Edelweiss Small Cap Fund vs HSBC Small Cap Fund compare

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Edelweiss Small Cap Fund - Regular Plan - Growth

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HSBC Small Cap 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 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 Risk	Very High Risk
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

Scheme Name	Edelweiss Small Cap Fund - Regular Plan - Growth	HSBC Small Cap Fund - Regular Growth
1 Month	-9.03%	-11.48%
6 Month	-13.74%	-17.18%
1 Year	4.14%	-0.27%
3 Year	18.19%	18.37%
5 Year	25.31%	25.13%

Scheme Name	Edelweiss Small Cap Fund - Regular Plan - Growth	HSBC Small Cap Fund - Regular Growth
6 Month	-	-
1 Year	-13.27%	-19.55%
3 Year	16.28%	15.03%
5 Year	24.05%	24.87%

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%

Scheme Name	Edelweiss Small Cap Fund - Regular Plan - Growth	HSBC Small Cap Fund - Regular Growth
Standard Deviation	15.599%	16.675%
Sharp	0.8%	0.756%
Beta	0.803%	0.854%
Alpha	0.98%	0.383%

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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
Fund Manage	9	7
	Edelweiss Small Cap Fund - Regular Plan - Growth	HSBC Small Cap Fund - Regular Growth

Scheme Name	Edelweiss Small Cap Fund - Regular Plan - Growth	HSBC Small Cap Fund - Regular Growth
Others	2.77	1.17
Small Cap	71.43	73.18
Mid Cap	25.8	22.57
Large Cap	-	3.08

Scheme Name	Edelweiss Small Cap Fund - Regular Plan - Growth	HSBC Small Cap Fund - Regular Growth
Others	1.46	1.17
Consumer Staples	5.37	-
Materials	5.99	-
Communication	1.43	-
Healthcare	9.88	-
Financial	15.79	-
Automobile	5.09	-
Capital Goods	17.27	-
Services	8.82	-
Chemicals	2.15	-
Technology	5.85	-
Metals & Mining	4.26	-
Construction	10.09	8.11
Consumer Discretionary	3.13	-
Textiles	3.42	-
Realty	-	5.29
Capital Markets	-	9.27
Industrial Products	-	15.58
Retailing	-	2.24
Banks	-	3.02
Pharmaceuticals & Biotechnology	-	6.21
Electrical Equipment	-	4.47
Healthcare Services	-	0.36
IT - Software	-	3.85
Paper, Forest & Jute Products	-	2.38
Auto Components	-	5.47
Agricultural Food & other Products	-	1.58
Fertilizers & Agrochemicals	-	2.59
Finance	-	4.13
Chemicals & Petrochemicals	-	1.75
Textiles & Apparels	-	4.99
Gas	-	1.5
Consumer Durables	-	7.83
Leisure Services	-	1.9
Industrial Manufacturing	-	3.01
Other Consumer Services	-	0.23
Household Products	-	0.32
Commercial Services & Supplies	-	1.67
Beverages	-	1.08