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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) | ₹1723 Cr | ₹1041 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 | 0.66% | -0.79% |
| 6 Month | 4.33% | 2.28% |
| 1 Year | -1.83% | -1.28% |
| 3 Year | 16.3% | 16.72% |
| 5 Year | 15.73% | - |
SIP Return Analysis
| Scheme Name | HSBC Focused Fund - Regular Growth | Edelweiss Focused Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.91% | 1.82% |
| 1 Year | 15.01% | 11.34% |
| 3 Year | 14.14% | 13.93% |
| 5 Year | 14.38% | - |
Rolling Lumpsum Returns
| Scheme Name | HSBC Focused Fund - Regular Growth | Edelweiss Focused Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 15.34% | 21.32% |
| 3 Year | 17.56% | 16.65% |
| 5 Year | 19.61% | - |
Risk Management
| Scheme Name | HSBC Focused Fund - Regular Growth | Edelweiss Focused Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 14.19% | 12.92% |
| Sharp | 0.64% | 0.75% |
| Beta | 0.99% | 0.95% |
| Alpha | 0.55% | 1.56% |
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 | 17.22 | 15.07 |
| Large Cap | 43.83 | 60.73 |
| Small Cap | 14.28 | - |
| Mid Cap | 24.67 | 24.2 |
Sector Allocation
| Scheme Name |
HSBC Focused Fund - Regular Growth |
Edelweiss Focused Fund - Regular Plan - Growth |
|---|---|---|
| Others | 6.89 | 1.74 |
| Technology | 8.75 | 12.46 |
| Consumer Cyclical | 14.26 | 14.19 |
| Healthcare | 9.52 | 5.47 |
| Consumer Defensive | 4.9 | 3.96 |
| Financial Services | 34.98 | 31.89 |
| Basic Materials | 2.2 | 7.03 |
| Industrials | 15.68 | 12.5 |
| Energy | 2.82 | 6.45 |
| Real Estate | - | 1.37 |
| Utilities | - | 2.93 |
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