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 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% |
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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 | 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 |
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