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) ₹3816 Cr ₹16396 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 01 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 1.86 1.7
Manager Trideep Bhattacharya Venugopal Manghat
ISIN Code INF754K01JJ4 INF917K01QC7
Exits Load Exit load of 1%, if redeemed within 90 days./365 Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365

Trailing Lumpsum Returns

Scheme Name Edelweiss Small Cap Fund - Regular Plan - Growth HSBC Small Cap Fund - Regular Growth
1 Month 3.17% 1.86%
6 Month 22.74% 22.79%
1 Year 43.55% 46%
3 Year 27.3% 30.37%
5 Year 34.55% 32.48%

SIP Return Analysis

Scheme Name Edelweiss Small Cap Fund - Regular Plan - Growth HSBC Small Cap Fund - Regular Growth
6 Month - -
1 Year 18.74% 21.58%
3 Year 51.27% 58.86%
5 Year 126.14% 137.96%

Rolling Lumpsum Returns

Scheme Name Edelweiss Small Cap Fund - Regular Plan - Growth HSBC Small Cap Fund - Regular Growth
1 Year 35.53% 36.36%
3 Year 91.33% 99.84%
5 Year 136.53% 151.38%

Risk Management

Scheme Name Edelweiss Small Cap Fund - Regular Plan - Growth HSBC Small Cap Fund - Regular Growth
Standard Deviation 14.15% 14.69%
Sharp 1.23% 1.4%
Beta 0.76% 0.8%
Alpha 3.7% 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

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

Sector Allocation

Scheme Name

Edelweiss Small Cap Fund - Regular Plan - Growth

HSBC Small Cap Fund - Regular Growth

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

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