HSBC Equity Savings Fund vs Edelweiss Equity Savings Fund compare

HSBC Equity Savings Fund vs Edelweiss Equity Savings Fund compare

Link copied to clipboard!

Edelweiss Equity Savings Fund - Regular Plan - Growth Option

HSBC Equity Savings Fund - Regular Growth

Chart Comparison

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

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)	₹439 Cr	₹341 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	05 Oct 2014	01 Jan 2013
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	1.56	1.51
Manager	Dhawal Dalal	Mahesh A Chhabria
ISIN Code	INF843K01KG9	INF917K01AA5
Exits Load	Exit load of 0.25%, if redeemed within 30 days./365	Exit load for units in excess of 0.50% of the investment,1% will be charged for redemption within 1 month./365

Trailing Lumpsum Returns

Scheme Name	Edelweiss Equity Savings Fund - Regular Plan - Growth Option	HSBC Equity Savings Fund - Regular Growth
1 Month	1.46%	1.3%
6 Month	8.36%	14.29%
1 Year	17.47%	26.28%
3 Year	9.74%	13.31%
5 Year	11.2%	13.7%

SIP Return Analysis

Scheme Name	Edelweiss Equity Savings Fund - Regular Plan - Growth Option	HSBC Equity Savings Fund - Regular Growth
6 Month	-	-
1 Year	7.57%	11.7%
3 Year	18.17%	25.45%
5 Year	31.29%	42.82%

Rolling Lumpsum Returns

Scheme Name	Edelweiss Equity Savings Fund - Regular Plan - Growth Option	HSBC Equity Savings Fund - Regular Growth
1 Year	10.33%	13.35%
3 Year	24.66%	33.28%
5 Year	33.06%	46.54%

Risk Management

Scheme Name	Edelweiss Equity Savings Fund - Regular Plan - Growth Option	HSBC Equity Savings Fund - Regular Growth
Standard Deviation	3.86%	4.64%
Sharp	0.76%	1.25%
Beta	0.73%	0.78%
Alpha	0.63%	3.82%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance

fund-icons

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
Fund Manage	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	35.98	31.55
Large Cap	43.95	30.66
Mid Cap	15.51	18.54
Small Cap	4.55	19.25

Sector Allocation

Scheme Name	Edelweiss Equity Savings Fund - Regular Plan - Growth Option	HSBC Equity Savings Fund - Regular Growth
Others	56.09	1.65
Sovereign	15.22	13.5
Financial	8.36	20.73
Materials	0.9	2.54
Services	2.52	9.17
Capital Goods	0.67	23.15
Energy	2.58	0.72
Unclassified	2.43	-
Construction	1.57	8.61
Communication	0.96	0.35
Technology	2.13	3.27
Consumer Staples	1.65	4.31
Automobile	2.04	0.09
Healthcare	1.85	0.15
Metals & Mining	0.38	6.34
Chemicals	0.47	2.13
Textiles	0.17	-
Consumer Discretionary	-	3.29

Top Comparisons

Aditya Birla Sun Life Frontline Equity Fund-Growth

3Y Returns15.7%

VS

Tata Large Cap Fund -Regular Plan - Growth Option

3Y Returns15.6%

ICICI Prudential Bharat Consumption Fund - Growth Option

3Y Returns25.8%

VS

Mirae Asset Great Consumer Fund - Regular Plan - Growth option

3Y Returns23.81%

HDFC Dynamic Debt Fund - Growth Option

3Y Returns5.1%

VS

Axis Dynamic Bond Fund - Regular Plan - Growth Option

3Y Returns5.6%

Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

3Y Returns18.9%

VS

Sundaram Flexicap Fund Regular Growth

3Y Returns0%

Add to Cart Successfully