Edelweiss Equity Savings Fund vs HSBC Equity Savings Fund compare

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Edelweiss Equity Savings Fund - Regular Plan - Growth Option

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HSBC Equity Savings 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 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)	₹1106 Cr	₹787 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

Scheme Name	Edelweiss Equity Savings Fund - Regular Plan - Growth Option	HSBC Equity Savings Fund - Regular Growth
1 Month	0.42%	-0.61%
6 Month	2.72%	3.22%
1 Year	7.59%	1.99%
3 Year	11.14%	13.28%
5 Year	9.4%	11.02%

Scheme Name	Edelweiss Equity Savings Fund - Regular Plan - Growth Option	HSBC Equity Savings Fund - Regular Growth
6 Month	1.22%	-0.34%
1 Year	8.03%	7.52%
3 Year	10.07%	10.19%
5 Year	9.76%	10.74%

Scheme Name	Edelweiss Equity Savings Fund - Regular Plan - Growth Option	HSBC Equity Savings Fund - Regular Growth
1 Year	8.62%	7.77%
3 Year	9.04%	9.78%
5 Year	9.18%	8.55%

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%

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

Scheme Name	Edelweiss Equity Savings Fund - Regular Plan - Growth Option	HSBC Equity Savings Fund - Regular Growth
Others	-7.85	38.15
Large Cap	42.87	41.33
Mid Cap	16.94	14.77
Small Cap	6.83	5.75

Scheme Name	Edelweiss Equity Savings Fund - Regular Plan - Growth Option	HSBC Equity Savings Fund - Regular Growth
Others	-8.01	29.88
Petroleum Products	5.8	-
Power	1.15	-
IT - Software	3.43	-
Auto Components	0.87	-
Pharmaceuticals & Biotechnology	2.27	-
Construction	0.97	-
Ferrous Metals	1.21	-
Finance	2.24	-
Healthcare Services	1.15	-
Banks	17.77	-
Diversified FMCG	0.61	-
Non - Ferrous Metals	1.65	-
Cement & Cement Products	2.84	-
Financial Technology (Fintech)	0.38	-
Leisure Services	0.37	-
Aerospace & Defense	0.72	-
Electrical Equipment	0.79	-
Chemicals & Petrochemicals	0.6	-
Realty	0.84	-
Retailing	1.35	-
Insurance	0.83	-
Other Consumer Services	0.17	-
Automobiles	1.55	-
Commercial Services & Supplies	0.08	-
Telecom - Services	5.86	-
Capital Markets	1.04	-
Gas	0.11	-
IT - Services	0.07	-
Food Products	0.23	-
Agricultural Food & other Products	0.3	-
Beverages	0.41	-
Diversified Metals	0.45	-
Oil	0.05	-
Industrial Manufacturing	0.36	-
Consumer Durables	1.03	-
Metals & Minerals Trading	0.29	-
Industrial Products	1	-
Consumable Fuels	0.02	-
Minerals & Mining	0.68	-
Fertilizers & Agrochemicals	3.36	-
Transport Services	0.16	-
Transport Infrastructure	1.58	-
Textiles & Apparels	0.16	-
Energy	-	1.82
Technology	-	4.97
Financial Services	-	26.52
Industrials	-	11.22
Healthcare	-	5.28
Consumer Cyclical	-	8.97
Basic Materials	-	1.41
Consumer Defensive	-	3.28
Utilities	-	1.18
Communication Services	-	5.47