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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)	₹52 Cr	₹188 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	6.06%	7.09%
6 Month	6.69%	14.36%
1 Year	14.08%	17.33%
3 Year	9.68%	13.5%
5 Year	-	14.05%

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	0.52%	6%
1 Year	12.4%	22.31%
3 Year	9.78%	16.07%
5 Year	-	13.44%

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%	9.13%
3 Year	0.64%	9.91%
5 Year	-	11.48%

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	13.71%	12.48%
Sharp	0.22%	0.46%
Beta	-	0.76%
Alpha	-	-6.50%

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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