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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) ₹907 Cr ₹995 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 22 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 2.29 2.28
Manager Bhavesh Jain Venugopal Manghat
ISIN Code INF754K01MH2 INF917K01RF8
Exits Load Edelweiss Recently Listed IPO Fund - Growth charges 2.0% of sell value; if fund sold before 180 days. There are no other charges./365 HSBC Business Cycles Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Edelweiss Recently Listed IPO Fund Regular Plan Growth HSBC Business Cycles Fund - Regular Growth
1 Month 0.35% 1.65%
6 Month -10.1% -8.48%
1 Year -1.33% 5.36%
3 Year 9.27% 20.82%
5 Year 21.38% 26.71%

SIP Return Analysis

Scheme Name Edelweiss Recently Listed IPO Fund Regular Plan Growth HSBC Business Cycles Fund - Regular Growth
6 Month -6.15% -0.12%
1 Year -14.72% -6.06%
3 Year 10.38% 19.75%
5 Year 12.18% 20.99%

Rolling Lumpsum Returns

Scheme Name Edelweiss Recently Listed IPO Fund Regular Plan Growth HSBC Business Cycles Fund - Regular Growth
1 Year 19.83% 12.53%
3 Year 21.13% 12.41%
5 Year 21% 10.07%

Risk Management

Scheme Name Edelweiss Recently Listed IPO Fund Regular Plan Growth HSBC Business Cycles Fund - Regular Growth
Standard Deviation 18.145% 16.92%
Sharp 0.234% 0.627%
Beta - -
Alpha - -

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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
Funds Managed 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 4.43 3.21
Small Cap 64.17 44.38
Large Cap 13.48 41.17
Mid Cap 17.92 11.24

Sector Allocation

Scheme Name

Edelweiss Recently Listed IPO Fund Regular Plan Growth

HSBC Business Cycles Fund - Regular Growth

Others 4.37 4.33
Technology 6.63 1.43
Financial Services 9.71 29.12
Consumer Defensive 2.49 -
Consumer Cyclical 23.21 16.85
Industrials 21.6 28.03
Healthcare 18.07 -
Basic Materials 3.86 12.59
Utilities 5.51 -
Communication Services 4.54 -
Energy - 6.42
Real Estate - 1.22

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