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Jama - HSBC Tax Saver Equity Fund


HSBC Tax Saver Equity Fund

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Equity-Elss
NAV : 64.3918
(-0.7837999999999994arrow_downward)
AUM : ₹137 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
-1.14%-1.81%11.4%34.94%21.98%17.85%16.43%



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.
NAV64.3918
Launch Date-
Min (1st time)₹500
Min (later on)₹500
Min SIP₹3,000
Expense Ratio2.58%
Exit Load : Nil


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 6 months₹1,05,549₹1,05,222₹326
After 1 year₹1,34,941₹1,33,251₹1,690
After 3 years₹1,63,694₹1,57,921₹5,773
After 20 years₹26,72,290₹21,03,432₹5,68,858

Investment Calculators



SIP Calculator

Per Month

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


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Lumpsum Calculator

One Time

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


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Returns assumed : 17.85% 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:
Mr. Aditya Khemani