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

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

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tortoise-icon Edelweiss Large & Mid 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 & 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) ₹3609 Cr ₹3645 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 1.94 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 8.69% 3.25%
6 Month 8.79% 6%
1 Year 39.11% 24.92%
3 Year 21.52% 18.63%
5 Year 22.17% 21.21%

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 34.36% 20.12%
3 Year 31.65% 24.9%
5 Year 27.21% 24%

Rolling Lumpsum Returns

Scheme Name HSBC Large & Mid Cap Fund - Regular Growth Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option
1 Year 20.37% 12.13%
3 Year 19.47% 13.44%
5 Year 21.86% 13.97%

Risk Management

Scheme Name HSBC Large & Mid Cap Fund - Regular Growth Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option
Standard Deviation 13.09% 12.38%
Sharp 1.13% 0.97%
Beta 0.93% 0.95%
Alpha 0.54% -0.01%

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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 3.52 3.91
Large Cap 38.96 48.46
Small Cap 23.55 11.4
Mid Cap 33.97 36.23

Sector Allocation

Scheme Name

HSBC Large & Mid Cap Fund - Regular Growth

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

Others 2.06 2.03
Energy 5.57 3.71
Capital Goods 31.27 12.21
Technology 5.96 8.79
Consumer Staples 1.63 2.37
Financial 14.06 24.14
Construction 11.81 5.55
Healthcare 5.11 6.04
Metals & Mining 0.66 5.37
Services 12.34 5.85
Automobile 4.66 8.7
Chemicals 0.05 1.43
Consumer Discretionary 3.81 3.65
Communication 1.01 1.83
Materials - 7.47
Insurance - 0.86

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