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HSBC Equity Savings Fund vs Edelweiss Equity Savings Fund compare
Edelweiss Equity Savings Fund - Regular Plan - Growth Option
HSBC Equity Savings Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | Edelweiss Equity Savings Fund - Regular Plan - Growth Option | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Fund | Edelweiss Equity Savings Fund - Regular Plan - Growth Option | HSBC Equity Savings Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderately High |
| Asset Size (Cr) | ₹750 Cr | ₹671 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 13 Oct 2014 | 18 Oct 2011 |
| Category | Equity Savings | Equity Savings |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
| Turn Over | 87% | 75% |
| Expense Ratio | 1.6 | 1.51 |
| Manager | Dhawal Dalal | Mahesh A Chhabria |
| ISIN Code | INF843K01KG9 | INF917K01AA5 |
| Exits Load | Data not available./365 | HSBC Equity Savings Fund - Growth charges 0.5% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Edelweiss Equity Savings Fund - Regular Plan - Growth Option | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 1 Month | 1.36% | 3.41% |
| 6 Month | 7.85% | 12.7% |
| 1 Year | 6.73% | 5.38% |
| 3 Year | 10.87% | 13.52% |
| 5 Year | 10.86% | 13.86% |
SIP Return Analysis
| Scheme Name | Edelweiss Equity Savings Fund - Regular Plan - Growth Option | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 6 Month | 3.05% | 5.93% |
| 1 Year | 10.71% | 12.93% |
| 3 Year | 11.54% | 14.04% |
| 5 Year | 10.46% | 12.76% |
Rolling Lumpsum Returns
| Scheme Name | Edelweiss Equity Savings Fund - Regular Plan - Growth Option | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 1 Year | 8.7% | 8.03% |
| 3 Year | 8.9% | 9.53% |
| 5 Year | 9.05% | 8.45% |
Risk Management
| Scheme Name | Edelweiss Equity Savings Fund - Regular Plan - Growth Option | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 3.74% | 7.31% |
| Sharp | 1.04% | 0.84% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | Edelweiss Equity Savings Fund - Regular Plan - Growth Option | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Name | Dhawal Dalal | Mahesh A Chhabria |
| Total AUM | ₹25974 Cr | ₹15021 Cr |
| Funds Managed | 12 | 9 |
| Edelweiss Equity Savings Fund - Regular Plan - Growth Option | HSBC Equity Savings Fund - Regular Growth |
Market Cap
| Scheme Name |
Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Others | 42.26 | 38.05 |
| Large Cap | 40.35 | 38.37 |
| Mid Cap | 11.8 | 17.46 |
| Small Cap | 5.59 | 6.12 |
Sector Allocation
| Scheme Name |
Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Others | 37.57 | 32.02 |
| Energy | 7.34 | 1.94 |
| Utilities | 1.78 | 1.55 |
| Technology | 2.88 | 2.64 |
| Healthcare | 4.36 | 7.89 |
| Industrials | 4.85 | 10.18 |
| Basic Materials | 7.08 | 1.29 |
| Financial Services | 18.61 | 26.43 |
| Consumer Defensive | 1.95 | 3.1 |
| Consumer Cyclical | 6.32 | 11.01 |
| Real Estate | 1.53 | 0.05 |
| Communication Services | 5.73 | 1.9 |
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