Plan: OPEN | Option: Growth | Gautam Bhupal

27 Nov 20 | 12:00 AM

40.02 0.12 (0.31%)

  • Underperforms

    5.57%

    Return (1Y)

    underperformed S&P BSE 200 TRI by -4.36%

  • Less Volatile

    1.81%

    Standard Deviation (1Y)

    Lower Equity - Tax Planning by -0.53%

  • Not so consistent

    4/11

    Months

    Has beaten Equity - Tax Planning

  • Value research rating

Stock Composition

NAV

Scheme Trivia

  • HSBC Tax Saver Equity Fund (G) fund has been the 2nd best in the 5Y SIP performance in the Equity - Tax Planning category

  • HSBC Tax Saver Equity Fund (G) fund has been the 2nd best in the 3Y SIP performance in the Equity - Tax Planning category

  • HSBC Tax Saver Equity Fund (G) fund has been the 2nd best in the 1Y SIP performance in the Equity - Tax Planning category

Critical Parameters

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Returns

In last 1 year HSBC Tax Saver Equity Fund (G), has beaten by -4.36% (CAGR difference)

5.57%

Underperforms

This is Alpha

Performance Chart for Rs

Invested in

Risk

In last 1 year , the volatility of HSBC Tax Saver Equity Fund (G) is Lower than by -0.53%

1.81%

Less Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 4 out of Last 11 Months, i.e 36.36% of the times It beaten its benchmark, Equity - Tax Planning

Consistency Meter

Outperforming Stocks Vs. Underperforming Stocks

Based on the last 1year analysis, currently there are, the benchmark the benchmark

View Stock Composition