HSBC Large & Mid Cap Fund vs Edelweiss Large & Mid Cap Fund compare
HSBC Large & Mid Cap Fund - Regular Growth
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Fund | HSBC Large & Mid Cap Fund - Regular Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹3873 Cr | ₹3610 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 03 Apr 2019 | 14 Jun 2007 |
Category | Large and Mid Cap | Large and Mid Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Large Midcap 250 TRI | NIFTY Large Midcap 250 TRI |
Turn Over | 68% | 30% |
Expense Ratio | 1.91 | 1.87 |
Manager | Cheenu Gupta | Trideep Bhattacharya |
ISIN Code | INF336L01NY9 | INF843K01047 |
Exits Load | HSBC Large & Midcap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Edelweiss Large and Mid Cap Fund - Regular Plan - 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 & Mid Cap Fund - Regular Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 7.95% | 6.6% |
6 Month | -16.14% | -12.33% |
1 Year | 8.66% | 9.1% |
3 Year | 15.49% | 15.06% |
5 Year | 25.05% | 26.01% |
SIP Return Analysis
Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | -10.78% | -6.68% |
1 Year | -17.04% | -9.41% |
3 Year | 15.78% | 15.87% |
5 Year | 17.46% | 17.98% |
Rolling Lumpsum Returns
Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 21.03% | 12.44% |
3 Year | 19.46% | 13.57% |
5 Year | 21.66% | 14.04% |
Risk Management
Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 16.811% | 14.02% |
Sharp | 0.444% | 0.675% |
Beta | 0.981% | 0.965% |
Alpha | 1.122% | 1.947% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Name | Cheenu Gupta | Trideep Bhattacharya |
Total AUM | ₹0 Cr | ₹0 Cr |
Funds Managed | 9 | 9 |
HSBC Large & Mid Cap Fund - Regular Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
HSBC Large & Mid Cap Fund - Regular Growth |
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 1.85 | 2.57 |
Large Cap | 44.97 | 46.81 |
Small Cap | 12.89 | 14.15 |
Mid Cap | 40.28 | 36.47 |
Sector Allocation
Scheme Name |
HSBC Large & Mid Cap Fund - Regular Growth |
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 1.85 | 1.51 |
Energy | 0.02 | 3.08 |
Industrials | 25.68 | 12.99 |
Technology | 16.65 | 14.48 |
Financial Services | 22.6 | 25.92 |
Consumer Cyclical | 16.84 | 17.31 |
Healthcare | 7.54 | 9.24 |
Basic Materials | 1.65 | 7.14 |
Utilities | 3.11 | 1.83 |
Consumer Defensive | 0.41 | 2.29 |
Real Estate | 2.12 | 2.38 |
Communication Services | 1.52 | 1.82 |
Top Comparisons
SBI Multi Asset Allocation Fund - Regular Plan - Growth
3Y Returns13.92%
Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
3Y Returns2.14%
BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth
3Y Returns6.14%
SBI Conservative Hybrid Fund - Regular Plan - Growth
3Y Returns9.74%
Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth
3Y Returns0%
Quant Multi Asset Fund-Growth
3Y Returns18.21%
Kotak Pioneer Fund- Regular Plan- Growth Option
3Y Returns15.82%
Tata Ethical Fund-Regular Plan - Growth Option
3Y Returns9.18%