HSBC Equity Savings Fund vs Edelweiss Equity Savings Fund compare
Edelweiss Equity Savings Fund - Regular Plan - Growth Option
HSBC Equity Savings Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | Edelweiss Equity Savings Fund - Regular Plan - Growth Option | HSBC Equity Savings Fund - Regular Growth |
---|---|---|
Fund | Edelweiss Equity Savings Fund - Regular Plan - Growth Option | HSBC Equity Savings Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Moderate | Moderately High |
Asset Size (Cr) | ₹572 Cr | ₹646 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 13 Oct 2014 | 18 Oct 2011 |
Category | Equity Savings | Equity Savings |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
Turn Over | 87% | 75% |
Expense Ratio | 1.6 | 1.51 |
Manager | Dhawal Dalal | Mahesh A Chhabria |
ISIN Code | INF843K01KG9 | INF917K01AA5 |
Exits Load | Data not available./365 | HSBC Equity Savings Fund - Growth charges 0.5% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Edelweiss Equity Savings Fund - Regular Plan - Growth Option | HSBC Equity Savings Fund - Regular Growth |
---|---|---|
1 Month | 1.49% | 1.3% |
6 Month | 3.17% | -2.02% |
1 Year | 10.14% | 6.31% |
3 Year | 10.22% | 10.94% |
5 Year | 11.46% | 14.85% |
SIP Return Analysis
Scheme Name | Edelweiss Equity Savings Fund - Regular Plan - Growth Option | HSBC Equity Savings Fund - Regular Growth |
---|---|---|
6 Month | 2.4% | -1.42% |
1 Year | 6.98% | -2.5% |
3 Year | 11.38% | 11.37% |
5 Year | 10.41% | 11.55% |
Rolling Lumpsum Returns
Scheme Name | Edelweiss Equity Savings Fund - Regular Plan - Growth Option | HSBC Equity Savings Fund - Regular Growth |
---|---|---|
1 Year | 8.68% | 8.17% |
3 Year | 8.78% | 9.36% |
5 Year | 8.77% | 8.3% |
Risk Management
Scheme Name | Edelweiss Equity Savings Fund - Regular Plan - Growth Option | HSBC Equity Savings Fund - Regular Growth |
---|---|---|
Standard Deviation | 4.089% | 7.536% |
Sharp | 0.716% | 0.463% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | Edelweiss Equity Savings Fund - Regular Plan - Growth Option | HSBC Equity Savings Fund - Regular Growth |
---|---|---|
Name | Dhawal Dalal | Mahesh A Chhabria |
Total AUM | ₹25974 Cr | ₹15021 Cr |
Funds Managed | 12 | 9 |
Edelweiss Equity Savings Fund - Regular Plan - Growth Option | HSBC Equity Savings Fund - Regular Growth |
Market Cap
Scheme Name |
Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
HSBC Equity Savings Fund - Regular Growth |
---|---|---|
Others | 34.35 | 30.31 |
Large Cap | 46.78 | 30.87 |
Small Cap | 6.5 | 10.93 |
Mid Cap | 12.37 | 27.88 |
Sector Allocation
Scheme Name |
Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
HSBC Equity Savings Fund - Regular Growth |
---|---|---|
Others | 31.74 | 30.31 |
Basic Materials | 8.54 | 1.25 |
Energy | 10.61 | 2.24 |
Industrials | 8.32 | 11.69 |
Technology | 3.67 | 6.08 |
Healthcare | 3.58 | 1.82 |
Financial Services | 17.32 | 35.89 |
Consumer Defensive | 1.94 | 0.02 |
Consumer Cyclical | 9.31 | 9.62 |
Utilities | 2.52 | 1.03 |
Real Estate | 0.45 | 0.04 |
Communication Services | 2.02 | - |
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