Scheme Overview
HSBC ELSS Tax saver Fund - Regular Growth
| Category: Equity: ELSS |
| Launch Date: 01-01-2013 |
| Asset Class: |
| Benchmark: NIFTY 500 TRI |
| Expense Ratio: 1.9% As on ( 30-04-2025) |
| Status: Open Ended for subscription |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 4,130.2 Cr As on ( 30-05-2025) |
| Turn over: 70 |
131.7967
-1.43 ( -1.0817% )
14.28%
NIFTY 500 TRI12.51%
PERFORMANCE of HSBC ELSS Tax saver Fund - Regular Growth
Scheme Performance (%) Data as on - 19-06-2025
| 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
|---|---|---|---|---|---|
| HSBC ELSS Tax saver Fund - Regular Growth | 3.85 | 25.07 | 22.98 | 13.49 | 14.28 |
| NIFTY 500 TRI | 3.57 | 21.92 | 23.84 | 14.27 | 12.51 |
| Equity: ELSS | 2.28 | 21.95 | 22.71 | 13.64 | 14.84 |
Yearly Performance (%)
Fund Managers
Abhishek Gupta, Gautam Bhupal, Sonal Gupta
Investment Objective
The investment objective of the Scheme is to generate long-term capital growth from a diversified portfolio of predominantly equity and equity-related securities. There is no assurance that the objective of the Scheme will be realised and the Scheme does not assure or guarantee any returns. For defensive considerations and/or managing liquidity, the Scheme may also invest in money market instruments.
RETURNS CALCULATOR for HSBC ELSS Tax saver Fund - Regular Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
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 | 0.97 | 2.73 | 0.99 | - | - |
| Equity: ELSS | - | - | - | - | - | - |
PEER COMPARISION of HSBC ELSS Tax saver Fund - Regular Growth
| 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 | 3.85 | 23.07 | 25.07 | 22.98 | 13.49 |
| Parag Parikh ELSS Tax Saver Fund- Regular Growth | 07-07-2019 | 12.05 | 22.18 | 22.88 | 25.68 | 0.0 |
| HSBC Tax Saver Equity Fund - Growth | 05-01-2007 | 10.97 | 25.47 | 24.64 | 23.93 | 13.49 |
| WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | 14-10-2022 | 9.41 | 24.76 | 0.0 | 0.0 | 0.0 |
| ICICI Prudential ELSS Tax Saver Fund - Growth | 19-08-1999 | 7.86 | 19.5 | 20.97 | 22.45 | 13.31 |
| HDFC ELSS Tax saver - Growth Plan | 05-03-1996 | 7.6 | 25.93 | 27.01 | 26.95 | 13.7 |
| Taurus ELSS Tax Saver Fund - Regular Plan - Growth | 31-03-1996 | 6.55 | 20.22 | 22.19 | 21.02 | 13.02 |
| DSP ELSS Tax Saver Fund - Regular Plan - Growth | 05-01-2007 | 6.21 | 25.05 | 24.84 | 25.31 | 15.88 |
| 360 ONE ELSS Tax Saver Nifty 50 Index Fund - Regular Plan - Growth | 06-12-2022 | 6.0 | 15.51 | 0.0 | 0.0 | 0.0 |
| Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth Option | 05-01-2015 | 6.0 | 29.26 | 31.62 | 26.65 | 16.56 |
