What factors should I consider when comparing Edelweiss Mid Cap Fund - Direct (G) vs HSBC Small Cap Fund - Direct (G)?

When comparing Edelweiss Mid Cap Fund - Direct (G) vs HSBC Small Cap Fund - Direct (G), consider factors such as historical performance, expense ratios, investment strategy, risk level, and the fund manager's credibility. Moreover, look at asset allocation and how each fund fits your investment goals.

Can I invest in Edelweiss Mid Cap Fund - Direct (G) and HSBC Small Cap Fund - Direct (G) simultaneously?

Yes, you can invest in both Edelweiss Mid Cap Fund - Direct (G) and HSBC Small Cap Fund - Direct (G) at the same time. This can help diversify your portfolio and balance risk, provided the fund manager's investment strategies streamline each other.

What does the portfolio turnover ratio tell us when comparing Edelweiss Mid Cap Fund - Direct (G) and HSBC Small Cap Fund - Direct (G)?

While comparing Edelweiss Mid Cap Fund - Direct (G) and HSBC Small Cap Fund - Direct (G), the portfolio turnover ratio indicates how frequently assets within the fund are bought and sold. A high turnover may lead to higher transaction costs and tax implications, while a low turnover ratio indicates a buy-and-hold strategy.

Can I switch between Edelweiss Mid Cap Fund - Direct (G) and HSBC Small Cap Fund - Direct (G) if needed?

Yes, you can typically switch between Edelweiss Mid Cap Fund - Direct (G) and HSBC Small Cap Fund - Direct (G), subject to the fund's policies and any applicable fees. It is important to consider potential tax implications and the timing of your switch.

Can I compare Edelweiss Mid Cap Fund - Direct (G) and HSBC Small Cap Fund - Direct (G) based on their dividend payout?

Yes, you can compare Edelweiss Mid Cap Fund - Direct (G) and HSBC Small Cap Fund - Direct (G) based on their dividend payouts. Look at dividends profit, consistency, and growth, as these factors can influence your overall return on investment.

Compare Edelweiss Mid Cap Fund - Direct (G) vs HSBC Small Cap Fund - Direct (G) Online

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Edelweiss Mid Cap Fund - Direct (G) vs HSBC Small Cap Fund - Direct (G)

Edelweiss Mid Cap Fund - Direct (G)

9.2%

HSBC Small Cap Fund - Direct (G)

5.39%

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About Fund

Custodian

Registrar

Custodian

JP Morgan Chase Bank

Registrar

Computer Age Management Services (P) Ltd

Fund Details

Risk

Very High Risk

Min SIP Amount

100

Fund Size

17748.32

Expense Ratio

2.04

NAV

127.753

Launch Date

January 1, 2013

Exit Load

Risk

Very High Risk

Min SIP Amount

5000

Fund Size

17830.20

Expense Ratio

NAV

96.1838

Launch Date

April 22, 2014

Exit Load

Risk

Very High Risk

Min SIP Amount

100

Fund Size

17748.32

Expense Ratio

2.04

NAV

127.753

Launch Date

January 1, 2013

Exit Load

Risk

Very High Risk

Min SIP Amount

5000

Fund Size

17830.20

Expense Ratio

NAV

96.1838

Launch Date

April 22, 2014

Exit Load

19.71 %

23.52 %

9.2 %

17.8 %

15.79 %

5.39 %

Fund Manager

Harshad Patwardhan

Qualification

B.Tech(IIT), MBA(IIM) and CFA. B.Tech (IIT), MBA (IIM) and CFA.

Experience

Mr. Patwardhan has an overall work experience of over 23 years in the investment management function and has joined Edelweiss AMC as Chief Investment Officer - Equity and a key personnel. Prior to joining Edelweiss AMC, he was associated with JPMorgan Asset Management India Private Limited since June 2006 as CIO-Equies. Prior to that Mr. Patwardhan worked for two years with Deutsche Equies India Private Limited as a senior research analyst and has had extensive experience with several foreign brokerage houses covering a variety of sectors.

Fund Manager

Trideep Bhattacharya

Qualification

CFA, B.Tech form IIT, Kharagpur and MBA (Finance)

Experience

Mr. Trideep Bhattacharya has over 14 years' experience as a Portfolio Manager and Research Analyst. Prior to joining Edelweiss, he has worked as Senior Portfolio Manager - Alternate Equities with Axis Asset Management Company Limited, Head of Research with Motilal Oswal Securities Limited and Portfolio Manager with State Street Global Advisors and UBS Global Asset Management Limited.

Fund Manager

Soumendra Nath Lahiri

Qualification

B.E (Mechanical), PGDM - (IIM Bangalore)

Experience

Prior to joining L&T Mutual Fund he has worked with Canara Robeco AMC Co. Ltd., Emkay Investment Managers Ltd, Fortuna Capital, DSP Black Rock Investment Managers Pvt. Ltd.

Fund Manager

Venugopal Manghat

Qualification

MBA (Finance) BSC(Mathematics)

Experience

Prior to joining L&T Mutual Fund he has worked with Tata Asset Management Ltd.

Edelweiss Mid Cap Fund - Direct (G) vs HSBC Small Cap Fund - Direct (G)

Edelweiss Mid Cap Fund - Direct (G)

9.2%

HSBC Small Cap Fund - Direct (G)

5.39%

About Fund

Fund Details

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