HSBC Large Cap Fund vs Edelweiss Large Cap Fund compare
HSBC Large Cap Fund - Regular Growth
Edelweiss Large Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | HSBC Large Cap Fund - Regular Growth | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | HSBC Large Cap Fund - Regular Growth | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1919 Cr | ₹1445 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 10 Dec 2002 | 20 May 2009 |
| Category | Large Cap | Large Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 100 TRI | NIFTY 100 TRI |
| Turn Over | 63% | 79% |
| Expense Ratio | 2.13 | 2.16 |
| Manager | Gautam Bhupal | Bhavesh Jain |
| ISIN Code | INF336L01016 | INF754K01046 |
| Exits Load | HSBC Large Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Edelweiss Large Cap Fund - 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 Large Cap Fund - Regular Growth | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 1.82% | 0.73% |
| 6 Month | 5.2% | 2.85% |
| 1 Year | 6.23% | 8% |
| 3 Year | 16.32% | 16.32% |
| 5 Year | 13.6% | 14.4% |
SIP Return Analysis
| Scheme Name | HSBC Large Cap Fund - Regular Growth | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 4.94% | 4.2% |
| 1 Year | 17.34% | 14.97% |
| 3 Year | 13.49% | 12.92% |
| 5 Year | 13.41% | 13.67% |
Rolling Lumpsum Returns
| Scheme Name | HSBC Large Cap Fund - Regular Growth | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 14.68% | 12.18% |
| 3 Year | 12.75% | 13.64% |
| 5 Year | 12.63% | 14.28% |
Risk Management
| Scheme Name | HSBC Large Cap Fund - Regular Growth | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.72% | 11.77% |
| Sharp | 0.67% | 0.73% |
| Beta | 0.94% | 0.94% |
| Alpha | 0.58% | 1.1% |
Fund Managers
| Scheme Name | HSBC Large Cap Fund - Regular Growth | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Gautam Bhupal | Bhavesh Jain |
| Total AUM | ₹25949 Cr | ₹0 Cr |
| Funds Managed | 13 | 22 |
| HSBC Large Cap Fund - Regular Growth | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
HSBC Large Cap Fund - Regular Growth |
Edelweiss Large Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 7.43 | 7.66 |
| Large Cap | 84.11 | 80.21 |
| Small Cap | 2.22 | 1.36 |
| Mid Cap | 6.24 | 14.02 |
Sector Allocation
| Scheme Name |
HSBC Large Cap Fund - Regular Growth |
Edelweiss Large Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 3.44 | 7.66 |
| Energy | 6.53 | - |
| Industrials | 10.36 | - |
| Technology | 9.98 | - |
| Consumer Cyclical | 15.41 | - |
| Consumer Defensive | 7.11 | - |
| Financial Services | 33.97 | - |
| Healthcare | 6.44 | - |
| Communication Services | 3.83 | - |
| Basic Materials | 1.81 | - |
| Utilities | 1.11 | - |
| Petroleum Products | - | 6.62 |
| IT - Software | - | 6.09 |
| Personal Products | - | 0.48 |
| Construction | - | 4.23 |
| Consumer Durables | - | 2.59 |
| Healthcare Services | - | 2.64 |
| Banks | - | 26.48 |
| Diversified FMCG | - | 3.2 |
| Non - Ferrous Metals | - | 1.11 |
| Pharmaceuticals & Biotechnology | - | 5.96 |
| Financial Technology (Fintech) | - | 0.33 |
| Automobiles | - | 9.16 |
| Ferrous Metals | - | 0.91 |
| Retailing | - | 1.3 |
| Telecom - Services | - | 3.68 |
| Insurance | - | 2.45 |
| Agricultural Food & other Products | - | 1.46 |
| Electrical Equipment | - | 0.91 |
| Food Products | - | 0.72 |
| Aerospace & Defense | - | 0.66 |
| Finance | - | 4.68 |
| Industrial Products | - | 1.35 |
| Chemicals & Petrochemicals | - | 0.74 |
| Auto Components | - | 2.3 |
| Leisure Services | - | 0.59 |
| Cement & Cement Products | - | 1.7 |
| Transport Services | - | 1.04 |
| Power | - | 2.21 |
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