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) | ₹639 Cr | ₹649 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 | 1.22% | 0.76% |
6 Month | 4.86% | -0.85% |
1 Year | 8.48% | 2.38% |
3 Year | 12.02% | 13.13% |
5 Year | 11.11% | 13.85% |
SIP Return Analysis
Scheme Name | Edelweiss Equity Savings Fund - Regular Plan - Growth Option | HSBC Equity Savings Fund - Regular Growth |
---|---|---|
6 Month | 4.07% | 4.38% |
1 Year | 10.25% | 4.15% |
3 Year | 11.83% | 12.26% |
5 Year | 10.64% | 11.81% |
Rolling Lumpsum Returns
Scheme Name | Edelweiss Equity Savings Fund - Regular Plan - Growth Option | HSBC Equity Savings Fund - Regular Growth |
---|---|---|
1 Year | 8.74% | 8.13% |
3 Year | 8.85% | 9.47% |
5 Year | 8.96% | 8.41% |
Risk Management
Scheme Name | Edelweiss Equity Savings Fund - Regular Plan - Growth Option | HSBC Equity Savings Fund - Regular Growth |
---|---|---|
Standard Deviation | 3.88% | 7.32% |
Sharp | 1.31% | 0.92% |
Beta | - | - |
Alpha | - | - |
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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 | 36.56 | 31.72 |
Large Cap | 48.39 | 46.75 |
Mid Cap | 8.86 | 14.13 |
Small Cap | 6.19 | 7.41 |
Sector Allocation
Scheme Name |
Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
HSBC Equity Savings Fund - Regular Growth |
---|---|---|
Others | 33.68 | 31.19 |
Basic Materials | 9.91 | 1.48 |
Energy | 9.18 | 1.98 |
Utilities | 2.19 | 1.98 |
Technology | 3.38 | 1.99 |
Healthcare | 3.81 | 4.81 |
Industrials | 6.32 | 8.67 |
Financial Services | 18.57 | 31.16 |
Consumer Defensive | 2.76 | 3.55 |
Consumer Cyclical | 5.38 | 11.21 |
Real Estate | 0.4 | 0.04 |
Communication Services | 4.41 | 1.92 |
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