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Edelweiss Small Cap Fund vs HSBC Small Cap Fund compare
Edelweiss Small Cap Fund - Regular Plan - Growth
HSBC Small Cap Fund Regular Growth
Chart Comparison
Overview
| Scheme Name | Edelweiss Small Cap Fund - Regular Plan - Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Fund | Edelweiss Small Cap Fund - Regular Plan - Growth | HSBC Small Cap Fund Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹4171 Cr | ₹15453 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 07 Feb 2019 | 12 May 2014 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Smallcap 250 TRI | BSE 250 SmallCap TRI |
| Turn Over | 18% | 15% |
| Expense Ratio | 1.84 | 1.67 |
| Manager | Trideep Bhattacharya | Venugopal Manghat |
| ISIN Code | INF754K01JJ4 | INF917K01QC7 |
| Exits Load | Edelweiss Small Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | HSBC Small Cap 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 Small Cap Fund - Regular Plan - Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 1 Month | 6.07% | 7.55% |
| 6 Month | -16.99% | -19.91% |
| 1 Year | 4.28% | 1.51% |
| 3 Year | 16.33% | 16.6% |
| 5 Year | 35.98% | 36.91% |
SIP Return Analysis
| Scheme Name | Edelweiss Small Cap Fund - Regular Plan - Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -11.05% | -13.84% |
| 1 Year | -16.81% | -23.33% |
| 3 Year | 15.76% | 14.38% |
| 5 Year | 22.61% | 23.45% |
Rolling Lumpsum Returns
| Scheme Name | Edelweiss Small Cap Fund - Regular Plan - Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 30.2% | 19.2% |
| 3 Year | 30.38% | 23.02% |
| 5 Year | 31.61% | 15.83% |
Risk Management
| Scheme Name | Edelweiss Small Cap Fund - Regular Plan - Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 15.599% | 18.203% |
| Sharp | 0.8% | 0.572% |
| Beta | 0.803% | 0.882% |
| Alpha | 0.98% | -0.639% |
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Fund Managers
| Scheme Name | Edelweiss Small Cap Fund - Regular Plan - Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Name | Trideep Bhattacharya | Venugopal Manghat |
| Total AUM | ₹0 Cr | ₹41442 Cr |
| Funds Managed | 9 | 7 |
| Edelweiss Small Cap Fund - Regular Plan - Growth | HSBC Small Cap Fund Regular Growth |
Market Cap
| Scheme Name |
Edelweiss Small Cap Fund - Regular Plan - Growth |
HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Others | 3.2 | 3.74 |
| Small Cap | 67.63 | 72.68 |
| Mid Cap | 29.17 | 21 |
| Large Cap | 0 | 2.59 |
Sector Allocation
| Scheme Name |
Edelweiss Small Cap Fund - Regular Plan - Growth |
HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Others | 3.2 | 6.47 |
| Consumer Defensive | 6.61 | 3.38 |
| Basic Materials | 11.9 | 10.53 |
| Technology | 11.49 | 9.98 |
| Consumer Cyclical | 16.79 | 16.29 |
| Healthcare | 11.41 | 4.47 |
| Financial Services | 17.15 | 14.59 |
| Industrials | 18.22 | 27.7 |
| Real Estate | 3.21 | 5.2 |
| Energy | - | 1.4 |
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