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) | ₹5075 Cr | ₹2768 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 | -2.34% | -0.9% |
6 Month | 17.33% | 13.46% |
1 Year | -3.37% | -4.62% |
3 Year | 19.23% | 17.76% |
5 Year | 20.22% | 20.57% |
SIP Return Analysis
Scheme Name | HSBC Flexi Cap Fund - Regular Growth | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 1.41% | 0.94% |
1 Year | 3.47% | 1.81% |
3 Year | 16.74% | 15.54% |
5 Year | 16.87% | 16.58% |
Rolling Lumpsum Returns
Scheme Name | HSBC Flexi Cap Fund - Regular Growth | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 15.03% | 12.79% |
3 Year | 13.18% | 15.26% |
5 Year | 14.01% | 14.89% |
Risk Management
Scheme Name | HSBC Flexi Cap Fund - Regular Growth | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 14.07% | 13.58% |
Sharp | 0.93% | 0.86% |
Beta | 0.99% | 0.98% |
Alpha | 3.15% | 1.76% |
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 | 6.24 | 7.31 |
Large Cap | 52.36 | 61.51 |
Small Cap | 22.27 | 8.13 |
Mid Cap | 19.13 | 23.05 |
Sector Allocation
Scheme Name |
HSBC Flexi Cap Fund - Regular Growth |
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 1.51 | 2.1 |
Energy | 4.37 | 5.21 |
Industrials | 14.51 | 11.72 |
Technology | 11.87 | 11.3 |
Consumer Cyclical | 13.9 | 12.48 |
Consumer Defensive | 5.05 | 6.11 |
Basic Materials | 8.39 | 5.8 |
Financial Services | 27.84 | 29.86 |
Healthcare | 4.83 | 7.95 |
Real Estate | 2.12 | 2.03 |
Utilities | 2.43 | 2.87 |
Communication Services | 3.19 | 2.57 |
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