Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Edelweiss Large Cap Fund vs HSBC Large Cap Fund compare

Link copied to clipboard!

tortoise-icon HSBC Large Cap Fund - Regular Growth

Invest Now

tortoise-icon Edelweiss Large Cap Fund - Regular Plan - Growth Option

Invest Now

Chart Comparison

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

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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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

Top Comparisons

Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option

3Y Returns13.02%

VS

Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option

3Y Returns20.67%

Compare Now

Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth

3Y Returns17.98%

VS

UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option

3Y Returns14.75%

Compare Now

Tata Dividend Yield Fund-Regular Plan-Growth Tata Dividend Yield Fund-Regular Plan-Growth

3Y Returns14.75%

VS

UTI-Dividend Yield Fund.-Growth UTI-Dividend Yield Fund.-Growth

3Y Returns18.08%

Compare Now

ITI ELSS Tax Saver Fund Regular - Growth ITI ELSS Tax Saver Fund Regular - Growth

3Y Returns19.04%

VS

Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth

3Y Returns14.89%

Compare Now
Add to Cart Successfully