Edelweiss Large Cap Fund vs HSBC Large Cap Fund compare
HSBC Large Cap Fund - Regular Growth
Edelweiss Large Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | HSBC Large Cap Fund - Regular Growth | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
---|---|---|
Fund | HSBC Large Cap Fund - Regular Growth | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹1828 Cr | ₹1108 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 10 Dec 2002 | 20 May 2009 |
Category | Large Cap | Large Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 100 TRI | NIFTY 100 TRI |
Turn Over | 63% | 79% |
Expense Ratio | 2.13 | 2.16 |
Manager | Gautam Bhupal | Bhavesh Jain |
ISIN Code | INF336L01016 | INF754K01046 |
Exits Load | HSBC Large Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Edelweiss Large Cap Fund - 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 Large Cap Fund - Regular Growth | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 3.25% | 2.99% |
6 Month | -4.36% | -1.97% |
1 Year | 4.54% | 6.12% |
3 Year | 14.5% | 15.43% |
5 Year | 19.46% | 20.81% |
SIP Return Analysis
Scheme Name | HSBC Large Cap Fund - Regular Growth | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 0.51% | 2.09% |
1 Year | -4.23% | -2.09% |
3 Year | 14.03% | 14.88% |
5 Year | 14.55% | 15.68% |
Rolling Lumpsum Returns
Scheme Name | HSBC Large Cap Fund - Regular Growth | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 16.04% | 13.43% |
3 Year | 12.53% | 13.33% |
5 Year | 12.28% | 14.04% |
Risk Management
Scheme Name | HSBC Large Cap Fund - Regular Growth | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 14.193% | 12.521% |
Sharp | 0.369% | 0.582% |
Beta | 0.998% | 0.937% |
Alpha | -0.734% | 0.513% |
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Fund Managers
Scheme Name | HSBC Large Cap Fund - Regular Growth | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
---|---|---|
Name | Gautam Bhupal | Bhavesh Jain |
Total AUM | ₹25949 Cr | ₹0 Cr |
Funds Managed | 13 | 22 |
HSBC Large Cap Fund - Regular Growth | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
HSBC Large Cap Fund - Regular Growth |
Edelweiss Large Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 4.08 | 3.04 |
Large Cap | 82.36 | 82.38 |
Small Cap | 4.89 | 1.65 |
Mid Cap | 8.66 | 12.93 |
Sector Allocation
Scheme Name |
HSBC Large Cap Fund - Regular Growth |
Edelweiss Large Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 1.48 | 2.93 |
Energy | 6.28 | 5.35 |
Technology | 13.74 | 10.77 |
Industrials | 10.76 | 7.1 |
Basic Materials | 6.14 | 4.91 |
Consumer Defensive | 6.13 | 7.04 |
Financial Services | 27.66 | 32.37 |
Healthcare | 6.85 | 10.76 |
Utilities | 3.81 | 3.19 |
Consumer Cyclical | 11.58 | 11.32 |
Real Estate | 2.04 | - |
Communication Services | 3.56 | 4.26 |
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