Edelweiss Focused Fund vs HSBC Focused Fund compare

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tortoise-icon HSBC Focused Fund - Regular Growth

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tortoise-icon Edelweiss Focused Fund - Regular Plan - Growth

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Chart Comparison

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

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) ₹1688 Cr ₹863 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 22 Jul 2020 26 Jul 2022
Category Focused Focused
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 95% 49%
Expense Ratio 2.11 2.24
Manager Cheenu Gupta Trideep Bhattacharya
ISIN Code INF336L01PE6 INF754K01OL0
Exits Load Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365 Exit load of 1%, if redeemed within 90 days./365

Trailing Lumpsum Returns

Scheme Name HSBC Focused Fund - Regular Growth Edelweiss Focused Fund - Regular Plan - Growth
1 Month 3.24% 3.32%
6 Month 16.91% 22.12%
1 Year 40.34% 44.02%
3 Year 18.37% -
5 Year - -

SIP Return Analysis

Scheme Name HSBC Focused Fund - Regular Growth Edelweiss Focused Fund - Regular Plan - Growth
6 Month - -
1 Year 14.17% 18.31%
3 Year 35.03% 32.01%
5 Year 49.61% 32.01%

Rolling Lumpsum Returns

Scheme Name HSBC Focused Fund - Regular Growth Edelweiss Focused Fund - Regular Plan - Growth
1 Year 19.48% 25.58%
3 Year 46.47% 38.85%
5 Year 53.18% 38.85%

Risk Management

Scheme Name HSBC Focused Fund - Regular Growth Edelweiss Focused Fund - Regular Plan - Growth
Standard Deviation 12.6% 10.83%
Sharp 0.85% -
Beta 1.04% -
Alpha -1.74% -

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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
Fund Manage 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 6.19 7.35
Large Cap 54.9 77.53
Mid Cap 19.26 13.93
Small Cap 19.65 1.19

Sector Allocation

Scheme Name

HSBC Focused Fund - Regular Growth

Edelweiss Focused Fund - Regular Plan - Growth

Others 6.19 2.37
Energy 8.95 8.29
Technology 6.61 8.99
Construction 12.05 8.14
Financial 21.32 25.52
Consumer Staples 2.19 2.84
Automobile 6.4 6.74
Healthcare 9.27 4.09
Services 8.02 8.94
Consumer Discretionary 8.88 2.88
Capital Goods 6.14 14.88
Chemicals 1.15 -
Metals & Mining 2.83 2.1
Materials - 4.22

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