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HSBC Large Cap Fund vs Edelweiss Large Cap Fund compare

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tortoise-icon HSBC Large Cap Fund - Regular Growth

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tortoise-icon 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) ₹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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