HSBC Equity Savings Fund vs Edelweiss Equity Savings Fund compare

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tortoise-icon Edelweiss Equity Savings Fund - Regular Plan - Growth Option

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tortoise-icon HSBC Equity Savings 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 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) ₹539 Cr ₹548 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 1.59 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 -0.03% -4.46%
6 Month 2.88% 2.88%
1 Year 11.43% 17.27%
3 Year 9.26% 11.95%
5 Year 10.39% 12.28%

SIP Return Analysis

Scheme Name Edelweiss Equity Savings Fund - Regular Plan - Growth Option HSBC Equity Savings Fund - Regular Growth
6 Month - -
1 Year 8.93% 12.99%
3 Year 11.58% 16.07%
5 Year 10.76% 14.65%

Rolling Lumpsum Returns

Scheme Name Edelweiss Equity Savings Fund - Regular Plan - Growth Option HSBC Equity Savings Fund - Regular Growth
1 Year 8.56% 8%
3 Year 8.69% 9.28%
5 Year 8.49% 8.14%

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 0.63% 1.25%
Beta 0.23% 0.78%
Alpha 1.16% 3.82%

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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
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 60.13
Large Cap 43.95 33.11
Mid Cap 15.51 21.48
Small Cap 4.55 20.64

Sector Allocation

Scheme Name

Edelweiss Equity Savings Fund - Regular Plan - Growth Option

HSBC Equity Savings Fund - Regular Growth

Others 56.09 60.13
Financial 8.36 -
Textiles 0.17 -
Automobile 2.04 -
Healthcare 1.85 -
Services 2.52 -
Metals & Mining 0.38 -
Energy 2.58 -
Materials 0.9 -
Capital Goods 0.67 -
Communication 0.96 -
Construction 1.57 0.39
Sovereign 15.22 -
Technology 2.13 -
Consumer Staples 1.65 -
Chemicals 0.47 -
Unclassified 2.43 -
Realty - 3.71
Petroleum Products - 3.07
Electrical Equipment - 14.07
IT - Software - 0.58
Capital Markets - 4.25
Banks - 17.77
Pharmaceuticals & Biotechnology - 3.41
Leisure Services - 0.05
Aerospace & Defense - 1.83
Transport Services - 0.5
Ferrous Metals - 2.21
Finance - 2.36
Consumer Durables - 5.87
Power - 0.91
Financial Technology (Fintech) - 1.14
Industrial Products - 1.98
Insurance - 0.14
Retailing - 6.94
Beverages - 0.02
Industrial Manufacturing - 4.03

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