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Swiss - Delayed Quote INR

HSBC Tax Saver Equity Gr (0P000093B8.BO)

88.55
-0.58
(-0.65%)
At close: April 30 at 10:00:00 PM GMT+2

Performance Overview

Morningstar Return Rating --
YTD Return -6.80%
5y Average Return 23.48%
Number of Years Up 13
Number of Years Down 4
Best 1Y Total Return (Apr 30, 2025) 52.37%
Worst 1Y Total Return (Apr 30, 2025) --
Best 3Y Total Return 52.37%
Worst 3Y Total Return 2.62%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P000093B8.BO
Category
YTD
-10.59%
0.00%
1-Month
8.13%
0.00%
3-Month
-10.59%
0.00%
1-Year
12.23%
0.00%
3-Year
14.80%
0.00%
5-Year
25.08%
0.00%
10-Year
12.24%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P000093B8.BO
Category
2024
32.89%
--
2023
25.94%
--
2022
-0.34%
--
2021
32.16%
--
2020
13.03%
--
2019
8.19%
--
2018
-11.62%
--
2017
42.69%
--

2016
5.70%
--
2015
0.19%
--
2014
52.37%
--
2013
3.34%
--
2012
38.93%
--
2011
-24.24%
--
2010
17.90%
--
2009
80.08%
--
2008
-51.69%
--
2007
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 5.88% 12.82% 9.58% 1.53%
2023 -5.60% 12.12% 7.28% 10.93%
2022 -1.41% -11.26% 10.42% 3.17%
2021 5.51% 9.44% 13.60% 0.74%
2020 -27.24% 16.00% 8.15% 23.81%
2019 6.28% -0.10% -3.19% 5.26%
2018 -9.02% -1.63% -3.28% 2.09%
2017 18.72% 5.80% 1.68% 11.72%
2016 -3.94% 9.09% 7.94% -6.56%
2015 1.45% -0.65% -0.23% -0.37%

2014 11.47% 19.99% 6.48% 6.99%
2013 -6.52% 1.30% -4.96% 14.81%
2012 15.58% 1.87% 9.94% 7.33%
2011 -8.39% -1.36% -10.60% -6.22%
2010 2.08% 2.40% 12.45% 0.30%
2009 -1.77% 42.63% 19.53% 7.53%
2008 -32.11% -10.53% -3.34% -17.72%
2007 14.73% 11.02% 29.57% --

Rank in Category (By Total Return)

YTD 85
1-Month 14
3-Month 85
1-Year 15
3-Year 37
5-Year 57

Load Adjusted Returns

1-Year 12.23%
3-Year 14.80%
5-Year 25.08%
10-Year 12.24%

Performance & Risk

YTD Return -6.80%
5y Average Return 23.48%
Rank in Category (ytd) 85
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.97
Morningstar Risk Rating

Fund Overview

Category --
Fund Family HSBC Asset Management (India) Private Ltd
Net Assets 187
YTD Return -10.59%
Yield 0.00%
Morningstar Rating
Inception Date Jan 01, 2013

Fund Summary

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