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HSBC Tax Saver Equity Gr (0P000093B8.BO)

Swiss - Swiss Delayed price. Currency in INR
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86.47+0.36 (+0.42%)
At close: 10:00PM CEST

Performance overview

Morningstar return ratingN/A1
Year-to-date return20.95%
5-year average return18.16%
Number of years up12
Number of years down4
Best 1-yr total return (3 Jul 2024)80.08%
Worst 1-yr total return (3 Jul 2024)N/A
Best 3-yr total return80.08%
Worst 3-yr total return2.62%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P000093B8.BOCategory
YTD10.55%0.00%
1-month-0.65%0.00%
3-month3.92%0.00%
1-year36.64%0.00%
3-year17.96%0.00%
5-year16.02%0.00%
10-year14.02%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P000093B8.BOCategory
2024
N/AN/A
2023
25.94%N/A
2022
-0.34%N/A
2021
32.16%N/A
2020
13.03%N/A
2019
8.19%N/A
2018
-11.62%N/A
2017
42.69%N/A
2016
5.70%N/A
2015
0.19%N/A
2014
52.37%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
20245.88%N/AN/AN/A
2023-5.60%12.12%7.28%10.93%
2022-1.41%-11.26%10.42%3.17%
20215.51%9.44%13.60%0.74%
2020-27.24%16.00%8.15%23.81%
20196.28%-0.10%-3.19%5.26%
2018-9.02%-1.63%-3.28%2.09%
201718.72%5.80%1.68%11.72%
2016-3.94%9.09%7.94%-6.56%
20151.45%-0.65%-0.23%-0.37%
201411.47%19.99%6.48%6.99%
2013-6.52%1.30%-4.96%14.81%
201215.58%1.87%9.94%7.33%
2011-8.39%-1.36%-10.60%-6.22%
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)

YTD29
1-month92
3-month66
1-year37
3-year44
5-year62

Load adjusted returns

1-year36.64%
3-year17.96%
5-year16.02%
10-year14.02%