HSBC Banking and PSU Debt Fund vs Edelweiss Banking and PSU Debt Fund compare

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tortoise-icon HSBC Banking and PSU Debt Fund - Regular Growth

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tortoise-icon Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option

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Chart Comparison

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

Overview

Scheme Name HSBC Banking and PSU Debt Fund - Regular Growth Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option
Fund HSBC Banking and PSU Debt Fund - Regular Growth Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹4683 Cr ₹275 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹1000 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 01 Jan 2013 06 Sep 2013
Category Banking and PSU Banking and PSU
Fund Type Open Ended Open Ended
Benchmark NIFTY Banking and PSU Debt Index NIFTY Banking and PSU Debt Total Return Index
Turn Over 15% 27%
Expense Ratio 0.61 0.7
Manager Jalpan Shah Dhawal Dalal
ISIN Code INF677K01AE7 INF843K01FK1
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name HSBC Banking and PSU Debt Fund - Regular Growth Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option
1 Month 0.51% 0.32%
6 Month 3.79% 4.58%
1 Year 7.43% 8.57%
3 Year 4.9% 5.68%
5 Year 5.68% 7.07%

SIP Return Analysis

Scheme Name HSBC Banking and PSU Debt Fund - Regular Growth Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option
6 Month - -
1 Year 7.35% 8.52%
3 Year 6.3% 7.09%
5 Year 5.47% 6.42%

Rolling Lumpsum Returns

Scheme Name HSBC Banking and PSU Debt Fund - Regular Growth Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option
1 Year 6.96% 7.62%
3 Year 6.94% 7.67%
5 Year 6.24% 7.99%

Risk Management

Scheme Name HSBC Banking and PSU Debt Fund - Regular Growth Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option
Standard Deviation 1.82% 2.24%
Sharp -0.62% -0.12%
Beta 3.07% 2.94%
Alpha 5.03% 5.62%

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Fund Managers

Scheme Name HSBC Banking and PSU Debt Fund - Regular Growth Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option
Name Jalpan Shah Dhawal Dalal
Total AUM ₹16521 Cr ₹25974 Cr
Fund Manage 6 12
HSBC Banking and PSU Debt Fund - Regular Growth Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

HSBC Banking and PSU Debt Fund - Regular Growth

Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option

Others 100 100

Sector Allocation

Scheme Name

HSBC Banking and PSU Debt Fund - Regular Growth

Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option

Others 1.15 3.94
Sovereign 22.54 14.28
Financial 60.88 32.65
Energy 15.43 32.21
Consumer Staples - 8.62
Services - 8.3

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