Edelweiss Focused Fund vs HSBC Focused Fund compare
HSBC Focused Fund - Regular Growth
Edelweiss Focused Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | HSBC Focused Fund - Regular Growth | Edelweiss Focused Fund - Regular Plan - Growth |
---|---|---|
Fund | HSBC Focused Fund - Regular Growth | Edelweiss Focused Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹1628 Cr | ₹897 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 22 Jul 2020 | 01 Aug 2022 |
Category | Focused | Focused |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 95% | 49% |
Expense Ratio | 2.09 | 2.24 |
Manager | Cheenu Gupta | Trideep Bhattacharya |
ISIN Code | INF336L01PE6 | INF754K01OL0 |
Exits Load | HSBC Focused Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Edelweiss Focused Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | HSBC Focused Fund - Regular Growth | Edelweiss Focused Fund - Regular Plan - Growth |
---|---|---|
1 Month | 7.56% | 5.52% |
6 Month | -14.02% | -11.53% |
1 Year | 3.53% | 9.07% |
3 Year | 12.2% | - |
5 Year | - | - |
SIP Return Analysis
Scheme Name | HSBC Focused Fund - Regular Growth | Edelweiss Focused Fund - Regular Plan - Growth |
---|---|---|
6 Month | -9.18% | -5.63% |
1 Year | -13.45% | -8.33% |
3 Year | 12.64% | - |
5 Year | - | - |
Rolling Lumpsum Returns
Scheme Name | HSBC Focused Fund - Regular Growth | Edelweiss Focused Fund - Regular Plan - Growth |
---|---|---|
1 Year | 21.56% | 33.15% |
3 Year | 18.11% | - |
5 Year | - | - |
Risk Management
Scheme Name | HSBC Focused Fund - Regular Growth | Edelweiss Focused Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 16.134% | - |
Sharp | 0.335% | - |
Beta | 1.037% | - |
Alpha | -1.531% | - |
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Fund Managers
Scheme Name | HSBC Focused Fund - Regular Growth | Edelweiss Focused Fund - Regular Plan - Growth |
---|---|---|
Name | Cheenu Gupta | Trideep Bhattacharya |
Total AUM | ₹0 Cr | ₹0 Cr |
Funds Managed | 9 | 9 |
HSBC Focused Fund - Regular Growth | Edelweiss Focused Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
HSBC Focused Fund - Regular Growth |
Edelweiss Focused Fund - Regular Plan - Growth |
---|---|---|
Others | 11.94 | 6.4 |
Large Cap | 32.27 | 67.43 |
Small Cap | 35.21 | 3.43 |
Mid Cap | 20.59 | 22.74 |
Sector Allocation
Scheme Name |
HSBC Focused Fund - Regular Growth |
Edelweiss Focused Fund - Regular Plan - Growth |
---|---|---|
Others | 9.93 | 3.35 |
Technology | 12.64 | 14.64 |
Consumer Cyclical | 9.48 | 16.75 |
Healthcare | 13.33 | 4.37 |
Consumer Defensive | 3.03 | 3.88 |
Basic Materials | 5.42 | 3.52 |
Financial Services | 26.78 | 30.14 |
Industrials | 16.16 | 14.09 |
Energy | 3.23 | 4.44 |
Real Estate | - | 2.1 |
Utilities | - | 2.71 |
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