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HSBC Global Equity Climate Change Fund of Fund - Regular - Growth

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Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option

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Chart Comparison

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

Overview

Scheme Name	HSBC Global Equity Climate Change Fund of Fund - Regular - Growth	Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option
Fund	HSBC Global Equity Climate Change Fund of Fund - Regular - Growth	Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹53 Cr	₹182 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹1000	₹100
Min Addl Investment	₹1000	₹100
Launch Date	17 Mar 2021	07 Aug 2013
Category	International	International
Fund Type	Open Ended	Open Ended
Benchmark	BSE India Bond Index	BSE India Bond Index
Turn Over	70%	18%
Expense Ratio	2.09	2.33
Manager	Kapil Punjabi	Bhavesh Jain
ISIN Code	INF336L01PY4	INF843K01ED9
Exits Load	HSBC Global Equity Climate Change Fund of Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	Edelweiss US Value Equity Offshore 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 Global Equity Climate Change Fund of Fund - Regular - Growth	Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option
1 Month	3.56%	0.24%
6 Month	18.31%	15.85%
1 Year	11.36%	9.02%
3 Year	12.1%	12.42%
5 Year	-	15.43%

SIP Return Analysis

Scheme Name	HSBC Global Equity Climate Change Fund of Fund - Regular - Growth	Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option
6 Month	4.62%	4.93%
1 Year	19.29%	12.02%
3 Year	11.59%	13.12%
5 Year	-	11.9%

Rolling Lumpsum Returns

Scheme Name	HSBC Global Equity Climate Change Fund of Fund - Regular - Growth	Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option
1 Year	4.65%	9.08%
3 Year	0.64%	9.77%
5 Year	-	11.4%

Risk Management

Scheme Name	HSBC Global Equity Climate Change Fund of Fund - Regular - Growth	Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option
Standard Deviation	14.27%	13.44%
Sharp	0.50%	0.65%
Beta	-	0.81%
Alpha	-	-6.98%

Fund Managers

Scheme Name	HSBC Global Equity Climate Change Fund of Fund - Regular - Growth	Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option
Name	Kapil Punjabi	Bhavesh Jain
Total AUM	₹23996 Cr	₹0 Cr
Funds Managed	9	22
	HSBC Global Equity Climate Change Fund of Fund - Regular - Growth	Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option

Market Cap

Scheme Name	HSBC Global Equity Climate Change Fund of Fund - Regular - Growth	Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option
Others	100	100

Sector Allocation

Scheme Name	HSBC Global Equity Climate Change Fund of Fund - Regular - Growth	Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option
Others	100	100

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