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) | ₹1849 Cr | ₹1292 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 | -0.58% | -1.62% |
6 Month | 7.92% | 7.63% |
1 Year | 0.48% | -0.02% |
3 Year | 13.64% | 14.63% |
5 Year | 17.59% | 18.14% |
SIP Return Analysis
Scheme Name | HSBC Large Cap Fund - Regular Growth | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 3.58% | 2.14% |
1 Year | 2.95% | 2.75% |
3 Year | 12.71% | 12.6% |
5 Year | 13.19% | 13.76% |
Rolling Lumpsum Returns
Scheme Name | HSBC Large Cap Fund - Regular Growth | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 15.34% | 12.82% |
3 Year | 12.6% | 13.46% |
5 Year | 12.44% | 14.17% |
Risk Management
Scheme Name | HSBC Large Cap Fund - Regular Growth | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 12.62% | 12.16% |
Sharp | 0.64% | 0.74% |
Beta | 0.96% | 0.95% |
Alpha | -0.36% | 0.70% |
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 | 7.38 | 9.97 |
Large Cap | 84.16 | 74.1 |
Small Cap | 2.03 | 0.97 |
Mid Cap | 6.43 | 14.95 |
Sector Allocation
Scheme Name |
HSBC Large Cap Fund - Regular Growth |
Edelweiss Large Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 2.84 | 6.37 |
Energy | 4.77 | 7.97 |
Industrials | 9.05 | 7.19 |
Technology | 10.28 | 7.16 |
Consumer Cyclical | 15.77 | 8.1 |
Basic Materials | 3.79 | 4.18 |
Financial Services | 34.85 | 34.45 |
Healthcare | 6.72 | 10.5 |
Consumer Defensive | 4.56 | 8.52 |
Utilities | 3.63 | 2.16 |
Communication Services | 3.73 | 3.39 |
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