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) | ₹670 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 | 0.59% | 0.12% |
6 Month | 5.7% | 4.12% |
1 Year | 7.7% | 2.12% |
3 Year | 11.38% | 12.67% |
5 Year | 10.78% | 13.5% |
SIP Return Analysis
Scheme Name | Edelweiss Equity Savings Fund - Regular Plan - Growth Option | HSBC Equity Savings Fund - Regular Growth |
---|---|---|
6 Month | 3.21% | 4.09% |
1 Year | 9.21% | 4.81% |
3 Year | 11.56% | 12.37% |
5 Year | 10.53% | 11.92% |
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 | 37.49 | 33.9 |
Large Cap | 45.42 | 41.07 |
Mid Cap | 11.03 | 17.72 |
Small Cap | 6.07 | 7.32 |
Sector Allocation
Scheme Name |
Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
HSBC Equity Savings Fund - Regular Growth |
---|---|---|
Others | 33.13 | 31.57 |
Basic Materials | 9.52 | 1.35 |
Energy | 8.83 | 2.11 |
Utilities | 1.7 | 1.64 |
Technology | 4 | 2.16 |
Healthcare | 3.89 | 5.13 |
Industrials | 6.03 | 8.18 |
Financial Services | 18.41 | 28.35 |
Consumer Defensive | 2.11 | 3.67 |
Consumer Cyclical | 6.25 | 13.76 |
Real Estate | 0.4 | 0.04 |
Communication Services | 5.74 | 2.01 |
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