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HSBC Aggressive Hybrid Fund vs Edelweiss Aggressive Hybrid Fund compare

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tortoise-icon Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option

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tortoise-icon HSBC Aggressive Hybrid 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 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) ₹3413 Cr ₹5650 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 0.25% -0.58%
6 Month 3.01% 3.25%
1 Year 6.27% 1.57%
3 Year 17.62% 16.59%
5 Year 16.92% 13.37%

SIP Return Analysis

Scheme Name Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option HSBC Aggressive Hybrid Fund - Regular Growth
6 Month 0.25% -1.03%
1 Year 7.72% 9.45%
3 Year 13.49% 12.34%
5 Year 14.91% 12.57%

Rolling Lumpsum Returns

Scheme Name Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option HSBC Aggressive Hybrid Fund - Regular Growth
1 Year 9.86% 10.91%
3 Year 13.4% 13.59%
5 Year 12.1% 12.98%

Risk Management

Scheme Name Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option HSBC Aggressive Hybrid Fund - Regular Growth
Standard Deviation 9.65% 12.20%
Sharp 0.94% 0.70%
Beta 1.08% 1.22%
Alpha 2.94% 1.59%

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 29.1 29.89
Large Cap 47.01 39.77
Mid Cap 14.77 14.26
Small Cap 9.12 16.08

Sector Allocation

Scheme Name

Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option

HSBC Aggressive Hybrid Fund - Regular Growth

Others 23.18 25.89
Communication Services 4.59 1.16
Energy 4.15 0.62
Utilities 2.75 0.93
Technology 6.27 6.07
Consumer Cyclical 10.44 17.82
Industrials 5.69 16.6
Consumer Defensive 3.57 3.87
Basic Materials 5.6 -
Healthcare 7.69 6.73
Financial Services 25.18 20.3
Real Estate 0.89 -

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