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Edelweiss Large & Mid Cap Fund vs HSBC Large & Mid Cap Fund compare

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tortoise-icon HSBC Large & Mid Cap Fund - Regular Growth

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tortoise-icon Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option

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Chart Comparison

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

Overview

Scheme Name HSBC Large & Mid Cap Fund - Regular Growth Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option
Fund HSBC Large & Mid Cap Fund - Regular Growth Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹3873 Cr ₹3610 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 03 Apr 2019 14 Jun 2007
Category Large and Mid Cap Large and Mid Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY Large Midcap 250 TRI NIFTY Large Midcap 250 TRI
Turn Over 68% 30%
Expense Ratio 1.91 1.87
Manager Cheenu Gupta Trideep Bhattacharya
ISIN Code INF336L01NY9 INF843K01047
Exits Load HSBC Large & Midcap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 Edelweiss Large and Mid Cap 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 Large & Mid Cap Fund - Regular Growth Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option
1 Month -6.12% -3.57%
6 Month -18.59% -13.47%
1 Year 1.81% 4.38%
3 Year 14.23% 15%
5 Year 18.17% 19.69%

SIP Return Analysis

Scheme Name HSBC Large & Mid Cap Fund - Regular Growth Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option
6 Month -16.41% -10.95%
1 Year -27.26% -16.62%
3 Year 11.1% 12.56%
5 Year 14.84% 16.13%

Rolling Lumpsum Returns

Scheme Name HSBC Large & Mid Cap Fund - Regular Growth Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option
1 Year 21.03% 12.44%
3 Year 19.46% 13.57%
5 Year 21.66% 14.04%

Risk Management

Scheme Name HSBC Large & Mid Cap Fund - Regular Growth Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option
Standard Deviation 16.811% 14.02%
Sharp 0.444% 0.675%
Beta 0.981% 0.965%
Alpha 1.122% 1.947%

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Fund Managers

Scheme Name HSBC Large & Mid Cap Fund - Regular Growth Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option
Name Cheenu Gupta Trideep Bhattacharya
Total AUM ₹0 Cr ₹0 Cr
Fund Manage 9 9
HSBC Large & Mid Cap Fund - Regular Growth Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

HSBC Large & Mid Cap Fund - Regular Growth

Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option

Others 1.8533 2.56901
Large Cap 44.96934 46.80783
Small Cap 12.89418 14.15343
Mid Cap 40.28316 36.46973

Sector Allocation

Scheme Name

HSBC Large & Mid Cap Fund - Regular Growth

Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option

Others 1.8533 1.51269
Energy 0.02286 3.07688
Industrials 25.68278 12.99225
Technology 16.65463 14.48428
Financial Services 22.59974 25.92447
Consumer Cyclical 16.84264 17.31299
Healthcare 7.5383 9.235
Basic Materials 1.64525 7.13874
Utilities 3.10601 1.82827
Consumer Defensive 0.41252 2.29079
Real Estate 2.11703 2.37877
Communication Services 1.52492 1.82487

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