- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
MF Portfolio OverlapCheck Common Stocks Before You Invest
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
Edelweiss Equity Savings Fund vs HSBC Equity Savings Fund compare
Edelweiss Equity Savings Fund - Regular Plan - Growth Option
HSBC Equity Savings Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | Edelweiss Equity Savings Fund - Regular Plan - Growth Option | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Fund | Edelweiss Equity Savings Fund - Regular Plan - Growth Option | HSBC Equity Savings Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderately High |
| Asset Size (Cr) | ₹1195 Cr | ₹786 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 13 Oct 2014 | 18 Oct 2011 |
| Category | Equity Savings | Equity Savings |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
| Turn Over | 87% | 75% |
| Expense Ratio | 1.6 | 1.51 |
| Manager | Dhawal Dalal | Mahesh A Chhabria |
| ISIN Code | INF843K01KG9 | INF917K01AA5 |
| Exits Load | Data not available./365 | HSBC Equity Savings Fund - Growth charges 0.5% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Edelweiss Equity Savings Fund - Regular Plan - Growth Option | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 1 Month | -1.05% | -2.28% |
| 6 Month | 2.08% | 1.86% |
| 1 Year | 7.75% | 3.66% |
| 3 Year | 10.9% | 12.79% |
| 5 Year | 9.18% | 10.78% |
SIP Return Analysis
| Scheme Name | Edelweiss Equity Savings Fund - Regular Plan - Growth Option | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 6 Month | 0.92% | -1.02% |
| 1 Year | 7.8% | 6.83% |
| 3 Year | 10.02% | 9.89% |
| 5 Year | 9.76% | 10.63% |
Rolling Lumpsum Returns
| Scheme Name | Edelweiss Equity Savings Fund - Regular Plan - Growth Option | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 1 Year | 8.61% | 7.75% |
| 3 Year | 9.04% | 9.8% |
| 5 Year | 9.19% | 8.56% |
Risk Management
| Scheme Name | Edelweiss Equity Savings Fund - Regular Plan - Growth Option | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 3.86% | 4.64% |
| Sharp | 1.49% | 1.01% |
| Beta | 0.71% | 0.86% |
| Alpha | 2.32% | 3.87% |
Fund Managers
| Scheme Name | Edelweiss Equity Savings Fund - Regular Plan - Growth Option | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Name | Dhawal Dalal | Mahesh A Chhabria |
| Total AUM | ₹25974 Cr | ₹15021 Cr |
| Funds Managed | 12 | 9 |
| Edelweiss Equity Savings Fund - Regular Plan - Growth Option | HSBC Equity Savings Fund - Regular Growth |
Market Cap
| Scheme Name |
Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Others | 35.68 | 38.57 |
| Large Cap | 43.63 | 42.83 |
| Mid Cap | 15.3 | 12.16 |
| Small Cap | 5.39 | 6.45 |
Sector Allocation
| Scheme Name |
Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Others | 31.69 | 27.74 |
| Energy | 5.75 | 1.68 |
| Utilities | 4.12 | 1.16 |
| Technology | 2.99 | 4.66 |
| Consumer Cyclical | 6.65 | 11.37 |
| Healthcare | 3.54 | 4.39 |
| Industrials | 5.72 | 12.13 |
| Basic Materials | 10.71 | 1.53 |
| Financial Services | 20.58 | 27.35 |
| Consumer Defensive | 1.38 | 3.05 |
| Real Estate | 0.88 | - |
| Communication Services | 5.98 | 4.95 |
Top Comparisons
ICICI Prudential Nifty Next 50 Index Fund - Growth
3Y Returns16.77%
SBI Nifty Next 50 Index Fund - Regular Plan - Growth
3Y Returns16.77%
UTI Infrastructure Fund-Growth Option
3Y Returns17.44%
Quant Infrastructure Fund - Growth Option
3Y Returns12.8%
Franklin India ELSS Tax Saver Fund-Growth
3Y Returns16.67%
SBI ELSS Tax Saver Fund - Regular Plan- Growth
3Y Returns22.06%
ICICI Prudential Overnight Fund - Growth
3Y Returns6.31%
LIC MF Overnight Fund Regular - Growth
3Y Returns6.26%
