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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 | ₹1117 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 | -1.52% | -0.47% |
| 6 Month | 13.5% | 7.79% |
| 1 Year | -2.49% | -3.21% |
| 3 Year | 15.46% | 20.1% |
| 5 Year | 18.6% | 23.39% |
SIP Return Analysis
| Scheme Name | Edelweiss Recently Listed IPO Fund Regular Plan Growth | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| 6 Month | 3.12% | 0.45% |
| 1 Year | 12.45% | 9.89% |
| 3 Year | 14.99% | 18.03% |
| 5 Year | 13.35% | 19.09% |
Rolling Lumpsum Returns
| Scheme Name | Edelweiss Recently Listed IPO Fund Regular Plan Growth | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| 1 Year | 17.29% | 11.26% |
| 3 Year | 19.05% | 13.82% |
| 5 Year | 21.14% | 10.88% |
Risk Management
| Scheme Name | Edelweiss Recently Listed IPO Fund Regular Plan Growth | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 17.24% | 16.59% |
| Sharp | 0.58% | 0.84% |
| Beta | - | 1.11% |
| Alpha | - | 3.18% |
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 | 34.63 | 7.28 |
| Small Cap | 33.62 | 39.96 |
| Large Cap | 17.94 | 44.53 |
| Mid Cap | 13.8 | 8.23 |
Sector Allocation
| Scheme Name |
Edelweiss Recently Listed IPO Fund Regular Plan Growth |
HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| Others | 7.1 | 7.28 |
| Consumer Defensive | 1.73 | - |
| Consumer Cyclical | 29.82 | 20.6 |
| Industrials | 11.13 | 27.47 |
| Financial Services | 7.82 | 26.78 |
| Technology | 11.57 | 0.86 |
| Real Estate | 2.44 | 1.13 |
| Healthcare | 14.95 | - |
| Basic Materials | 5.02 | 10.32 |
| Utilities | 6.69 | - |
| Communication Services | 1.74 | - |
| Energy | - | 5.56 |
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