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) | ₹1919 Cr | ₹1445 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 | 1.8% | 0.39% |
| 6 Month | 6.36% | 4.08% |
| 1 Year | 4.47% | 7.49% |
| 3 Year | 16.11% | 16.31% |
| 5 Year | 14.27% | 15.1% |
SIP Return Analysis
| Scheme Name | HSBC Large Cap Fund - Regular Growth | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.15% | 1.5% |
| 1 Year | 11.72% | 10.12% |
| 3 Year | 12.66% | 12.33% |
| 5 Year | 13.07% | 13.48% |
Rolling Lumpsum Returns
| Scheme Name | HSBC Large Cap Fund - Regular Growth | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 14.7% | 12.23% |
| 3 Year | 12.74% | 13.62% |
| 5 Year | 12.6% | 14.26% |
Risk Management
| Scheme Name | HSBC Large Cap Fund - Regular Growth | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.13% | 11.75% |
| Sharp | 0.59% | 0.66% |
| Beta | 0.96% | 0.95% |
| Alpha | -0.11% | 0.42% |
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 | 7.43 | 7.63 |
| Large Cap | 84.11 | 77.88 |
| Small Cap | 2.22 | 0.77 |
| Mid Cap | 6.24 | 13.71 |
Sector Allocation
| Scheme Name |
HSBC Large Cap Fund - Regular Growth |
Edelweiss Large Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 3.44 | 4.73 |
| Energy | 6.53 | 6.62 |
| Industrials | 10.36 | 8.77 |
| Technology | 9.98 | 6.98 |
| Consumer Cyclical | 15.41 | 13.13 |
| Consumer Defensive | 7.11 | 5.87 |
| Financial Services | 33.97 | 33.63 |
| Healthcare | 6.44 | 8.61 |
| Communication Services | 3.83 | 3.68 |
| Basic Materials | 1.81 | 5.77 |
| Utilities | 1.11 | 2.21 |
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