers

Gautam Bhupal2019-07-23 - Present

Details

HSBC Tax Saver Equity Fund(G) was launched on 2007-01-05 by HSBC Mutual Fund. It is a Equity - Tax Planning (ELSS) with an AUM of 261crore. The latest NAV is 93.85, as of 2024-10-21. The HSBC Tax Saver Equity Fund(G) is rated as None. The minimum SIP amount for the HSBC Tax Saver Equity Fund(G) is 1000.
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Frequently Asked Questions

To invest a lumpsum amount in HSBC Tax Saver Equity Fund(G) with Ventura: Access the Mutual funds section by logging in to Ventura through your browser/mobile app Select HSBC Tax Saver Equity Fund(G) from the list, the amount to be invested & make the payment.

To start a SIP (Systematic Investment Plan) in HSBC Tax Saver Equity Fund(G) with Ventura: Access the Mutual funds section by logging in to Ventura through your browser/mobile app Select HSBC Tax Saver Equity Fund(G) from the list, the amount to be invested & date of deduction. Pay the first instalment towards your SIP. Set the autopay mandate to enable regular investment of future SIP instalments, directly from your bank account. And you're done. Note: Remember to keep your bank account funded with the amount for regular SIPs for your mutual fund investment in HSBC Tax Saver Equity Fund(G).

It will take up to one trading day for the invested HSBC Tax Saver Equity Fund(G) units to reflect in your portfolio. For example, If you have made the investment in HSBC Tax Saver Equity Fund(G) on Monday before the cut-off time, the units will be allotted to you by Tuesday or the next working day if it is followed by a holiday. The NAV (Net Asset Value) for the units allotted will be as of the day you place your trades.

Yes, mutual funds can be bought or redeemed after market hours through the Ventura web platform or mobile application. However, the execution of these orders depends on the mutual fund's cutoff time for processing transactions.