Edelweiss Recently Listed IPO Fund Regular Plan Growth vs HSBC Business Cycles Fund compare

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tortoise-icon Edelweiss Recently Listed IPO Fund Regular Plan Growth

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tortoise-icon HSBC Business Cycles Fund - Regular Growth

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Chart Comparison

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

Overview

Scheme Name Edelweiss Recently Listed IPO Fund Regular Plan Growth HSBC Business Cycles Fund - Regular Growth
Fund Edelweiss Recently Listed IPO Fund Regular Plan Growth HSBC Business Cycles Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹949 Cr ₹925 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 16 Feb 2018 20 Aug 2014
Category Other Themes Other Themes
Fund Type Open Ended Open Ended
Benchmark India Recent 100 IPO TRI NIFTY 500 TRI
Turn Over 47% 28%
Expense Ratio 2.26 2.35
Manager Bhavesh Jain Venugopal Manghat
ISIN Code INF754K01MH2 INF917K01RF8
Exits Load Exit load of 2% if redeemed within 6 months./365 Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365

Trailing Lumpsum Returns

Scheme Name Edelweiss Recently Listed IPO Fund Regular Plan Growth HSBC Business Cycles Fund - Regular Growth
1 Month 3.17% 2.75%
6 Month 15.38% 25.5%
1 Year 32.78% 53.88%
3 Year 13.84% 26.31%
5 Year 25.39% 24.78%

SIP Return Analysis

Scheme Name Edelweiss Recently Listed IPO Fund Regular Plan Growth HSBC Business Cycles Fund - Regular Growth
6 Month - -
1 Year 11.76% 24.49%
3 Year 28.26% 54.47%
5 Year 67.29% 97.18%

Rolling Lumpsum Returns

Scheme Name Edelweiss Recently Listed IPO Fund Regular Plan Growth HSBC Business Cycles Fund - Regular Growth
1 Year 25.39% 25.98%
3 Year 51.85% 71.34%
5 Year 77.19% 107.95%

Risk Management

Scheme Name Edelweiss Recently Listed IPO Fund Regular Plan Growth HSBC Business Cycles Fund - Regular Growth
Standard Deviation 16.97% 13.82%
Sharp 0.55% 1.28%
Beta 0.9% 0.96%
Alpha -1.6% 5.23%

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Fund Managers

Scheme Name Edelweiss Recently Listed IPO Fund Regular Plan Growth HSBC Business Cycles Fund - Regular Growth
Name Bhavesh Jain Venugopal Manghat
Total AUM ₹0 Cr ₹41442 Cr
Fund Manage 22 7
Edelweiss Recently Listed IPO Fund Regular Plan Growth HSBC Business Cycles Fund - Regular Growth

Market Cap

Scheme Name

Edelweiss Recently Listed IPO Fund Regular Plan Growth

HSBC Business Cycles Fund - Regular Growth

Others 18.56 2.77
Small Cap 68.74 43.71
Large Cap 6.01 43.45
Mid Cap 6.69 10.07

Sector Allocation

Scheme Name

Edelweiss Recently Listed IPO Fund Regular Plan Growth

HSBC Business Cycles Fund - Regular Growth

Others 1.09 1.39
Financial 18.14 17.4
Consumer Staples 7.33 2.06
Healthcare 18.02 -
Capital Goods 15.53 15.45
Insurance 3.22 -
Services 19.03 18.75
Technology 1.76 -
Consumer Discretionary 3.46 4.3
Automobile 3.8 2.06
Metals & Mining 5.99 5.53
Communication 1.89 -
Textiles 0.74 1.75
Energy - 4.53
Construction - 17.05
Chemicals - 2.15
Materials - 7.58

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