Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Link copied to clipboard!

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

Invest Now

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

Invest Now

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) ₹19 Cr ₹166 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹1000 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 24 Feb 2014 07 Aug 2013
Category International International
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 5.37% 3.59%
6 Month 17.4% 0.02%
1 Year 22.97% 10.56%
3 Year 14.04% 11.94%
5 Year 9.72% 14.72%

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 13.19% 5.28%
1 Year 31.51% 9.28%
3 Year 19.81% 12.77%
5 Year 12.31% 12%

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 8.62% 8.85%
3 Year 8.04% 9.63%
5 Year 7.57% 11.24%

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 15.41% 14.32%
Sharp 0.41% 0.49%
Beta - 0.77%
Alpha - -4.88%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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

Top Comparisons

Templeton India Value Fund - Growth Plan Templeton India Value Fund - Growth Plan

3Y Returns20.14%

VS

ICICI Prudential Value Fund - Growth ICICI Prudential Value Fund - Growth

3Y Returns22.48%

Compare Now

Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth Option Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth Option

3Y Returns12.1%

VS

ICICI Prudential Global Stable Equity Fund (FOF) - Growth ICICI Prudential Global Stable Equity Fund (FOF) - Growth

3Y Returns10.09%

Compare Now

Invesco India Largecap Fund - Growth Invesco India Largecap Fund - Growth

3Y Returns17.19%

VS

Edelweiss Large Cap Fund - Regular Plan - Growth Option Edelweiss Large Cap Fund - Regular Plan - Growth Option

3Y Returns16.01%

Compare Now

Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option

3Y Returns13.51%

VS

ICICI Prudential Balanced Advantage Fund - Growth ICICI Prudential Balanced Advantage Fund - Growth

3Y Returns13.35%

Compare Now
Add to Cart Successfully