HSBC Large Cap Fund vs Edelweiss Large Cap Fund compare

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tortoise-icon HSBC Large Cap Fund - Regular Growth

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tortoise-icon Edelweiss Large Cap 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 Large Cap Fund - Regular Growth Edelweiss Large Cap Fund - Regular Plan - Growth Option
Fund HSBC Large Cap Fund - Regular Growth Edelweiss Large Cap Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1928 Cr ₹1081 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 10 Dec 2002 20 May 2009
Category Large Cap Large Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY 100 TRI NIFTY 100 TRI
Turn Over 63% 79%
Expense Ratio 2.13 2.18
Manager Gautam Bhupal Bhavesh Jain
ISIN Code INF336L01016 INF754K01046
Exits Load HSBC Large Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 Edelweiss Large Cap Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name HSBC Large Cap Fund - Regular Growth Edelweiss Large Cap Fund - Regular Plan - Growth Option
1 Month -4.55% -2.96%
6 Month -4.25% -5.08%
1 Year 11.94% 11.06%
3 Year 12.26% 13.36%
5 Year 15.19% 16.01%

SIP Return Analysis

Scheme Name HSBC Large Cap Fund - Regular Growth Edelweiss Large Cap Fund - Regular Plan - Growth Option
6 Month - -
1 Year 6.95% 3.27%
3 Year 18.53% 17.3%
5 Year 18.08% 18.01%

Rolling Lumpsum Returns

Scheme Name HSBC Large Cap Fund - Regular Growth Edelweiss Large Cap Fund - Regular Plan - Growth Option
1 Year 15.92% 13.31%
3 Year 12.52% 13.29%
5 Year 12.17% 13.98%

Risk Management

Scheme Name HSBC Large Cap Fund - Regular Growth Edelweiss Large Cap Fund - Regular Plan - Growth Option
Standard Deviation 12.72% 11.77%
Sharp 0.84% 0.85%
Beta 0.98% 0.91%
Alpha 0.05% 2.04%

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Fund Managers

Scheme Name HSBC Large Cap Fund - Regular Growth Edelweiss Large Cap Fund - Regular Plan - Growth Option
Name Gautam Bhupal Bhavesh Jain
Total AUM ₹25949 Cr ₹0 Cr
Fund Manage 13 22
HSBC Large Cap Fund - Regular Growth Edelweiss Large Cap Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

HSBC Large Cap Fund - Regular Growth

Edelweiss Large Cap Fund - Regular Plan - Growth Option

Others 2.06 7.34
Large Cap 81.25 76.94
Small Cap 5.91 0.71
Mid Cap 10.78 14.95

Sector Allocation

Scheme Name

HSBC Large Cap Fund - Regular Growth

Edelweiss Large Cap Fund - Regular Plan - Growth Option

Others 2.06 0.2
Petroleum Products 3.19 -
IT - Software 12.16 -
Construction 4.73 4.52
Diversified FMCG 3.52 -
Banks 20.16 -
Pharmaceuticals & Biotechnology 7.11 -
Aerospace & Defense 5.05 -
Gas 1 -
Finance 5.46 -
Transport Services 1.82 -
Automobiles 2.46 -
Beverages 1.68 -
Oil 1.26 -
Realty 3.03 -
Consumer Durables 1.45 -
Telecom - Services 3.33 -
Healthcare Services 1.72 -
Cement & Cement Products 2.1 -
Power 2.19 -
Capital Markets 4.09 -
Ferrous Metals 1.95 -
Retailing 5.72 -
Textiles & Apparels 0.5 -
Leisure Services 2.26 -
Financial - 30.96
Capital Goods - 5.33
Healthcare - 8.37
Automobile - 11.59
Energy - 10.26
Technology - 7.42
Materials - 2.55
Consumer Staples - 6.17
Metals & Mining - 3.1
Services - 3.51
Consumer Discretionary - 0.42
Chemicals - 1.44
Communication - 3.41
Insurance - 0.69

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