HSBC Aggressive Hybrid Fund vs Edelweiss Aggressive Hybrid Fund compare
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
HSBC Aggressive Hybrid Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option | HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
Fund | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option | HSBC Aggressive Hybrid Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹2994 Cr | ₹5513 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 12 Aug 2009 | 07 Feb 2011 |
Category | Aggressive | Aggressive |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Hybrid 35+65 Aggressive TRI | NIFTY 50 Hybrid Composite Debt 65:35 |
Turn Over | 81% | 75% |
Expense Ratio | 1.95 | 1.85 |
Manager | Dhawal Dalal | Gautam Bhupal |
ISIN Code | INF754K01202 | INF917K01LB0 |
Exits Load | Edelweiss Aggressive Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | HSBC Aggressive Hybrid 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 Aggressive Hybrid Fund - Regular Plan - Growth Option | HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
1 Month | 1.51% | 2.16% |
6 Month | 12.03% | 21.53% |
1 Year | 1.65% | 1.22% |
3 Year | 16.67% | 15.1% |
5 Year | 19.64% | 15.99% |
SIP Return Analysis
Scheme Name | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option | HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
6 Month | 3.06% | 6.5% |
1 Year | 10.33% | 15.62% |
3 Year | 15.89% | 15.86% |
5 Year | 16.29% | 14.21% |
Rolling Lumpsum Returns
Scheme Name | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option | HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
1 Year | 10.16% | 11.35% |
3 Year | 12.85% | 13.32% |
5 Year | 11.99% | 12.71% |
Risk Management
Scheme Name | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option | HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
Standard Deviation | 9.86% | 12.27% |
Sharp | 0.94% | 0.65% |
Beta | 1.07% | 1.18% |
Alpha | 3.98% | 2.06% |
Fund Managers
Scheme Name | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option | HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
Name | Dhawal Dalal | Gautam Bhupal |
Total AUM | ₹25974 Cr | ₹25949 Cr |
Funds Managed | 12 | 13 |
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option | HSBC Aggressive Hybrid Fund - Regular Growth |
Market Cap
Scheme Name |
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
Others | 30.94 | 25.91 |
Large Cap | 46.09 | 40.98 |
Mid Cap | 15.34 | 20.16 |
Small Cap | 7.62 | 12.96 |
Sector Allocation
Scheme Name |
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
Others | 25.9 | 24.87 |
Communication Services | 4.07 | 1.08 |
Energy | 2.78 | 0.15 |
Utilities | 2.44 | 2.31 |
Industrials | 8.1 | 20.28 |
Technology | 8.59 | 6.35 |
Consumer Cyclical | 6.8 | 17.4 |
Consumer Defensive | 4.76 | 3.25 |
Basic Materials | 5.51 | 0.19 |
Financial Services | 22.19 | 20.12 |
Healthcare | 8.55 | 3.78 |
Real Estate | 0.32 | 0.23 |
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