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HSBC Small Cap Fund vs Edelweiss Small Cap Fund compare
Edelweiss Small Cap Fund - Regular Plan - Growth
HSBC Small Cap Fund Regular Growth
Chart Comparison
Overview
| Scheme Name | Edelweiss Small Cap Fund - Regular Plan - Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Fund | Edelweiss Small Cap Fund - Regular Plan - Growth | HSBC Small Cap Fund Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹4921 Cr | ₹16536 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 07 Feb 2019 | 12 May 2014 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Smallcap 250 TRI | BSE 250 SmallCap TRI |
| Turn Over | 18% | 15% |
| Expense Ratio | 1.84 | 1.67 |
| Manager | Trideep Bhattacharya | Venugopal Manghat |
| ISIN Code | INF754K01JJ4 | INF917K01QC7 |
| Exits Load | Edelweiss Small Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | HSBC Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Edelweiss Small Cap Fund - Regular Plan - Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 1 Month | 3.07% | 3.58% |
| 6 Month | 20.61% | 18.41% |
| 1 Year | -2.53% | -8.57% |
| 3 Year | 18.97% | 18.55% |
| 5 Year | 29.52% | 30.55% |
SIP Return Analysis
| Scheme Name | Edelweiss Small Cap Fund - Regular Plan - Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | 4.53% | 3.74% |
| 1 Year | 10.51% | 5.14% |
| 3 Year | 18.26% | 15.77% |
| 5 Year | 20.97% | 20.76% |
Rolling Lumpsum Returns
| Scheme Name | Edelweiss Small Cap Fund - Regular Plan - Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 27.09% | 16.64% |
| 3 Year | 28.8% | 22.95% |
| 5 Year | 32.52% | 16.64% |
Risk Management
| Scheme Name | Edelweiss Small Cap Fund - Regular Plan - Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 15.90% | 18.19% |
| Sharp | 0.78% | 0.68% |
| Beta | 0.80% | 0.91% |
| Alpha | -0.11% | -1.90% |
Fund Managers
| Scheme Name | Edelweiss Small Cap Fund - Regular Plan - Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Name | Trideep Bhattacharya | Venugopal Manghat |
| Total AUM | ₹0 Cr | ₹41442 Cr |
| Funds Managed | 9 | 7 |
| Edelweiss Small Cap Fund - Regular Plan - Growth | HSBC Small Cap Fund Regular Growth |
Market Cap
| Scheme Name |
Edelweiss Small Cap Fund - Regular Plan - Growth |
HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Others | 2.98 | 3.42 |
| Small Cap | 72.62 | 72.11 |
| Mid Cap | 24.4 | 22.31 |
| Large Cap | - | 2.16 |
Sector Allocation
| Scheme Name |
Edelweiss Small Cap Fund - Regular Plan - Growth |
HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Others | 2.87 | 3.42 |
| Utilities | 0.89 | - |
| Consumer Defensive | 5.17 | 4.31 |
| Consumer Cyclical | 19.88 | 15.6 |
| Technology | 7.78 | 8.65 |
| Healthcare | 10.62 | 7.18 |
| Financial Services | 17.79 | 16.18 |
| Basic Materials | 16.47 | 11.06 |
| Industrials | 16.64 | 28.92 |
| Energy | 0.68 | 0.9 |
| Real Estate | 1.21 | 3.79 |
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