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Edelweiss Small Cap Fund vs HSBC Small Cap Fund compare

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tortoise-icon Edelweiss Small Cap Fund - Regular Plan - Growth

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tortoise-icon 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 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 4.67% 3.49%
6 Month -8.51% -12.21%
1 Year 7.47% 3.26%
3 Year 18.46% 18.39%
5 Year 34.43% 35.69%

SIP Return Analysis

Scheme Name Edelweiss Small Cap Fund - Regular Plan - Growth HSBC Small Cap Fund Regular Growth
6 Month -4.22% -7.47%
1 Year -11.96% -20%
3 Year 16.9% 14.61%
5 Year 22.72% 23%

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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