Edelweiss Focused Fund vs HSBC Focused Fund compare
HSBC Focused Fund - Regular Growth
Edelweiss Focused Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | HSBC Focused Fund - Regular Growth | Edelweiss Focused Fund - Regular Plan - Growth |
---|---|---|
Fund | HSBC Focused Fund - Regular Growth | Edelweiss Focused Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹1721 Cr | ₹1001 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 22 Jul 2020 | 01 Aug 2022 |
Category | Focused | Focused |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 95% | 49% |
Expense Ratio | 2.09 | 2.24 |
Manager | Cheenu Gupta | Trideep Bhattacharya |
ISIN Code | INF336L01PE6 | INF754K01OL0 |
Exits Load | HSBC Focused Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Edelweiss Focused 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 Focused Fund - Regular Growth | Edelweiss Focused Fund - Regular Plan - Growth |
---|---|---|
1 Month | 0.19% | -3.68% |
6 Month | 7.37% | 2.97% |
1 Year | 1.66% | -2.32% |
3 Year | 17.3% | - |
5 Year | 20.34% | - |
SIP Return Analysis
Scheme Name | HSBC Focused Fund - Regular Growth | Edelweiss Focused Fund - Regular Plan - Growth |
---|---|---|
6 Month | 7.34% | 3.07% |
1 Year | 6.68% | 1.48% |
3 Year | 16.38% | - |
5 Year | 16.34% | - |
Rolling Lumpsum Returns
Scheme Name | HSBC Focused Fund - Regular Growth | Edelweiss Focused Fund - Regular Plan - Growth |
---|---|---|
1 Year | 17.78% | 26.4% |
3 Year | 18.03% | 17.39% |
5 Year | 20.39% | - |
Risk Management
Scheme Name | HSBC Focused Fund - Regular Growth | Edelweiss Focused Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 15.56% | - |
Sharp | 0.93% | - |
Beta | 1.03% | - |
Alpha | -0.12% | - |
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Fund Managers
Scheme Name | HSBC Focused Fund - Regular Growth | Edelweiss Focused Fund - Regular Plan - Growth |
---|---|---|
Name | Cheenu Gupta | Trideep Bhattacharya |
Total AUM | ₹0 Cr | ₹0 Cr |
Funds Managed | 9 | 9 |
HSBC Focused Fund - Regular Growth | Edelweiss Focused Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
HSBC Focused Fund - Regular Growth |
Edelweiss Focused Fund - Regular Plan - Growth |
---|---|---|
Others | 13.64 | 9.01 |
Large Cap | 41.41 | 69.09 |
Small Cap | 20.21 | - |
Mid Cap | 24.74 | 21.89 |
Sector Allocation
Scheme Name |
HSBC Focused Fund - Regular Growth |
Edelweiss Focused Fund - Regular Plan - Growth |
---|---|---|
Others | 8.51 | 2.22 |
Technology | 7.62 | 11.84 |
Consumer Cyclical | 13.01 | 15.44 |
Healthcare | 9.76 | 3.86 |
Consumer Defensive | 2.67 | 4.15 |
Financial Services | 37.09 | 33.34 |
Basic Materials | 4.63 | 6.47 |
Industrials | 13.87 | 11.39 |
Energy | 2.84 | 6.43 |
Real Estate | - | 1.74 |
Utilities | - | 3.12 |
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