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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) | ₹1028 Cr | ₹787 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 | -0.09% | -1.78% |
| 6 Month | 4.62% | 5.27% |
| 1 Year | 8.17% | -0.35% |
| 3 Year | 11.11% | 13.32% |
| 5 Year | 9.87% | 11.68% |
SIP Return Analysis
| Scheme Name | Edelweiss Equity Savings Fund - Regular Plan - Growth Option | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.76% | 1.27% |
| 1 Year | 9.94% | 10.87% |
| 3 Year | 10.82% | 11.77% |
| 5 Year | 10.13% | 11.55% |
Rolling Lumpsum Returns
| Scheme Name | Edelweiss Equity Savings Fund - Regular Plan - Growth Option | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 1 Year | 8.62% | 7.81% |
| 3 Year | 9.02% | 9.76% |
| 5 Year | 9.16% | 8.55% |
Risk Management
| Scheme Name | Edelweiss Equity Savings Fund - Regular Plan - Growth Option | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 3.62% | 7.28% |
| Sharp | 1.08% | 0.90% |
| 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 | 36.42 | 38.15 |
| Large Cap | 41.23 | 41.33 |
| Mid Cap | 16.8 | 14.77 |
| Small Cap | 5.55 | 5.75 |
Sector Allocation
| Scheme Name |
Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Others | 33.08 | 29.88 |
| Energy | 6.16 | 1.82 |
| Utilities | 1.42 | 1.18 |
| Technology | 4.83 | 4.97 |
| Consumer Cyclical | 5.42 | 8.97 |
| Healthcare | 3.43 | 5.28 |
| Industrials | 4.56 | 11.22 |
| Basic Materials | 10.77 | 1.41 |
| Financial Services | 21.93 | 26.52 |
| Consumer Defensive | 1.71 | 3.28 |
| Real Estate | 0.84 | - |
| Communication Services | 5.86 | 5.47 |
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