Edelweiss Equity Savings Fund vs HSBC Equity Savings Fund compare
Edelweiss Equity Savings Fund - Regular Plan - Growth Option
HSBC Equity Savings Fund - Regular Growth
Chart Comparison
| 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 | Moderately High |
| Asset Size (Cr) | ₹439 Cr | ₹341 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 05 Oct 2014 | 01 Jan 2013 |
| 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 | 1.56 | 1.51 |
| Manager | Dhawal Dalal | Mahesh A Chhabria |
| ISIN Code | INF843K01KG9 | INF917K01AA5 |
| Exits Load | Exit load of 0.25%, if redeemed within 30 days./365 | Exit load for units in excess of 0.50% of the investment,1% will be charged for redemption within 1 month./365 |
| Scheme Name | Edelweiss Equity Savings Fund - Regular Plan - Growth Option | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 1 Month | 1.46% | 1.3% |
| 6 Month | 8.36% | 14.29% |
| 1 Year | 17.47% | 26.28% |
| 3 Year | 9.74% | 13.31% |
| 5 Year | 11.2% | 13.7% |
| Scheme Name | Edelweiss Equity Savings Fund - Regular Plan - Growth Option | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 7.57% | 11.7% |
| 3 Year | 18.17% | 25.45% |
| 5 Year | 31.29% | 42.82% |
| Scheme Name | Edelweiss Equity Savings Fund - Regular Plan - Growth Option | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 1 Year | 10.33% | 13.35% |
| 3 Year | 24.66% | 33.28% |
| 5 Year | 33.06% | 46.54% |
| Scheme Name | Edelweiss Equity Savings Fund - Regular Plan - Growth Option | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 3.86% | 4.64% |
| Sharp | 0.76% | 1.25% |
| Beta | 0.73% | 0.78% |
| Alpha | 0.63% | 3.82% |
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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 | 31.55 |
| Large Cap | 43.95 | 30.66 |
| Mid Cap | 15.51 | 18.54 |
| Small Cap | 4.55 | 19.25 |
| Scheme Name |
Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Others | 56.09 | 1.65 |
| Financial | 8.36 | 20.73 |
| Textiles | 0.17 | - |
| Automobile | 2.04 | 0.09 |
| Healthcare | 1.85 | 0.15 |
| Services | 2.52 | 9.17 |
| Metals & Mining | 0.38 | 6.34 |
| Energy | 2.58 | 0.72 |
| Materials | 0.9 | 2.54 |
| Capital Goods | 0.67 | 23.15 |
| Communication | 0.96 | 0.35 |
| Construction | 1.57 | 8.61 |
| Sovereign | 15.22 | 13.5 |
| Technology | 2.13 | 3.27 |
| Consumer Staples | 1.65 | 4.31 |
| Chemicals | 0.47 | 2.13 |
| Unclassified | 2.43 | - |
| Consumer Discretionary | - | 3.29 |
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