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Edelweiss Focused Fund vs HSBC Focused Fund compare

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tortoise-icon HSBC Focused Fund - Regular Growth

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tortoise-icon Edelweiss Focused Fund - Regular Plan - Growth

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Chart Comparison

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

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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