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Edelweiss Recently Listed IPO Fund Regular Plan Growth vs HSBC Business Cycles Fund compare
Edelweiss Recently Listed IPO Fund Regular Plan Growth
HSBC Business Cycles Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | Edelweiss Recently Listed IPO Fund Regular Plan Growth | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| Fund | Edelweiss Recently Listed IPO Fund Regular Plan Growth | HSBC Business Cycles Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹924 Cr | ₹1092 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 22 Feb 2018 | 20 Aug 2014 |
| Category | Other Themes | Other Themes |
| Fund Type | Open Ended | Open Ended |
| Benchmark | India Recent 100 IPO TRI | NIFTY 500 TRI |
| Turn Over | 47% | 28% |
| Expense Ratio | 2.29 | 2.28 |
| Manager | Bhavesh Jain | Venugopal Manghat |
| ISIN Code | INF754K01MH2 | INF917K01RF8 |
| Exits Load | Edelweiss Recently Listed IPO Fund - Growth charges 2.0% of sell value; if fund sold before 180 days. There are no other charges./365 | HSBC Business Cycles Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Edelweiss Recently Listed IPO Fund Regular Plan Growth | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| 1 Month | 6.15% | 1.85% |
| 6 Month | 23.8% | 20.78% |
| 1 Year | -0.31% | -2.4% |
| 3 Year | 15.28% | 20.54% |
| 5 Year | 19.73% | 23.95% |
SIP Return Analysis
| Scheme Name | Edelweiss Recently Listed IPO Fund Regular Plan Growth | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| 6 Month | 9.39% | 2.43% |
| 1 Year | 17.24% | 9.22% |
| 3 Year | 17.73% | 19.75% |
| 5 Year | 15.11% | 20.23% |
Rolling Lumpsum Returns
| Scheme Name | Edelweiss Recently Listed IPO Fund Regular Plan Growth | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| 1 Year | 17.84% | 11.61% |
| 3 Year | 19.85% | 13.53% |
| 5 Year | 21.26% | 10.79% |
Risk Management
| Scheme Name | Edelweiss Recently Listed IPO Fund Regular Plan Growth | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 17.35% | 16.79% |
| Sharp | 0.49% | 0.75% |
| Beta | - | 1.11% |
| Alpha | - | 3.61% |
Fund Managers
| Scheme Name | Edelweiss Recently Listed IPO Fund Regular Plan Growth | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| Name | Bhavesh Jain | Venugopal Manghat |
| Total AUM | ₹0 Cr | ₹41442 Cr |
| Funds Managed | 22 | 7 |
| Edelweiss Recently Listed IPO Fund Regular Plan Growth | HSBC Business Cycles Fund - Regular Growth |
Market Cap
| Scheme Name |
Edelweiss Recently Listed IPO Fund Regular Plan Growth |
HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| Others | 18.56 | 6.3 |
| Small Cap | 46.58 | 40.04 |
| Large Cap | 15.9 | 44.3 |
| Mid Cap | 18.96 | 9.36 |
Sector Allocation
| Scheme Name |
Edelweiss Recently Listed IPO Fund Regular Plan Growth |
HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| Others | 3.11 | 6.3 |
| Consumer Defensive | 1.47 | - |
| Consumer Cyclical | 26.52 | 21 |
| Industrials | 16.56 | 25.75 |
| Financial Services | 13.49 | 28.61 |
| Healthcare | 15.1 | - |
| Real Estate | 1.18 | 0.76 |
| Technology | 7.66 | 1.13 |
| Basic Materials | 4.38 | 10.87 |
| Utilities | 6.33 | - |
| Communication Services | 4.19 | - |
| Energy | - | 5.58 |
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