Edelweiss Large & Mid Cap Fund vs HSBC Large & Mid Cap Fund compare
HSBC Large & Mid Cap Fund - Regular Growth
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Fund | HSBC Large & Mid Cap Fund - Regular Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹4173 Cr | ₹3914 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 03 Apr 2019 | 14 Jun 2007 |
Category | Large and Mid Cap | Large and Mid Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Large Midcap 250 TRI | NIFTY Large Midcap 250 TRI |
Turn Over | 68% | 30% |
Expense Ratio | 1.91 | 1.87 |
Manager | Cheenu Gupta | Trideep Bhattacharya |
ISIN Code | INF336L01NY9 | INF843K01047 |
Exits Load | HSBC Large & Midcap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Edelweiss Large and Mid Cap 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 Large & Mid Cap Fund - Regular Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 3.07% | 3.55% |
6 Month | -6.74% | 0.54% |
1 Year | -0.29% | 4.04% |
3 Year | 24.06% | 23.15% |
5 Year | 23.98% | 24.63% |
SIP Return Analysis
Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 12.59% | 11.19% |
1 Year | 9.35% | 11.98% |
3 Year | 21.75% | 20.77% |
5 Year | 20.1% | 19.88% |
Rolling Lumpsum Returns
Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 19.55% | 12.13% |
3 Year | 19.09% | 13.7% |
5 Year | 21.88% | 14.13% |
Risk Management
Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 16.83% | 14.81% |
Sharp | 0.85% | 0.86% |
Beta | 0.98% | 0.98% |
Alpha | 3.72% | 2.20% |
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Fund Managers
Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Name | Cheenu Gupta | Trideep Bhattacharya |
Total AUM | ₹0 Cr | ₹0 Cr |
Funds Managed | 9 | 9 |
HSBC Large & Mid Cap Fund - Regular Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
HSBC Large & Mid Cap Fund - Regular Growth |
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 3.57 | 5.73 |
Large Cap | 49.91 | 45.61 |
Small Cap | 9.62 | 11.85 |
Mid Cap | 36.91 | 36.81 |
Sector Allocation
Scheme Name |
HSBC Large & Mid Cap Fund - Regular Growth |
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 1.34 | 3.15 |
Energy | 0.02 | 5.04 |
Industrials | 21.97 | 14.88 |
Technology | 7.44 | 10.72 |
Financial Services | 28.13 | 28.42 |
Consumer Cyclical | 20.38 | 11.78 |
Healthcare | 9.95 | 7.93 |
Basic Materials | 2.43 | 9.54 |
Utilities | 2.48 | 1.87 |
Consumer Defensive | 2.6 | 2.14 |
Real Estate | 0.09 | 2.05 |
Communication Services | 3.15 | 2.48 |
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