HSBC Small Cap Fund vs Edelweiss Small Cap Fund compare

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tortoise-icon Edelweiss Small Cap Fund - Regular Plan - Growth

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tortoise-icon HSBC Small Cap Fund - Regular Growth

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Chart Comparison

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

Overview

Scheme Name Edelweiss Small Cap Fund - Regular Plan - Growth HSBC Small Cap Fund - Regular Growth
Fund Edelweiss Small Cap Fund - Regular Plan - Growth HSBC Small Cap Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹4256 Cr ₹16920 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 07 Feb 2019 12 May 2014
Category Small Cap Small Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY SMALLCAP 250 TRI BSE 250 SmallCap Index
Turn Over 18% 15%
Expense Ratio 0.38 1.68
Manager Trideep Bhattacharya Venugopal Manghat
ISIN Code INF754K01JJ4 INF917K01QC7
Exits Load Edelweiss Small Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 HSBC Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Edelweiss Small Cap Fund - Regular Plan - Growth HSBC Small Cap Fund - Regular Growth
1 Month 5.64% 7.2%
6 Month 7.08% 6.97%
1 Year 27.38% 29.52%
3 Year 22.9% 25.89%
5 Year 32.96% 31.68%

SIP Return Analysis

Scheme Name Edelweiss Small Cap Fund - Regular Plan - Growth HSBC Small Cap Fund - Regular Growth
6 Month - -
1 Year 24.53% 28.16%
3 Year 30.34% 33.21%
5 Year 32.89% 35.83%

Rolling Lumpsum Returns

Scheme Name Edelweiss Small Cap Fund - Regular Plan - Growth HSBC Small Cap Fund - Regular Growth
1 Year 31.39% 18.47%
3 Year 31.7% 22.98%
5 Year 31.13% 14.99%

Risk Management

Scheme Name Edelweiss Small Cap Fund - Regular Plan - Growth HSBC Small Cap Fund - Regular Growth
Standard Deviation 14.15% 14.69%
Sharp 1.2% 1.4%
Beta 0.77% 0.8%
Alpha 3.34% 7.09%

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Fund Managers

Scheme Name Edelweiss Small Cap Fund - Regular Plan - Growth HSBC Small Cap Fund - Regular Growth
Name Trideep Bhattacharya Venugopal Manghat
Total AUM ₹0 Cr ₹41442 Cr
Fund Manage 9 7
Edelweiss Small Cap Fund - Regular Plan - Growth HSBC Small Cap Fund - Regular Growth

Market Cap

Scheme Name

Edelweiss Small Cap Fund - Regular Plan - Growth

HSBC Small Cap Fund - Regular Growth

Others 2.77 3.91
Small Cap 71.43 72.94
Mid Cap 25.8 20.12
Large Cap - 3.03

Sector Allocation

Scheme Name

Edelweiss Small Cap Fund - Regular Plan - Growth

HSBC Small Cap Fund - Regular Growth

Others 1.46 2.51
Consumer Staples 5.37 5.57
Materials 5.99 9.17
Communication 1.43 -
Healthcare 9.88 5.3
Financial 15.79 7.98
Automobile 5.09 3.89
Capital Goods 17.27 17.67
Services 8.82 10.12
Chemicals 2.15 1.41
Technology 5.85 5.93
Metals & Mining 4.26 8.71
Construction 10.09 12.47
Consumer Discretionary 3.13 2.17
Textiles 3.42 3.7
Diversified - 3.4

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