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) | ₹4676 Cr | ₹263 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 | 0.01% | -0.23% |
6 Month | 4.47% | 4.44% |
1 Year | 7.86% | 7.87% |
3 Year | 6.81% | 7.19% |
5 Year | 5.37% | 6.28% |
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 | 1.25% | 0.86% |
1 Year | 7.51% | 6.91% |
3 Year | 7.43% | 7.66% |
5 Year | 6.21% | 6.75% |
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 | 7.12% | 7.73% |
3 Year | 6.93% | 7.58% |
5 Year | 6.18% | 7.9% |
Risk Management
Scheme Name | HSBC Banking and PSU Debt Fund - Regular Growth | Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 1.19% | 1.75% |
Sharp | 0.26% | 0.52% |
Beta | 1.45% | 2.10% |
Alpha | -1.00% | -0.98% |
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
UTI Corporate Bond Fund - Regular Plan - Growth Option
3Y Returns7.36%
HSBC Corporate Bond Fund - Regular Growth
3Y Returns7.28%
WhiteOak Capital Multi Asset Allocation Fund-Reg (G)
3Y Returns0%
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
3Y Returns18.74%
Invesco India - Invesco Pan European Equity Fund of Fund - Regular Plan - Growth Option
3Y Returns19.75%
Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option
3Y Returns12.61%
Invesco India Corporate Bond Fund - Growth
3Y Returns7.27%
Aditya Birla Sun Life Corporate Bond Fund - Growth - Regular Plan
3Y Returns7.56%