HSBC Large & Mid Cap Fund vs Edelweiss Large & Mid Cap Fund compare
HSBC Large & Mid Cap Fund - Regular Growth
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Fund | HSBC Large & Mid Cap Fund - Regular Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹4314 Cr | ₹4063 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 03 Apr 2019 | 14 Jun 2007 |
Category | Large and Mid Cap | Large and Mid Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Large Midcap 250 TRI | NIFTY Large Midcap 250 TRI |
Turn Over | 68% | 30% |
Expense Ratio | 1.91 | 1.87 |
Manager | Cheenu Gupta | Trideep Bhattacharya |
ISIN Code | INF336L01NY9 | INF843K01047 |
Exits Load | HSBC Large & Midcap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Edelweiss Large and Mid Cap Fund - Regular Plan - 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 & Mid Cap Fund - Regular Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 1.99% | -0.59% |
6 Month | 16.09% | 12.15% |
1 Year | -0.73% | 1.3% |
3 Year | 19.63% | 17.29% |
5 Year | 22.37% | 21.71% |
SIP Return Analysis
Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 6.46% | 3.51% |
1 Year | 4.66% | 3.57% |
3 Year | 18.05% | 15.98% |
5 Year | 17.77% | 16.75% |
Rolling Lumpsum Returns
Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 18.59% | 11.94% |
3 Year | 19.45% | 13.85% |
5 Year | 22.51% | 14.2% |
Risk Management
Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 15.88% | 13.75% |
Sharp | 0.82% | 0.82% |
Beta | 0.97% | 0.98% |
Alpha | 3.94% | 2.21% |
Fund Managers
Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Name | Cheenu Gupta | Trideep Bhattacharya |
Total AUM | ₹0 Cr | ₹0 Cr |
Funds Managed | 9 | 9 |
HSBC Large & Mid Cap Fund - Regular Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
HSBC Large & Mid Cap Fund - Regular Growth |
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 7.39 | 5.86 |
Large Cap | 44.12 | 44.8 |
Small Cap | 9.84 | 12.37 |
Mid Cap | 38.64 | 36.98 |
Sector Allocation
Scheme Name |
HSBC Large & Mid Cap Fund - Regular Growth |
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 1.95 | 3.06 |
Energy | 0.02 | 4.73 |
Industrials | 22.34 | 13.07 |
Technology | 8.33 | 11.27 |
Financial Services | 30.09 | 27.9 |
Consumer Cyclical | 18.57 | 11.71 |
Healthcare | 9.39 | 9.15 |
Basic Materials | 2.13 | 10.86 |
Utilities | 2 | 1.82 |
Consumer Defensive | 1.71 | 2.11 |
Real Estate | 0.09 | 1.87 |
Communication Services | 3.38 | 2.45 |
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