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HSBC Tax Saver Equity IDCW-P (0P0000935X.BO)

Swiss - Swiss Delayed price. Currency in INR
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33.69-0.01 (-0.02%)
As of 10:00PM CEST. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.25%
5-year average return15.43%
Number of years up12
Number of years down4
Best 1-yr total return (21 Jun 2024)80.08%
Worst 1-yr total return (21 Jun 2024)N/A
Best 3-yr total return80.08%
Worst 3-yr total return1.19%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000935X.BOCategory
YTD1.89%0.00%
1-month-0.65%0.00%
3-month3.92%0.00%
1-year25.94%0.00%
3-year14.46%0.00%
5-year13.57%0.00%
10-year12.39%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000935X.BOCategory
2024
N/AN/A
2023
25.04%N/A
2022
-0.50%N/A
2021
32.03%N/A
2020
11.27%N/A
2019
6.34%N/A
2018
-12.43%N/A
2017
42.08%N/A
2016
5.07%N/A
2015
0.18%N/A
2014
52.27%N/A
2013
3.34%N/A
2012
38.93%N/A
2011
-24.24%N/A
2010
17.90%N/A
2009
80.08%N/A
2008
-51.69%N/A
2007
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-2.41%N/AN/AN/A
2023-6.29%12.12%7.28%10.93%
2022-1.58%-11.26%10.42%3.17%
20215.41%9.44%13.60%0.74%
2020-28.37%16.00%8.15%23.81%
20194.46%-0.10%-3.19%5.26%
2018-9.84%-1.63%-3.28%2.09%
201718.22%5.80%1.68%11.72%
2016-4.51%9.09%7.94%-6.56%
20151.44%-0.65%-0.23%-0.37%
201411.47%19.99%6.47%6.91%
2013-6.52%1.30%-4.96%14.81%
201215.58%1.87%9.94%7.33%
2011-8.39%-1.36%-10.60%-6.23%
20102.08%2.40%12.45%0.30%
2009-1.77%42.63%19.53%7.53%
2008-32.11%-10.53%-3.34%-17.72%
200714.73%11.02%29.57%N/A

Rank in category (by total return)

YTD99
1-month92
3-month65
1-year81
3-year87
5-year94

Load adjusted returns

1-year25.94%
3-year14.46%
5-year13.57%
10-year12.39%