How to use scorecard? Learn more
How to use scorecard? Learn more
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
1.60 | 15.13 | 2.14 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.42 | 15.09 | 1.51 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 3 yrs | 0.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Not allowed | Not allowed |
BenchmarkBenchmark |
---|
NIFTY 500 - TRI |
Equity Linked Savings Scheme or ELSS are the equity funds that invest majorly in equity or equity-related instruments. They offer the tax benefits under the new Section 80C of the Income Tax Act 1961.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
HSBC Tax Saver Equity Fund(IDCW) | 31.48% | 14.79% | 8.94% |
Axis ELSS Tax Saver Fund(IDCW) | 15.61% | 3.35% | 13.79% |
SBI Long Term Equity Fund(IDCW) | 39.38% | 18.90% | 10.14% |
Mirae Asset ELSS Tax Saver Fund(IDCW) | 29.14% | 8.42% | 14.11% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Equity
Others
Holdings
6.25 %
Holdings
5.59 %
Holdings
4.67 %
HSBC Global Asset Management (India) Private Limited is one of the leading AMCs in the investment market of the country. It serves more than 1 million customers through its 1000 plus offices spread all over India. It operates with a total corpus of Rs. 11553.0387 Crore as of 2019
No.of Schemes
44
Total AUM
₹ 1,28,414.71 Cr.
Gautam Bhupal
AUM: ₹36,634.17 Cr.
|
Exp: —
PGDBM, CA, CS, B.Com (Hons)
Over 11 years of experiences in areas of Research and Fund Management.
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Invested period > 3 year
Gains are treated as long-term capital gains and taxed at 10%