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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) | ₹670 Cr | ₹649 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 | -0.07% | 1.5% |
| 6 Month | 5.58% | 7.28% |
| 1 Year | 7.67% | 4.13% |
| 3 Year | 10.84% | 12.77% |
| 5 Year | 10.63% | 13.3% |
SIP Return Analysis
| Scheme Name | Edelweiss Equity Savings Fund - Regular Plan - Growth Option | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 6 Month | 2.94% | 4.84% |
| 1 Year | 8.21% | 6.07% |
| 3 Year | 11.01% | 12.42% |
| 5 Year | 10.17% | 11.87% |
Rolling Lumpsum Returns
| Scheme Name | Edelweiss Equity Savings Fund - Regular Plan - Growth Option | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 1 Year | 8.7% | 8.03% |
| 3 Year | 8.9% | 9.53% |
| 5 Year | 9.05% | 8.45% |
Risk Management
| Scheme Name | Edelweiss Equity Savings Fund - Regular Plan - Growth Option | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 3.77% | 7.29% |
| Sharp | 1.15% | 0.81% |
| Beta | - | - |
| Alpha | - | - |
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 | 37.49 | 33.9 |
| Large Cap | 45.42 | 41.07 |
| Mid Cap | 11.03 | 17.72 |
| Small Cap | 6.07 | 7.32 |
Sector Allocation
| Scheme Name |
Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Others | 35.46 | 31.57 |
| Energy | 8.83 | 2.11 |
| Utilities | 1.7 | 1.64 |
| Technology | 4 | 2.16 |
| Healthcare | 3.89 | 5.13 |
| Industrials | 6.03 | 8.18 |
| Basic Materials | 7.18 | 1.35 |
| Financial Services | 18.41 | 28.35 |
| Consumer Defensive | 2.11 | 3.67 |
| Consumer Cyclical | 6.25 | 13.76 |
| Real Estate | 0.4 | 0.04 |
| Communication Services | 5.74 | 2.01 |
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