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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) ₹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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