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) | ₹3161 Cr | ₹5546 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 | 2.06% | 1.61% |
| 6 Month | 6.33% | 12.68% |
| 1 Year | 6.59% | 5.72% |
| 3 Year | 16.95% | 15.62% |
| 5 Year | 19.92% | 15.86% |
SIP Return Analysis
| Scheme Name | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option | HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| 6 Month | 0.57% | 2.03% |
| 1 Year | 7.63% | 13.22% |
| 3 Year | 13.87% | 14.04% |
| 5 Year | 15.04% | 13.28% |
Rolling Lumpsum Returns
| Scheme Name | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option | HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| 1 Year | 10.04% | 11.14% |
| 3 Year | 13.02% | 13.41% |
| 5 Year | 12.03% | 12.82% |
Risk Management
| Scheme Name | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option | HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 9.66% | 12.18% |
| Sharp | 1.01% | 0.73% |
| Beta | 1.08% | 1.20% |
| Alpha | 3.02% | 1.38% |
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 | 30.22 | 27.83 |
| Large Cap | 48.14 | 41.53 |
| Mid Cap | 14.11 | 16.73 |
| Small Cap | 7.54 | 13.91 |
Sector Allocation
| Scheme Name |
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| Others | 25.1 | 25.86 |
| Communication Services | 3.93 | 1.06 |
| Energy | 2.59 | 0.55 |
| Utilities | 2.79 | 1.01 |
| Technology | 7.77 | 5.84 |
| Consumer Cyclical | 8.63 | 18.73 |
| Industrials | 6.48 | 21.26 |
| Consumer Defensive | 4.27 | 3.91 |
| Basic Materials | 5.79 | 0.2 |
| Healthcare | 9 | 4.49 |
| Financial Services | 23.33 | 17 |
| Real Estate | 0.32 | 0.09 |
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