HSBC Large Cap Fund vs Edelweiss Large Cap Fund compare

HSBC Large Cap Fund vs Edelweiss Large Cap Fund compare

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HSBC Large Cap Fund - Regular Growth

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Edelweiss Large Cap 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 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)	₹1849 Cr	₹1292 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	2.35%	2.81%
6 Month	13.94%	12.95%
1 Year	-3.04%	-2.93%
3 Year	14.72%	15.77%
5 Year	17.6%	18.21%

SIP Return Analysis

Scheme Name	HSBC Large Cap Fund - Regular Growth	Edelweiss Large Cap Fund - Regular Plan - Growth Option
6 Month	3.43%	2.53%
1 Year	7.4%	7.8%
3 Year	13.15%	13.18%
5 Year	13.23%	13.9%

Rolling Lumpsum Returns

Scheme Name	HSBC Large Cap Fund - Regular Growth	Edelweiss Large Cap Fund - Regular Plan - Growth Option
1 Year	15.34%	12.82%
3 Year	12.6%	13.46%
5 Year	12.44%	14.17%

Risk Management

Scheme Name	HSBC Large Cap Fund - Regular Growth	Edelweiss Large Cap Fund - Regular Plan - Growth Option
Standard Deviation	12.61%	12.16%
Sharp	0.53%	0.61%
Beta	0.96%	0.96%
Alpha	-	0.86%

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	9.57	8.9
Large Cap	81.39	75.37
Small Cap	2.3	0.6
Mid Cap	6.75	15.14

Sector Allocation

Scheme Name	HSBC Large Cap Fund - Regular Growth	Edelweiss Large Cap Fund - Regular Plan - Growth Option
Others	6.15	6.09
Energy	4.89	7.71
Industrials	9.43	8.8
Technology	9.06	6.94
Consumer Cyclical	14.99	10.49
Basic Materials	2.32	5.34
Financial Services	34.48	31.46
Healthcare	7.17	10.28
Consumer Defensive	4.98	6.74
Utilities	2.89	2.89
Communication Services	3.62	3.26

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