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HSBC Asia Pacific (Ex Japan) Dividend Yield Fund - Growth

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Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	HSBC Asia Pacific (Ex Japan) Dividend Yield Fund - Growth	Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option
Fund	HSBC Asia Pacific (Ex Japan) Dividend Yield Fund - Growth	Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option
Investment Plan	Dividend	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹57 Cr	₹182 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹1000	₹100
Min Addl Investment	₹1000	₹100
Launch Date	24 Feb 2014	07 Aug 2013
Category	Gold	Gold
Fund Type	Open Ended	Open Ended
Benchmark	BSE India Bond Index	BSE India Bond Index
Turn Over	28%	18%
Expense Ratio	2.03	2.33
Manager	Sonal Gupta	Bhavesh Jain
ISIN Code	INF336L01HC7	INF843K01ED9
Exits Load	HSBC Asia Pacific (Ex Japan) Dividend Yield Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name	HSBC Asia Pacific (Ex Japan) Dividend Yield Fund - Growth	Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option
1 Month	0.1%	-0.39%
6 Month	29.65%	14.17%
1 Year	25.29%	5.71%
3 Year	22.11%	11.93%
5 Year	11.54%	14.48%

SIP Return Analysis

Scheme Name	HSBC Asia Pacific (Ex Japan) Dividend Yield Fund - Growth	Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option
6 Month	10.3%	4.8%
1 Year	48.32%	15.03%
3 Year	24.64%	13.42%
5 Year	15.72%	11.91%

Rolling Lumpsum Returns

Scheme Name	HSBC Asia Pacific (Ex Japan) Dividend Yield Fund - Growth	Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option
1 Year	9.23%	9.08%
3 Year	8.24%	9.77%
5 Year	7.73%	11.4%

Risk Management

Scheme Name	HSBC Asia Pacific (Ex Japan) Dividend Yield Fund - Growth	Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option
Standard Deviation	14.21%	12.43%
Sharp	1.14%	0.44%
Beta	-	0.77%
Alpha	-	-7.59%

Fund Managers

Scheme Name	HSBC Asia Pacific (Ex Japan) Dividend Yield Fund - Growth	Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option
Name	Sonal Gupta	Bhavesh Jain
Total AUM	₹48923 Cr	₹0 Cr
Funds Managed	15	22
	HSBC Asia Pacific (Ex Japan) Dividend Yield Fund - Growth	Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option

Market Cap

Scheme Name	HSBC Asia Pacific (Ex Japan) Dividend Yield Fund - Growth	Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option
Others	100	100

Sector Allocation

Scheme Name	HSBC Asia Pacific (Ex Japan) Dividend Yield Fund - Growth	Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option
Others	100	100

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