- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
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 | 4.26% | 3.04% |
| 6 Month | -8.55% | -5.8% |
| 1 Year | 7.05% | 12.43% |
| 3 Year | 14.06% | - |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | HSBC Focused Fund - Regular Growth | Edelweiss Focused Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -2.16% | -0.95% |
| 1 Year | -6.81% | -4.65% |
| 3 Year | 14.35% | - |
| 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% | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Top Comparisons
HDFC Banking and PSU Debt Fund - Growth Option
3Y Returns7.03%
Mirae Asset Banking and PSU Fund Regular Growth Plan
3Y Returns6.72%
SBI Equity Savings Fund - Regular Plan - Growth
3Y Returns9.68%
PGIM India Equity Savings Fund - Growth Option
3Y Returns6.61%
HSBC Aggressive Hybrid Active FOF - Growth
3Y Returns12.12%
HSBC Multi Asset Active FOF - Growth
3Y Returns11.28%
BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH
3Y Returns0%
ICICI Prudential Banking and PSU Debt Fund - Growth
3Y Returns7.45%
