Edelweiss Flexi Cap Fund vs HSBC Flexi Cap Fund compare
HSBC Flexi Cap Fund - Regular Growth
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
Chart Comparison
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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