Edelweiss Equity Savings Fund vs HSBC Equity Savings Fund compare

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Edelweiss Equity Savings Fund - Regular Plan - Growth Option

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HSBC Equity Savings Fund - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Edelweiss Equity Savings Fund - Regular Plan - Growth Option	HSBC Equity Savings Fund - Regular Growth
Fund	Edelweiss Equity Savings Fund - Regular Plan - Growth Option	HSBC Equity Savings Fund - Regular Growth
Investment Plan	Growth	Growth
Level of Risk	Moderate Risk	Moderately High Risk
Asset Size (Cr)	₹572 Cr	₹646 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	13 Oct 2014	18 Oct 2011
Category	Equity Savings	Equity Savings
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Equity Savings TRI	NIFTY Equity Savings TRI
Turn Over	87%	75%
Expense Ratio	1.6	1.51
Manager	Dhawal Dalal	Mahesh A Chhabria
ISIN Code	INF843K01KG9	INF917K01AA5
Exits Load	Data not available./365	HSBC Equity Savings Fund - Growth charges 0.5% of sell value; if fund sold before 30 days. There are no other charges./365

Scheme Name	Edelweiss Equity Savings Fund - Regular Plan - Growth Option	HSBC Equity Savings Fund - Regular Growth
1 Month	-0.57%	-4.67%
6 Month	0.79%	-4.53%
1 Year	8.49%	9.06%
3 Year	9.38%	10.47%
5 Year	10.06%	11.22%

Scheme Name	Edelweiss Equity Savings Fund - Regular Plan - Growth Option	HSBC Equity Savings Fund - Regular Growth
6 Month	-	-
1 Year	5.28%	-2.04%
3 Year	10.48%	11.05%
5 Year	10.12%	11.77%

Scheme Name	Edelweiss Equity Savings Fund - Regular Plan - Growth Option	HSBC Equity Savings Fund - Regular Growth
1 Year	8.68%	8.17%
3 Year	8.78%	9.36%
5 Year	8.77%	8.3%

Scheme Name	Edelweiss Equity Savings Fund - Regular Plan - Growth Option	HSBC Equity Savings Fund - Regular Growth
Standard Deviation	4.089%	7.035%
Sharp	0.716%	0.671%
Beta	-	-
Alpha	-	-

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Scheme Name	Edelweiss Equity Savings Fund - Regular Plan - Growth Option	HSBC Equity Savings Fund - Regular Growth
Name	Dhawal Dalal	Mahesh A Chhabria
Total AUM	₹25974 Cr	₹15021 Cr
Fund Manage	12	9
	Edelweiss Equity Savings Fund - Regular Plan - Growth Option	HSBC Equity Savings Fund - Regular Growth

Scheme Name	Edelweiss Equity Savings Fund - Regular Plan - Growth Option	HSBC Equity Savings Fund - Regular Growth
Others	35.98	62.92
Large Cap	43.95	29.34
Mid Cap	15.51	27.33
Small Cap	4.55	14.96

Scheme Name	Edelweiss Equity Savings Fund - Regular Plan - Growth Option	HSBC Equity Savings Fund - Regular Growth
Others	56.09	62.92
Financial	8.36	-
Textiles	0.17	-
Automobile	2.04	-
Healthcare	1.85	-
Services	2.52	-
Metals & Mining	0.38	-
Energy	2.58	-
Materials	0.9	-
Capital Goods	0.67	-
Communication	0.96	-
Construction	1.57	0.37
Sovereign	15.22	-
Technology	2.13	-
Consumer Staples	1.65	-
Chemicals	0.47	-
Unclassified	2.43	-
Realty	-	3.18
Petroleum Products	-	2.67
Electrical Equipment	-	11.64
IT - Software	-	1.12
Capital Markets	-	4.07
Banks	-	16.86
Pharmaceuticals & Biotechnology	-	2.01
Leisure Services	-	0.05
Aerospace & Defense	-	1.55
Ferrous Metals	-	2.53
Transport Services	-	0.43
Finance	-	2.39
Automobiles	-	1.42
Consumer Durables	-	5.75
Power	-	0.98
Gas	-	0.04
Financial Technology (Fintech)	-	1.96
Industrial Products	-	1.8
Insurance	-	0.12
Retailing	-	6.34
Beverages	-	0.02
Industrial Manufacturing	-	4.33