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Edelweiss Small Cap Fund vs HSBC Small Cap Fund compare
Edelweiss Small Cap Fund - Regular Plan - Growth
HSBC Small Cap Fund Regular Growth
Chart Comparison
Overview
| Scheme Name | Edelweiss Small Cap Fund - Regular Plan - Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Fund | Edelweiss Small Cap Fund - Regular Plan - Growth | HSBC Small Cap Fund Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹4921 Cr | ₹15886 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 07 Feb 2019 | 12 May 2014 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Smallcap 250 TRI | BSE 250 SmallCap TRI |
| Turn Over | 18% | 15% |
| Expense Ratio | 1.84 | 1.67 |
| Manager | Trideep Bhattacharya | Venugopal Manghat |
| ISIN Code | INF754K01JJ4 | INF917K01QC7 |
| Exits Load | Edelweiss Small Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | HSBC Small Cap 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 Small Cap Fund - Regular Plan - Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 1 Month | -0.84% | -1.24% |
| 6 Month | 14.69% | 14.28% |
| 1 Year | -4.91% | -10.19% |
| 3 Year | 20.2% | 19.76% |
| 5 Year | 28.65% | 29.78% |
SIP Return Analysis
| Scheme Name | Edelweiss Small Cap Fund - Regular Plan - Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | 1.1% | 0.16% |
| 1 Year | 8.41% | 4.15% |
| 3 Year | 16.17% | 13.68% |
| 5 Year | 19.4% | 19.14% |
Rolling Lumpsum Returns
| Scheme Name | Edelweiss Small Cap Fund - Regular Plan - Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 26.11% | 15.99% |
| 3 Year | 28.51% | 22.74% |
| 5 Year | 32.22% | 16.77% |
Risk Management
| Scheme Name | Edelweiss Small Cap Fund - Regular Plan - Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 15.87% | 18.17% |
| Sharp | 0.81% | 0.69% |
| Beta | 0.80% | 0.91% |
| Alpha | -0.32% | -2.37% |
Fund Managers
| Scheme Name | Edelweiss Small Cap Fund - Regular Plan - Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Name | Trideep Bhattacharya | Venugopal Manghat |
| Total AUM | ₹0 Cr | ₹41442 Cr |
| Funds Managed | 9 | 7 |
| Edelweiss Small Cap Fund - Regular Plan - Growth | HSBC Small Cap Fund Regular Growth |
Market Cap
| Scheme Name |
Edelweiss Small Cap Fund - Regular Plan - Growth |
HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Others | 3.21 | 4.28 |
| Small Cap | 71.89 | 73.48 |
| Mid Cap | 24.9 | 20.58 |
| Large Cap | - | 1.66 |
Sector Allocation
| Scheme Name |
Edelweiss Small Cap Fund - Regular Plan - Growth |
HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Others | 3.1 | 3.61 |
| Utilities | 1.03 | - |
| Consumer Defensive | 5.95 | 5.1 |
| Consumer Cyclical | 21.24 | 15.03 |
| Technology | 8.21 | 10.03 |
| Healthcare | 10.65 | 7.67 |
| Financial Services | 17.07 | 15.38 |
| Basic Materials | 15.73 | 10.87 |
| Industrials | 15.29 | 27.9 |
| Energy | 0.62 | 0.77 |
| Real Estate | 1.13 | 3.65 |
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