HSBC Flexi Cap Fund vs Edelweiss Flexi Cap Fund compare
HSBC Flexi Cap Fund - Regular Growth
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | HSBC Flexi Cap Fund - Regular Growth | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
---|---|---|
Fund | HSBC Flexi Cap Fund - Regular Growth | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹5049 Cr | ₹2842 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 24 Feb 2004 | 03 Feb 2015 |
Category | Flexi Cap | Flexi Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 27% | 49% |
Expense Ratio | 1.93 | 1.96 |
Manager | Venugopal Manghat | Trideep Bhattacharya |
ISIN Code | INF336L01AF5 | INF843K01KN5 |
Exits Load | HSBC Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Edelweiss Flexi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | HSBC Flexi Cap Fund - Regular Growth | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 0.26% | 1.26% |
6 Month | 12.22% | 10.66% |
1 Year | 0.94% | 0.2% |
3 Year | 20.7% | 19.37% |
5 Year | 21.03% | 21.69% |
SIP Return Analysis
Scheme Name | HSBC Flexi Cap Fund - Regular Growth | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 2.44% | 3.54% |
1 Year | 13.14% | 13.45% |
3 Year | 18.08% | 17.52% |
5 Year | 17.47% | 17.37% |
Rolling Lumpsum Returns
Scheme Name | HSBC Flexi Cap Fund - Regular Growth | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 14.77% | 12.27% |
3 Year | 13.32% | 15.42% |
5 Year | 14.1% | 15.05% |
Risk Management
Scheme Name | HSBC Flexi Cap Fund - Regular Growth | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 13.97% | 13.35% |
Sharp | 0.91% | 0.84% |
Beta | 1.01% | 0.99% |
Alpha | 3.32% | 2.04% |
Fund Managers
Scheme Name | HSBC Flexi Cap Fund - Regular Growth | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
---|---|---|
Name | Venugopal Manghat | Trideep Bhattacharya |
Total AUM | ₹41442 Cr | ₹0 Cr |
Funds Managed | 7 | 9 |
HSBC Flexi Cap Fund - Regular Growth | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
HSBC Flexi Cap Fund - Regular Growth |
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 7.02 | 7.72 |
Large Cap | 52.87 | 58.36 |
Small Cap | 21.8 | 8.9 |
Mid Cap | 18.31 | 25.03 |
Sector Allocation
Scheme Name |
HSBC Flexi Cap Fund - Regular Growth |
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 1.85 | 3.01 |
Energy | 4.08 | 4.36 |
Industrials | 13.04 | 11.49 |
Technology | 14.06 | 10.37 |
Consumer Cyclical | 14.28 | 14.09 |
Consumer Defensive | 5.83 | 6.51 |
Basic Materials | 8.66 | 6.18 |
Financial Services | 26.17 | 29.41 |
Healthcare | 4.94 | 7.34 |
Real Estate | 1.87 | 1.93 |
Utilities | 2.09 | 2.84 |
Communication Services | 3.12 | 2.46 |
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