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Business News/Market/Market Stats/    HSBC ELSS Tax saver Fund Growth

HSBC ELSS Tax saver Fund Growth

+
  • Equity
  • ELSS (Tax Savings)
  • Rating 3
  • Plan
120.79 +0.35 (0.29%) NAV as on 27 May, 2024
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)3888.63
  • CAGR 45.05%
  • Exit Load0.00%
  • Expense ratio1.91%
  • CategoryEquity
  • Min Investment500
  • Min SIP1000
  • Launch Date2006-02-27

Morning Star Rating 3

Moderate
Risk
Exceptional
Return

Asset Allocation

Holdings As On - 28 May 2024

  • Name
  • Value (Cr)
  • Holding %
View More

Risk & Volitility

  • Alpha -3.40%
  • Beta 0.99
  • Sharpe Ratio1.04
  • Std Deviation 13.17%
  • Tracking Error 4.63%

About Fund

To generate long-term capital growth from a diversified portfolio of predominantly equity and equity-related securities.There is no assurance that the investment objective of the scheme will be realized.

 

The HSBC ELSS Tax saver Fund Growth has an AUM of 3888.63 crores & has delivered CAGR of 17.28% in the last 5 years. The fund has an exit load of 0.00% and an expense ratio of 1.91%. The minimum investment in HSBC ELSS Tax saver Fund Growth is Rs 500 and the minimum SIP is Rs 1000.

 

As per morningstar the risk & return rating of the fund are Moderate & Exceptional respectively.

 

The top holdings of the fund include HDFC Bank, Reliance Industries, Larsen & Toubro & ICICI Bank.

 

The major sectors where the fund is invested are Regional Banks, Construction Services, Electronic Instr. & Controls & Software & Programming.

 

Some of the similar funds are Motilal Oswal ELSS Tax Saver Fund Regular Plan Growth, Kotak ELSS Tax Saver-Scheme- Growth, HSBC ELSS Tax saver Fund Growth, Tata ELSS Tax Saver Fund Regular Growth, UTI ELSS Tax Saver Fund - Regular Plan - Growth. HSBC ELSS Tax saver Fund Growth has a sharpe ratio of 1.04 & a standard deviation of 13.17%.

FAQs about HSBC ELSS Tax saver Fund Growth

According to the morning star rating HSBC ELSS Tax saver Fund Growth has a Moderate risk & Exceptional return.
HSBC ELSS Tax saver Fund Growth is managed by Gautam Bhupal,Sonal Gupta,Abhishek Gupta.
The expense ratio of HSBC ELSS Tax saver Fund Growth is 1.91%.
The 5 year annualized return on HSBC ELSS Tax saver Fund Growth is 17.28% & it has generated 45.05% in the last 1 year.
The minimum investment in HSBC ELSS Tax saver Fund Growth is 500 Rs.
HSBC ELSS Tax saver Fund Growth has an AUM of 3888.63 crores.
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