- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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 | ₹15886 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 | -1.69% | -1.85% |
| 6 Month | 13.71% | 13.57% |
| 1 Year | -6.21% | -11.36% |
| 3 Year | 19.91% | 19.56% |
| 5 Year | 28.31% | 29.61% |
SIP Return Analysis
| Scheme Name | Edelweiss Small Cap Fund - Regular Plan - Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | 1.1% | 0.16% |
| 1 Year | 8.41% | 4.15% |
| 3 Year | 16.17% | 13.68% |
| 5 Year | 19.4% | 19.14% |
Rolling Lumpsum Returns
| Scheme Name | Edelweiss Small Cap Fund - Regular Plan - Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 26.11% | 15.99% |
| 3 Year | 28.51% | 22.74% |
| 5 Year | 32.22% | 16.77% |
Risk Management
| Scheme Name | Edelweiss Small Cap Fund - Regular Plan - Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 15.87% | 18.17% |
| Sharp | 0.81% | 0.69% |
| Beta | 0.80% | 0.91% |
| Alpha | -0.32% | -2.37% |
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 | 3.21 | 4.28 |
| Small Cap | 71.89 | 73.48 |
| Mid Cap | 24.9 | 20.58 |
| Large Cap | - | 1.66 |
Sector Allocation
| Scheme Name |
Edelweiss Small Cap Fund - Regular Plan - Growth |
HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Others | 3.1 | 3.61 |
| Utilities | 1.03 | - |
| Consumer Defensive | 5.95 | 5.1 |
| Consumer Cyclical | 21.24 | 15.03 |
| Technology | 8.21 | 10.03 |
| Healthcare | 10.65 | 7.67 |
| Financial Services | 17.07 | 15.38 |
| Basic Materials | 15.73 | 10.87 |
| Industrials | 15.29 | 27.9 |
| Energy | 0.62 | 0.77 |
| Real Estate | 1.13 | 3.65 |
Top Comparisons
Nippon India Low Duration Fund- Growth Plan - Growth Option
3Y Returns7.21%
Aditya Birla Sun Life Low Duration Fund - Growth Plan
3Y Returns7.01%
HDFC Low Duration Fund - Growth
3Y Returns7.28%
SBI Magnum Low Duration Fund - Regular Plan - Growth
3Y Returns7.15%
HDFC Short Term Debt Fund - Growth Option
3Y Returns7.96%
Tata Short Term Bond Fund -Regular Plan- Growth Option
3Y Returns7.22%
Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option
3Y Returns25.24%
Sundaram Mid Cap Fund Regular Plan - Growth
3Y Returns23.61%
