HSBC Banking and PSU Debt Fund vs Edelweiss Banking and PSU Debt Fund compare
HSBC Banking and PSU Debt Fund - Regular Growth
Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | HSBC Banking and PSU Debt Fund - Regular Growth | Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | HSBC Banking and PSU Debt Fund - Regular Growth | Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Low to Moderate | Low to Moderate |
| Asset Size (Cr) | ₹4425 Cr | ₹299 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹1000 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 12 Sep 2012 | 13 Sep 2013 |
| Category | Banking and PSU | Banking and PSU |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Banking and PSU Debt Index | NIFTY Banking and PSU Debt Total Return Index |
| Turn Over | 15% | 27% |
| Expense Ratio | 0.61 | 0.7 |
| Manager | Jalpan Shah | Dhawal Dalal |
| ISIN Code | INF677K01AE7 | INF843K01FK1 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | HSBC Banking and PSU Debt Fund - Regular Growth | Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.51% | 0.47% |
| 6 Month | 2.58% | 1.98% |
| 1 Year | 7.97% | 7.39% |
| 3 Year | 7.17% | 7.43% |
| 5 Year | 5.2% | 5.89% |
SIP Return Analysis
| Scheme Name | HSBC Banking and PSU Debt Fund - Regular Growth | Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.48% | 1.31% |
| 1 Year | 7.1% | 6.51% |
| 3 Year | 7.48% | 7.61% |
| 5 Year | 6.48% | 6.93% |
Rolling Lumpsum Returns
| Scheme Name | HSBC Banking and PSU Debt Fund - Regular Growth | Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.18% | 7.75% |
| 3 Year | 6.94% | 7.58% |
| 5 Year | 6.16% | 7.87% |
Risk Management
| Scheme Name | HSBC Banking and PSU Debt Fund - Regular Growth | Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 1.07% | 1.60% |
| Sharp | 0.54% | 0.61% |
| Beta | 0.97% | 1.43% |
| Alpha | -0.16% | -0.13% |
Fund Managers
| Scheme Name | HSBC Banking and PSU Debt Fund - Regular Growth | Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Jalpan Shah | Dhawal Dalal |
| Total AUM | ₹16521 Cr | ₹25974 Cr |
| Funds Managed | 6 | 12 |
| HSBC Banking and PSU Debt Fund - Regular Growth | Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
HSBC Banking and PSU Debt Fund - Regular Growth |
Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
HSBC Banking and PSU Debt Fund - Regular Growth |
Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Top Comparisons
Bandhan Small Cap Fund Regular Growth
3Y Returns28.53%
Quant Small Cap Fund Regular Growth
3Y Returns20.33%
Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option
3Y Returns17.57%
HSBC Aggressive Hybrid Active FOF - Growth
3Y Returns13.42%
ICICI Prudential Banking and Financial Services Fund - Growth
3Y Returns14.84%
Invesco India Financial Services Fund - Retail Growth
3Y Returns19.9%
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
3Y Returns18.38%
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
3Y Returns15.83%