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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) | ₹5057 Cr | ₹16041 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 | 1.87% | 0.89% |
| 6 Month | 6.7% | 4.9% |
| 1 Year | 3.44% | -3.21% |
| 3 Year | 20.4% | 19.56% |
| 5 Year | 27.36% | 28.32% |
SIP Return Analysis
| Scheme Name | Edelweiss Small Cap Fund - Regular Plan - Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | 0.16% | -1.58% |
| 1 Year | 10.33% | 4.53% |
| 3 Year | 15.56% | 12.21% |
| 5 Year | 18.74% | 17.86% |
Rolling Lumpsum Returns
| Scheme Name | Edelweiss Small Cap Fund - Regular Plan - Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 25.24% | 15.57% |
| 3 Year | 28.13% | 22.55% |
| 5 Year | 31.58% | 16.94% |
Risk Management
| Scheme Name | Edelweiss Small Cap Fund - Regular Plan - Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 15.89% | 18.19% |
| Sharp | 0.84% | 0.73% |
| Beta | 0.79% | 0.90% |
| Alpha | 0.18% | -1.74% |
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 | 2.78 | 4.62 |
| Small Cap | 73.32 | 72.7 |
| Mid Cap | 23.9 | 20.58 |
| Large Cap | - | 2.09 |
Sector Allocation
| Scheme Name |
Edelweiss Small Cap Fund - Regular Plan - Growth |
HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Others | 2.68 | 3.9 |
| Utilities | 1.03 | - |
| Consumer Defensive | 5.89 | 4.6 |
| Consumer Cyclical | 19.37 | 16.07 |
| Technology | 7.75 | 9.37 |
| Healthcare | 12 | 8.27 |
| Financial Services | 18.49 | 15.29 |
| Basic Materials | 15.33 | 10.54 |
| Industrials | 15.68 | 27.42 |
| Energy | 0.71 | 0.87 |
| Real Estate | 1.06 | 3.67 |
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Axis Small Cap Fund Regular Growth
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