HSBC Equity Savings Fund vs Edelweiss Equity Savings Fund compare

HSBC Equity Savings Fund vs Edelweiss Equity Savings Fund compare

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Edelweiss Equity Savings Fund - Regular Plan - Growth Option

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HSBC Equity Savings Fund - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹947 Cr	₹723 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	1.74%	1.57%
6 Month	5.98%	9.24%
1 Year	9.03%	6.89%
3 Year	11.42%	13.8%
5 Year	11.02%	13.67%

SIP Return Analysis

Scheme Name	Edelweiss Equity Savings Fund - Regular Plan - Growth Option	HSBC Equity Savings Fund - Regular Growth
6 Month	2.86%	3.87%
1 Year	11.55%	12.62%
3 Year	11.64%	13.41%
5 Year	10.61%	12.49%

Rolling Lumpsum Returns

Scheme Name	Edelweiss Equity Savings Fund - Regular Plan - Growth Option	HSBC Equity Savings Fund - Regular Growth
1 Year	8.65%	7.91%
3 Year	8.95%	9.59%
5 Year	9.11%	8.48%

Risk Management

Scheme Name	Edelweiss Equity Savings Fund - Regular Plan - Growth Option	HSBC Equity Savings Fund - Regular Growth
Standard Deviation	3.63%	7.29%
Sharp	1.19%	0.88%
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	39.96	38.94
Large Cap	38.37	36.57
Mid Cap	15.73	17.79
Small Cap	5.95	6.7

Sector Allocation

Scheme Name	Edelweiss Equity Savings Fund - Regular Plan - Growth Option	HSBC Equity Savings Fund - Regular Growth
Others	33.74	31.45
Energy	6.58	1.73
Utilities	1.98	1.38
Technology	3.57	5.12
Healthcare	4.23	7.72
Industrials	5.32	7.55
Basic Materials	11.22	2.8
Financial Services	20.47	25.49
Consumer Defensive	1.57	2.93
Consumer Cyclical	5.08	8.47
Real Estate	1.31	0.04
Communication Services	4.96	5.32

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