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HSBC Tax Saver Equity Dir Gr (0P0000XW9U.BO)

BSE - BSE Delayed price. Currency in INR
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96.24+0.41 (+0.42%)
At close: 01:30AM IST

Performance overview

Morningstar return ratingN/A1
Year-to-date return21.48%
5-year average return19.56%
Number of years up9
Number of years down1
Best 1-yr total return (3 Jul 2024)53.44%
Worst 1-yr total return (3 Jul 2024)N/A
Best 3-yr total return53.44%
Worst 3-yr total return3.67%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000XW9U.BOCategory
YTD10.95%0.00%
1-month-0.58%0.00%
3-month4.15%0.00%
1-year37.94%0.00%
3-year19.31%0.00%
5-year17.41%0.00%
10-year15.11%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000XW9U.BOCategory
2024
N/AN/A
2023
27.29%N/A
2022
0.91%N/A
2021
33.83%N/A
2020
14.47%N/A
2019
9.36%N/A
2018
-10.99%N/A
2017
43.70%N/A
2016
6.45%N/A
2015
0.90%N/A
2014
53.44%N/A
2013
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.11%N/AN/AN/A
2023-5.33%12.45%7.56%11.17%
2022-1.10%-10.99%10.77%3.48%
20215.85%9.78%13.96%1.06%
2020-27.00%16.37%8.50%24.20%
20196.46%0.15%-2.87%5.61%
2018-8.86%-1.46%-3.11%2.28%
201718.94%5.98%1.86%11.92%
2016-3.77%9.28%8.14%-6.39%
20151.63%-0.47%-0.05%-0.20%
201411.66%20.20%6.66%7.18%
20131.49%-4.78%15.01%N/A

Rank in category (by total return)

YTD25
1-month89
3-month64
1-year33
3-year32
5-year40

Load adjusted returns

1-year37.94%
3-year19.31%
5-year17.41%
10-year15.11%