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Jama - HSBC Tax Saver Equity Fund


HSBC Tax Saver Equity Fund

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Equity-Equity Linked Savings Scheme
NAV : 54.3966
(-0.23169999999999646
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)
AUM : ₹137 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
-4.23%-11.57%-11.8%1.65%25.73%11.39%8.43%



NAV History



Expense Ratio Trends


Fund Details

An Open Ended Equity Linked Savings Scheme with a statutory lock - in of 3 years and tax benefit.
NAV54.3966
Launch Date-
Min (1st time)₹500
Min (later on)₹500
Min SIP₹3,000
Expense Ratio128.0%
Exit Load : Nil


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 1 year₹1,01,654₹1,00,384₹1,271
After 3 years₹1,38,227₹1,33,071₹5,156
After 20 years₹8,65,531₹6,71,784₹1,93,747

Investment Calculators



SIP Calculator

Per Month

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


START SIP    



Lumpsum Calculator

One Time

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


INVEST NOW

Returns assumed : 11.39% Past 3 yr Data




Fund Objective:
Aims to provide long term capital appreciation by investing in adiversified portfolio of equity & equity related instruments of companies acrossvarioussectorsandindustries,withnocapitalisationbias.TheFundmayalsoinvestinfixedincomesecurities.However,therecanbenoassuranceor guaranteethattheinvestmentobjectiveoftheschemewouldbeachieved.
Fund Manager:
Gautam Bhupal