- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹3873 Cr | ₹3610 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 | 1.18% | 1.69% |
| 6 Month | -10.92% | -3.12% |
| 1 Year | -0.76% | 4.63% |
| 3 Year | 24.79% | 23.82% |
| 5 Year | 24.29% | 25% |
SIP Return Analysis
| Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 8.57% | 8.69% |
| 1 Year | 1.56% | 6.76% |
| 3 Year | 19.42% | 18.85% |
| 5 Year | 18.82% | 18.8% |
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 | 16.811% | 14.02% |
| Sharp | 0.444% | 0.675% |
| Beta | 0.981% | 0.965% |
| Alpha | 1.122% | 1.947% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 1.85 | 2.57 |
| Large Cap | 44.97 | 46.81 |
| Small Cap | 12.89 | 14.15 |
| Mid Cap | 40.28 | 36.47 |
Sector Allocation
| Scheme Name |
HSBC Large & Mid Cap Fund - Regular Growth |
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 1.85 | 1.51 |
| Energy | 0.02 | 3.08 |
| Industrials | 25.68 | 12.99 |
| Technology | 16.65 | 14.48 |
| Financial Services | 22.6 | 25.92 |
| Consumer Cyclical | 16.84 | 17.31 |
| Healthcare | 7.54 | 9.24 |
| Basic Materials | 1.65 | 7.14 |
| Utilities | 3.11 | 1.83 |
| Consumer Defensive | 0.41 | 2.29 |
| Real Estate | 2.12 | 2.38 |
| Communication Services | 1.52 | 1.82 |
Top Comparisons
HDFC Non-Cyclical Consumer Fund - Regular (G)
3Y Returns0%
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
3Y Returns22.79%
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
3Y Returns14.69%
HSBC Focused Fund - Regular Growth
3Y Returns22.16%
HDFC Flexi Cap Fund - Growth Plan
3Y Returns27.97%
UTI Flexi Cap Fund - Growth Option
3Y Returns15.96%
INVESCO INDIA LOW DURATION FUND - Regular - Growth
3Y Returns6.44%
HSBC Low Duration Fund - Regular Growth
3Y Returns7.59%
