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) | ₹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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