BSE - Delayed Quote INR

HSBC Tax Saver Equity Dir Gr (0P0000XW9U.BO)

105.91
+0.81
+(0.77%)
At close: June 6 at 5:30:00 AM GMT+5:30

Performance Overview

Morningstar Return Rating --
YTD Return -0.27%
5y Average Return 25.96%
Number of Years Up 10
Number of Years Down 1
Best 1Y Total Return (Jun 6, 2025) 53.44%
Worst 1Y Total Return (Jun 6, 2025) --
Best 3Y Total Return 53.44%
Worst 3Y Total Return 3.67%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0000XW9U.BO
Category
YTD
-6.53%
0.00%
1-Month
4.31%
0.00%
3-Month
1.08%
0.00%
1-Year
12.28%
0.00%
3-Year
18.61%
0.00%
5-Year
24.86%
0.00%
10-Year
14.09%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0000XW9U.BO
Category
2025
--
--
2024
34.06%
--
2023
27.29%
--
2022
0.91%
--
2021
33.83%
--
2020
14.47%
--
2019
9.36%
--
2018
-10.99%
--

2017
43.70%
--
2016
6.45%
--
2015
0.90%
--
2014
53.44%
--
2013
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -10.40% -- -- --
2024 6.11% 13.06% 9.83% 1.75%
2023 -5.33% 12.45% 7.56% 11.17%
2022 -1.10% -10.99% 10.77% 3.48%
2021 5.85% 9.78% 13.96% 1.06%
2020 -27.00% 16.37% 8.50% 24.20%
2019 6.46% 0.15% -2.87% 5.61%
2018 -8.86% -1.46% -3.11% 2.28%
2017 18.94% 5.98% 1.86% 11.92%
2016 -3.77% 9.28% 8.14% -6.39%

2015 1.63% -0.47% -0.05% -0.20%
2014 11.66% 20.20% 6.66% 7.18%
2013 1.49% -4.78% 15.01% --

Rank in Category (By Total Return)

YTD 74
1-Month 3
3-Month 59
1-Year 9
3-Year 21
5-Year 28

Load Adjusted Returns

1-Year 12.28%
3-Year 18.61%
5-Year 24.86%
10-Year 14.09%

Performance & Risk

YTD Return -0.27%
5y Average Return 25.96%
Rank in Category (ytd) 74
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.96
Morningstar Risk Rating

Fund Overview

Category --
Fund Family HSBC Asset Management (India) Private Ltd
Net Assets 187
YTD Return -6.53%
Yield 0.00%
Morningstar Rating
Inception Date Jan 01, 2013

Fund Summary

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