Edelweiss Recently Listed IPO Fund Regular Plan Growth vs HSBC Business Cycles Fund compare

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Edelweiss Recently Listed IPO Fund Regular Plan Growth

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HSBC Business Cycles Fund - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹919 Cr	₹1153 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

Scheme Name	Edelweiss Recently Listed IPO Fund Regular Plan Growth	HSBC Business Cycles Fund - Regular Growth
1 Month	0.01%	-3.86%
6 Month	3.89%	9.58%
1 Year	-0.18%	0.7%
3 Year	16.38%	22.81%
5 Year	20.74%	26.47%

Scheme Name	Edelweiss Recently Listed IPO Fund Regular Plan Growth	HSBC Business Cycles Fund - Regular Growth
6 Month	9.71%	7.93%
1 Year	8.06%	9.71%
3 Year	16.34%	22.51%
5 Year	14.91%	22.27%

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%

Scheme Name	Edelweiss Recently Listed IPO Fund Regular Plan Growth	HSBC Business Cycles Fund - Regular Growth
Standard Deviation	17.85%	17.42%
Sharp	0.71%	1.21%
Beta	-	1.11%
Alpha	-	4.95%

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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

Scheme Name	Edelweiss Recently Listed IPO Fund Regular Plan Growth	HSBC Business Cycles Fund - Regular Growth
Others	13.79	4.13
Small Cap	50.02	41.16
Large Cap	15.94	44.87
Mid Cap	20.26	9.83

Scheme Name	Edelweiss Recently Listed IPO Fund Regular Plan Growth	HSBC Business Cycles Fund - Regular Growth
Others	4.57	4.13
Consumer Defensive	1.45	-
Consumer Cyclical	26.17	20.84
Industrials	17.66	25.83
Financial Services	13.04	30.98
Healthcare	14.62	-
Technology	6.97	1.15
Basic Materials	3.93	10.38
Utilities	6.07	-
Communication Services	5.52	-
Energy	-	5.87
Real Estate	-	0.82