HSBC Tax Saver Equity Fund - Growth Direct (defunct)
HSBC Mutual Fund · Equity · mandate: ≥80% in equities; 3-year lock-in (Sec 80C) · benchmark: NIFTY 500 TRI (TRI proxy)
AUM (all plans)
—
Active return /yr (full)
2.5%
Score
54
Rank (Score, pool)
#63 of 245
Percentile (full, pool)
57
IR vs benchmark
0.44
CAGR (absolute)
18.1%
Max drawdown
-29.0%
Months of data
155
Percentile ranks this fund within its peer pool; the leaderboard Score is
the weighted average of its fiscal-year percentiles (equity: active-return-rank blended
with IR-rank).
Cumulative active return
Growth of the fund relative to its benchmark: +10 means ₹100 in the fund is worth 10% more than ₹100 in the benchmark since the start of the line.
Equity curve
Drawdown
Fiscal-year record
FY
Active vs BM
vs category
IR
%ile
TE
Benchmark
Fund return
months
FY22
3.5%
4.2%
0.83
79
3.6%
21.6%
25.0%
12
FY23
-1.8%
-4.7%
-0.62
13
2.9%
-1.6%
-3.4%
12
FY24
2.6%
1.2%
0.42
57
4.3%
40.1%
42.7%
12
FY25
7.3%
4.7%
0.81
71
9.0%
5.9%
13.2%
12
FY26*
0.6%
0.7%
0.18
51
4.1%
12.5%
13.1%
9
FY27*
—
—
—
—
—
—
—
0
Active/Fund returns are TOTALS over the months covered — never annualized
(FY27* is year-to-date; a * row covers only part of the year).
%ile is the fund's percentile within its peer pool for that year.
Monthly active returns (%)
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Year
2019
-1.5
+1.6
-0.3
-0.2
2020
+3.0
+2.1
-2.4
-2.8
-1.4
+0.2
-0.4
-0.8
-0.4
+0.7
-0.3
+0.4
-2.1
2021
-0.1
-0.3
-0.6
-0.8
-0.5
+1.4
+1.5
-0.3
+0.7
+0.9
-1.1
+1.6
+2.5
2022
+0.9
-1.3
-0.1
-1.7
+0.1
+0.3
+1.1
-1.7
+0.4
-0.3
-0.3
-0.0
-2.8
2023
+0.1
+0.7
-0.4
-0.9
+0.6
-0.3
+0.1
+2.3
-0.4
+0.3
+0.5
-2.0
+0.4
2024
+1.7
+1.2
-1.2
+1.7
-1.3
+1.2
-0.4
+2.3
+0.2
+5.9
+1.3
+2.3
+15.7
2025
-4.1
-2.7
+0.9
+1.1
+0.8
+0.6
+2.2
-1.2
-1.1
-1.1
-0.5
-0.1
-5.3
Fund monthly return minus benchmark; the year column compounds each separately and differences them.
Monthly returns (%)
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Year
2013
-6.6
-0.0
+3.8
+2.2
-4.4
-5.8
-5.7
+7.2
+10.3
+0.2
+4.1
+3.7
2014
-3.0
+4.4
+10.3
-0.5
+10.9
+9.0
-0.8
+4.8
+2.6
+4.2
+2.1
+0.7
+53.4
2015
+5.8
-0.3
-3.7
-2.4
+2.0
-0.0
+4.8
-4.5
-0.1
+0.6
-0.4
-0.3
+0.9
2016
-6.3
-9.5
+13.5
+1.7
+4.6
+2.7
+4.9
+2.2
+0.9
+1.7
-7.3
-0.7
+6.4
2017
+7.0
+5.8
+5.0
+4.1
+1.2
+0.5
+3.4
-1.0
-0.5
+5.5
+1.7
+4.4
+43.7
2018
-0.4
-4.7
-4.0
+6.1
-2.9
-4.3
+5.2
+1.9
-9.6
-3.1
+4.3
+1.2
-11.0
2019
-2.7
-1.3
+10.9
-2.0
+2.6
-0.4
-6.8
-0.5
+4.7
+2.3
+2.9
+0.3
+9.4
2020
+2.8
-4.1
-25.9
+11.3
-3.6
+8.5
+6.3
+2.7
-0.7
+3.3
+11.5
+7.8
+14.5
2021
-2.0
+7.6
+0.5
-0.4
+6.5
+3.5
+3.1
+6.2
+4.1
+1.2
-3.9
+4.0
+33.8
2022
+0.4
-5.2
+4.0
-2.5
-4.2
-4.8
+10.8
+3.0
-2.9
+3.7
+3.1
-3.2
+0.9
2023
-3.2
-2.1
-0.1
+3.6
+4.4
+4.0
+4.0
+1.6
+1.8
-2.5
+7.7
+6.0
+27.3
2024
+3.7
+2.8
-0.4
+5.2
-0.6
+8.1
+3.9
+3.3
+2.3
-0.4
+1.3
+0.9
+34.1
2025
-7.5
-10.5
+8.2
+4.3
+4.5
+4.3
-0.7
-3.1
+0.1
+3.2
+0.4
-0.4
+1.4
Quarterly average AUM & estimated net flows
Quarterly net flow estimate: AUM_q − AUM_(q−1)·(1+quarter return). AUM shown is the quarter AVERAGE (AMFI central disclosure). Positive = net inflows, ₹cr.
Source: AMFI's official all-scheme NAV history (portal report; official NAV history, net of TER by
construction). Monthly returns are month-end NAV chains; stale prints (>7 days before
month-end) drop out rather than carry. Benchmark series are the median of plain-vanilla
direct-plan index funds tracking each index (TRI minus ~10-25bp/yr tracking drag — verified
against true-TRI chains). Direct plans, growth option only. Sharpe uses rf 6%, arithmetic
monthly convention. Independence: all figures are computed from mandatory public disclosures with a
fixed methodology applied identically to every fund — no fund can pay for inclusion,
exclusion, placement, or altered presentation, and any material commercial relationship
will be disclosed on the affected pages.
Nothing here is investment advice; past performance does not
predict future returns. Generated 2026-08-25 05:37Z · data through Aug 2026 · leaderboard
· PMS leaderboard