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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) | ₹954 Cr | ₹1152 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 | -3.82% | -3.63% |
| 6 Month | 3.41% | -4.3% |
| 1 Year | -8.36% | -7.49% |
| 3 Year | 15.95% | 18.88% |
| 5 Year | 15.12% | 19.66% |
SIP Return Analysis
| Scheme Name | Edelweiss Recently Listed IPO Fund Regular Plan Growth | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| 6 Month | -2.31% | -2.75% |
| 1 Year | 6.52% | 5.13% |
| 3 Year | 11.38% | 14.36% |
| 5 Year | 11.16% | 16.86% |
Rolling Lumpsum Returns
| Scheme Name | Edelweiss Recently Listed IPO Fund Regular Plan Growth | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| 1 Year | 16.36% | 10.78% |
| 3 Year | 18.41% | 14.43% |
| 5 Year | 20.84% | 11.11% |
Risk Management
| Scheme Name | Edelweiss Recently Listed IPO Fund Regular Plan Growth | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 17.18% | 16.69% |
| Sharp | 0.60% | 0.77% |
| Beta | - | 1.12% |
| Alpha | - | 2.91% |
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 | 78.36 | 8.46 |
| Large Cap | 2.49 | 43.04 |
| Mid Cap | 8.66 | 7.97 |
| Small Cap | 10.48 | 40.53 |
Sector Allocation
| Scheme Name |
Edelweiss Recently Listed IPO Fund Regular Plan Growth |
HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| Others | 3.17 | 5.85 |
| Consumer Cyclical | 20.46 | 18.14 |
| Technology | 20.38 | 1.76 |
| Real Estate | 3.75 | 2.44 |
| Basic Materials | 5.25 | 8.2 |
| Industrials | 9.22 | 27.63 |
| Healthcare | 16.81 | 0.49 |
| Consumer Defensive | 3.95 | - |
| Financial Services | 13.16 | 30.03 |
| Energy | 0.93 | 5.47 |
| Utilities | 1.44 | - |
| Communication Services | 1.48 | - |
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