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Edelweiss Flexi Cap Fund vs HSBC Flexi Cap Fund compare

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tortoise-icon HSBC Flexi Cap Fund - Regular Growth

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tortoise-icon Edelweiss Flexi Cap Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name HSBC Flexi Cap Fund - Regular Growth Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
Fund HSBC Flexi Cap Fund - Regular Growth Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹5049 Cr ₹2842 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 24 Feb 2004 03 Feb 2015
Category Flexi Cap Flexi Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 27% 49%
Expense Ratio 1.93 1.96
Manager Venugopal Manghat Trideep Bhattacharya
ISIN Code INF336L01AF5 INF843K01KN5
Exits Load HSBC Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 Edelweiss Flexi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name HSBC Flexi Cap Fund - Regular Growth Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
1 Month 3.04% 3.67%
6 Month 10.84% 8.65%
1 Year 3.99% 3.58%
3 Year 20.11% 18.26%
5 Year 21.42% 21.94%

SIP Return Analysis

Scheme Name HSBC Flexi Cap Fund - Regular Growth Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
6 Month 0.73% 0.69%
1 Year 9.34% 7.08%
3 Year 16.13% 14.72%
5 Year 16.25% 15.63%

Rolling Lumpsum Returns

Scheme Name HSBC Flexi Cap Fund - Regular Growth Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
1 Year 14.77% 12.27%
3 Year 13.32% 15.42%
5 Year 14.1% 15.05%

Risk Management

Scheme Name HSBC Flexi Cap Fund - Regular Growth Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
Standard Deviation 13.99% 13.35%
Sharp 0.92% 0.84%
Beta 1.01% 0.98%
Alpha 3.40% 1.96%

Fund Managers

Scheme Name HSBC Flexi Cap Fund - Regular Growth Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
Name Venugopal Manghat Trideep Bhattacharya
Total AUM ₹41442 Cr ₹0 Cr
Funds Managed 7 9
HSBC Flexi Cap Fund - Regular Growth Edelweiss Flexi Cap Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

HSBC Flexi Cap Fund - Regular Growth

Edelweiss Flexi Cap Fund - Regular Plan - Growth Option

Others 7.02 7.72
Large Cap 52.87 58.36
Small Cap 21.8 8.9
Mid Cap 18.31 25.03

Sector Allocation

Scheme Name

HSBC Flexi Cap Fund - Regular Growth

Edelweiss Flexi Cap Fund - Regular Plan - Growth Option

Others 1.85 3.01
Energy 4.08 4.36
Industrials 13.04 11.49
Technology 14.06 10.37
Consumer Cyclical 14.28 14.09
Consumer Defensive 5.83 6.51
Basic Materials 8.66 6.18
Financial Services 26.17 29.41
Healthcare 4.94 7.34
Real Estate 1.87 1.93
Utilities 2.09 2.84
Communication Services 3.12 2.46

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