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) | ₹4088 Cr | ₹4133 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 | -1.45% | 1.22% |
| 6 Month | 10.14% | 8.37% |
| 1 Year | 0.01% | 1.85% |
| 3 Year | 19.18% | 16.72% |
| 5 Year | 20.62% | 20.57% |
SIP Return Analysis
| Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.75% | 1.88% |
| 1 Year | 12.51% | 11.45% |
| 3 Year | 17.01% | 15.56% |
| 5 Year | 16.89% | 15.96% |
Rolling Lumpsum Returns
| Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 17.43% | 11.81% |
| 3 Year | 19.45% | 13.98% |
| 5 Year | 22.42% | 14.26% |
Risk Management
| Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 15.66% | 13.65% |
| Sharp | 0.84% | 0.77% |
| Beta | 1.00% | 0.97% |
| Alpha | 1.09% | -1.05% |
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 | 10.36 | 5.33 |
| Large Cap | 39.85 | 46.98 |
| Small Cap | 13.15 | 11.52 |
| Mid Cap | 36.65 | 36.16 |
Sector Allocation
| Scheme Name |
HSBC Large & Mid Cap Fund - Regular Growth |
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 1.32 | 2.25 |
| Energy | 0.02 | 4.14 |
| Industrials | 22.59 | 14.25 |
| Technology | 11.75 | 11.41 |
| Financial Services | 30.35 | 27.67 |
| Consumer Cyclical | 19.6 | 12.74 |
| Healthcare | 7.86 | 8.63 |
| Basic Materials | 0.46 | 10.18 |
| Utilities | 0.48 | 2.06 |
| Consumer Defensive | 1.79 | 2.57 |
| Real Estate | 0.04 | 1.8 |
| Communication Services | 3.74 | 2.32 |
Top Comparisons
Sundaram ELSS Tax Saver Fund Regular Growth
3Y Returns14.1%
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth
3Y Returns14.1%
LIC MF Large & Mid Cap Fund Regular-Growth
3Y Returns16.11%
LIC MF Large & Mid Cap Fund-Regular Plan-Growth
3Y Returns16.11%
HSBC Liquid Fund - Regular Growth
3Y Returns6.99%
DSP Liquidity Fund - Regular Plan - Growth
3Y Returns6.98%
HDFC Hybrid Equity Fund - Growth Plan
3Y Returns12.04%
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
3Y Returns15.41%