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) | ₹1832 Cr | ₹1337 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 | 1.03% | 1% |
| 6 Month | 5.55% | 5% |
| 1 Year | 0.24% | 1.03% |
| 3 Year | 13.84% | 14.67% |
| 5 Year | 15.82% | 16.89% |
SIP Return Analysis
| Scheme Name | HSBC Large Cap Fund - Regular Growth | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 3.74% | 3.42% |
| 1 Year | 11.46% | 12.29% |
| 3 Year | 13.08% | 13.22% |
| 5 Year | 13.16% | 13.87% |
Rolling Lumpsum Returns
| Scheme Name | HSBC Large Cap Fund - Regular Growth | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 15.07% | 12.53% |
| 3 Year | 12.65% | 13.5% |
| 5 Year | 12.52% | 14.21% |
Risk Management
| Scheme Name | HSBC Large Cap Fund - Regular Growth | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.17% | 11.82% |
| Sharp | 0.62% | 0.71% |
| Beta | 0.95% | 0.95% |
| Alpha | -0.37% | 0.44% |
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 | 5.5 | 6.85 |
| Large Cap | 85.25 | 79.19 |
| Small Cap | 2.56 | 0.99 |
| Mid Cap | 6.7 | 12.96 |
Sector Allocation
| Scheme Name |
HSBC Large Cap Fund - Regular Growth |
Edelweiss Large Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 2.32 | 3.01 |
| Energy | 5.94 | 7.01 |
| Industrials | 11.92 | 9.11 |
| Technology | 9.84 | 7.5 |
| Consumer Cyclical | 16.81 | 12.41 |
| Financial Services | 33.53 | 32.47 |
| Healthcare | 7.07 | 9.24 |
| Consumer Defensive | 4.31 | 6.13 |
| Communication Services | 3.61 | 3.1 |
| Basic Materials | 2.42 | 6.28 |
| Utilities | 2.24 | 3.74 |
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