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) | ₹1656 Cr | ₹989 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 | 1.8% | 3.55% |
| 6 Month | 11.05% | 6.53% |
| 1 Year | 1.77% | 3.24% |
| 3 Year | 16.1% | 16.88% |
| 5 Year | 19.65% | - |
SIP Return Analysis
| Scheme Name | HSBC Focused Fund - Regular Growth | Edelweiss Focused Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.91% | -0.42% |
| 1 Year | 9.19% | 3.68% |
| 3 Year | 13.34% | 12.67% |
| 5 Year | 14.07% | - |
Rolling Lumpsum Returns
| Scheme Name | HSBC Focused Fund - Regular Growth | Edelweiss Focused Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 16.69% | 21.32% |
| 3 Year | 17.82% | 16.65% |
| 5 Year | 19.88% | - |
Risk Management
| Scheme Name | HSBC Focused Fund - Regular Growth | Edelweiss Focused Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 14.21% | 12.92% |
| Sharp | 0.67% | 0.77% |
| Beta | 0.99% | 0.94% |
| Alpha | 0.20% | 1.13% |
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 | 11.63 | 13.43 |
| Large Cap | 45.82 | 60.59 |
| Small Cap | 17.03 | - |
| Mid Cap | 25.52 | 25.97 |
Sector Allocation
| Scheme Name |
HSBC Focused Fund - Regular Growth |
Edelweiss Focused Fund - Regular Plan - Growth |
|---|---|---|
| Others | 3.13 | 3.33 |
| Technology | 7.77 | 10.23 |
| Consumer Cyclical | 16.08 | 15.33 |
| Healthcare | 9.43 | 5.84 |
| Consumer Defensive | 5.21 | 4.06 |
| Financial Services | 34.76 | 30.98 |
| Basic Materials | 2.56 | 7.22 |
| Industrials | 18.17 | 12.42 |
| Energy | 2.89 | 5.91 |
| Real Estate | - | 1.48 |
| Utilities | - | 3.21 |
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