Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

HSBC Large & Mid Cap Fund vs Edelweiss Large & Mid Cap Fund compare

Link copied to clipboard!

tortoise-icon HSBC Large & Mid Cap Fund - Regular Growth

Invest Now

tortoise-icon Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option

Invest Now

Chart Comparison

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

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 Risk Very High Risk
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 -8.5% -4.69%
6 Month -15.11% -10.64%
1 Year 7.68% 6.62%
3 Year 14.4% 14.89%
5 Year 16.14% 17.34%

SIP Return Analysis

Scheme Name HSBC Large & Mid Cap Fund - Regular Growth Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option
6 Month - -
1 Year -14.41% -8.32%
3 Year 15.27% 15.13%
5 Year 17.75% 18.17%

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 15.618% 14.02%
Sharp 0.613% 0.675%
Beta 0.931% 0.965%
Alpha 2.312% 1.947%

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 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
Fund Manage 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 5.47 3.91
Small Cap 14.21 11.4
Large Cap 38.58 48.46
Mid Cap 41.74 36.23

Sector Allocation

Scheme Name

HSBC Large & Mid Cap Fund - Regular Growth

Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option

Others 5.47 2.03
Realty 3.9 -
Petroleum Products 0.02 -
Electrical Equipment 17.12 -
IT - Software 7.87 -
Capital Markets 9.22 -
Retailing 10.79 -
Construction 0.63 5.55
Healthcare Services 2.16 -
Banks 6.56 -
Pharmaceuticals & Biotechnology 2.87 -
Leisure Services 0.92 -
Paper, Forest & Jute Products 0.77 -
Aerospace & Defense 4.66 -
Power 3.74 -
Automobiles 3.7 -
Finance 1.01 -
Beverages 0.06 -
Industrial Manufacturing 4.04 -
Personal Products 0.31 -
Industrial Products 3.01 -
Consumer Durables 6.97 -
Auto Components 0.02 -
Telecom - Services 0.37 -
Financial Technology (Fintech) 3.16 -
Cement & Cement Products 0.65 -
Energy - 3.71
Materials - 7.47
Technology - 8.79
Financial - 24.14
Healthcare - 6.04
Metals & Mining - 5.37
Capital Goods - 12.21
Chemicals - 1.43
Automobile - 8.7
Insurance - 0.86
Services - 5.85
Consumer Staples - 2.37
Consumer Discretionary - 3.65
Communication - 1.83

Top Comparisons

Invesco India Multicap Fund - Growth Option Invesco India Multicap Fund - Growth Option

3Y Returns15.89%

VS

Canara Robeco Multi Cap Fund - Regular (G) Canara Robeco Multi Cap Fund - Regular (G)

3Y Returns0%

Compare Now

Mahindra Manulife Low Duration Fund - Regular Plan - Growth Mahindra Manulife Low Duration Fund - Regular Plan - Growth

3Y Returns5.99%

VS

BANDHAN Low Duration Fund - Regular Plan - Growth BANDHAN Low Duration Fund - Regular Plan - Growth

3Y Returns6.24%

Compare Now

Aditya Birla Sun Life Government Securities Fund  - Growth - Regular Plan Aditya Birla Sun Life Government Securities Fund - Growth - Regular Plan

3Y Returns5.87%

VS

Aditya Birla Sun Life Government Securities Fund  - Growth - Regular Plan Aditya Birla Sun Life Government Securities Fund - Growth - Regular Plan

3Y Returns5.87%

Compare Now

Tata Short Term Bond Fund -Regular Plan- Growth Option Tata Short Term Bond Fund -Regular Plan- Growth Option

3Y Returns5.8%

VS

Axis Short Duration Fund - Regular Plan - Growth Option Axis Short Duration Fund - Regular Plan - Growth Option

3Y Returns6.3%

Compare Now
Add to Cart Successfully