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MF_120079

HSBC Tax Saver Equity Fund - Growth Direct

Equity Scheme - ELSS

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End Amount
₹59,206.78
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
14.58%
MF_120079 Return
Benchmark CAGR
12.93%
Nifty 50
Inflation Adj. CAGR
9.26%
Real Annualized Return
Alpha
0.02
Excess Return vs Benchmark
Beta
1.03
Volatility vs Benchmark
Sharpe Ratio
0.57
Risk-Adjusted Return
Sortino Ratio
0.85
Downside Risk-Adjusted
Parameters (amount, dates, benchmark) can be changed by clicking the Change Settings button or dropdown above. Click to expand
₹
Capital is parked in this source symbol and transferred monthly into the target.
Interval in months to rebalance portfolio constituents (for portfolio strategies).
Calculate and show 3Yr, 5Yr, 7Yr, and 10Yr rolling monthly return correlations across symbols (disabled by default for faster backtests).
Performance Chart
Win Ratios against Benchmark: Nifty 50
Period Win Ratio (%) Avg Win over Benchmark (%) Avg Loss over Benchmark (%)
30 days 54% 27% 18%
60 days 57% 18% 12%
90 days 57% 15% 10%
180 days 60% 11% 7%
1Yr 65% 8% 6%
3Yr 63% 5% 3%
5Yr 54% 3% 2%
7Yr 55% 1% 1%
10Yr 100% 2% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period HSBC Tax Saver Equity Fund - Growth Direct Nifty 50
30 days -53.8% | -69.3% | 24.2% | 227.4% -40.1% | -61.0% | 15.9% | 183.2%
60 days -29.8% | -56.5% | 24.1% | 141.9% -19.2% | -44.6% | 18.4% | 121.7%
90 days -24.9% | -49.2% | 20.0% | 115.9% -13.2% | -35.3% | 17.3% | 103.1%
1 Year 1.6% | -15.1% | 13.6% | 63.7% 9.3% | -15.3% | 13.0% | 56.5%
3 Years 17.9% | -2.7% | 16.2% | 26.1% 12.7% | 3.0% | 13.7% | 24.2%
5 Years 16.6% | 3.7% | 14.6% | 25.8% 13.3% | 4.1% | 14.1% | 21.7%
7 Years 16.1% | 9.9% | 13.5% | 17.1% 14.1% | 8.1% | 13.6% | 15.8%
10 Years 15.0% | 12.6% | 15.0% | 17.1% 14.3% | 11.3% | 13.5% | 15.0%
Periods of Negative Return (Drawdowns) 16 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Jan. 4, 2013 Dec. 7, 2013 337 days 20% Nifty 50: 11% 10022 8034 10080
Jan. 15, 2014 Feb. 25, 2014 41 days 5% Nifty 50: 5% 10278 9747 10280
July 7, 2014 Aug. 19, 2014 43 days 6% Nifty 50: 4% 14038 13221 14055
Sept. 12, 2014 Oct. 31, 2014 49 days 7% Nifty 50: 4% 15118 14080 15239
Dec. 3, 2014 Jan. 2, 2015 30 days 6% Nifty 50: 6% 15822 14842 15856
March 3, 2015 July 9, 2016 494 days 21% Nifty 50: 22% 16952 13358 17004
Oct. 25, 2016 Feb. 4, 2017 102 days 13% Nifty 50: 9% 18532 16189 18668
Sept. 19, 2017 Oct. 14, 2017 25 days 5% Nifty 50: 4% 22485 21322 22513
Jan. 23, 2018 Nov. 21, 2020 1033 days 38% Nifty 50: 29% 24815 15416 24818
Feb. 15, 2021 May 26, 2021 100 days 8% Nifty 50: 6% 29949 27683 29950
Oct. 18, 2021 Jan. 12, 2022 86 days 9% Nifty 50: 10% 37786 34241 37864
Jan. 17, 2022 June 21, 2023 520 days 20% Nifty 50: 16% 38246 30520 38268
Sept. 15, 2023 Nov. 14, 2023 60 days 5% Nifty 50: 7% 42357 40233 42596
March 4, 2024 April 6, 2024 33 days 5% Nifty 50: 3% 50013 47485 50318
Sept. 24, 2024 Nov. 30, 2024 67 days 5% Nifty 50: 10% 62018 58776 62136
Dec. 16, 2024 Jan. 23, 2026 403 days 20% Nifty 50: 10% 64310 51261 59207