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HSBC Small Cap Fund vs Edelweiss Small Cap Fund compare
Edelweiss Small Cap Fund - Regular Plan - Growth
HSBC Small Cap Fund - Regular Growth
Chart Comparison
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 Risk | Very High Risk |
| Asset Size (Cr) | ₹4171 Cr | ₹15453 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 TRI |
| Turn Over | 18% | 15% |
| Expense Ratio | 1.84 | 1.67 |
| 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 | -9.03% | -11.48% |
| 6 Month | -13.74% | -17.18% |
| 1 Year | 4.14% | -0.27% |
| 3 Year | 18.19% | 18.37% |
| 5 Year | 25.31% | 25.13% |
SIP Return Analysis
| Scheme Name | Edelweiss Small Cap Fund - Regular Plan - Growth | HSBC Small Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | -13.27% | -19.55% |
| 3 Year | 16.28% | 15.03% |
| 5 Year | 24.05% | 24.87% |
Rolling Lumpsum Returns
| Scheme Name | Edelweiss Small Cap Fund - Regular Plan - Growth | HSBC Small Cap Fund - Regular Growth |
|---|---|---|
| 1 Year | 30.2% | 19.2% |
| 3 Year | 30.38% | 23.02% |
| 5 Year | 31.61% | 15.83% |
Risk Management
| Scheme Name | Edelweiss Small Cap Fund - Regular Plan - Growth | HSBC Small Cap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 15.599% | 16.675% |
| Sharp | 0.8% | 0.756% |
| Beta | 0.803% | 0.854% |
| Alpha | 0.98% | 0.383% |
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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 | 1.17 |
| Small Cap | 71.43 | 73.18 |
| Mid Cap | 25.8 | 22.57 |
| Large Cap | - | 3.08 |
Sector Allocation
| Scheme Name |
Edelweiss Small Cap Fund - Regular Plan - Growth |
HSBC Small Cap Fund - Regular Growth |
|---|---|---|
| Others | 1.46 | 1.17 |
| Consumer Staples | 5.37 | - |
| Materials | 5.99 | - |
| Communication | 1.43 | - |
| Healthcare | 9.88 | - |
| Financial | 15.79 | - |
| Automobile | 5.09 | - |
| Capital Goods | 17.27 | - |
| Services | 8.82 | - |
| Chemicals | 2.15 | - |
| Technology | 5.85 | - |
| Metals & Mining | 4.26 | - |
| Construction | 10.09 | 8.11 |
| Consumer Discretionary | 3.13 | - |
| Textiles | 3.42 | - |
| Realty | - | 5.29 |
| Capital Markets | - | 9.27 |
| Industrial Products | - | 15.58 |
| Retailing | - | 2.24 |
| Banks | - | 3.02 |
| Pharmaceuticals & Biotechnology | - | 6.21 |
| Electrical Equipment | - | 4.47 |
| Healthcare Services | - | 0.36 |
| IT - Software | - | 3.85 |
| Paper, Forest & Jute Products | - | 2.38 |
| Auto Components | - | 5.47 |
| Agricultural Food & other Products | - | 1.58 |
| Fertilizers & Agrochemicals | - | 2.59 |
| Finance | - | 4.13 |
| Chemicals & Petrochemicals | - | 1.75 |
| Textiles & Apparels | - | 4.99 |
| Gas | - | 1.5 |
| Consumer Durables | - | 7.83 |
| Leisure Services | - | 1.9 |
| Industrial Manufacturing | - | 3.01 |
| Other Consumer Services | - | 0.23 |
| Household Products | - | 0.32 |
| Commercial Services & Supplies | - | 1.67 |
| Beverages | - | 1.08 |
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