Edelweiss Equity Savings Fund vs HSBC Equity Savings Fund
Edelweiss Equity Savings Fund (Direct) and HSBC Equity Savings Fund (Direct) head to head: growth of ₹100, returns across every window, risk, cost, and portfolio overlap — every figure computed from AMFI NAV history, nothing supplied by a fund house. Both are Equity Savings schemes — see the best equity savings mutual funds for the full ranking.
Head to head
NAVs as of 20 Aug 2026
Growth of ₹100 (rebased over the selected window)
Common period 28 Nov 2022 – 20 Aug 2026, limited by HSBC Equity Savings Fund. Every series is rebased to ₹100 at the start of this window.
View as table
| Date | Edelweiss Equity Savings Fund | HSBC Equity Savings Fund |
|---|---|---|
| 28 Nov 2022 | ₹100.00 | ₹100.00 |
| 21 Mar 2023 | ₹98.85 | ₹100.20 |
| 13 Jul 2023 | ₹105.20 | ₹108.57 |
| 03 Nov 2023 | ₹108.91 | ₹111.93 |
| 25 Feb 2024 | ₹117.08 | ₹122.32 |
| 17 Jun 2024 | ₹122.56 | ₹135.59 |
| 09 Oct 2024 | ₹128.62 | ₹142.63 |
| 30 Jan 2025 | ₹128.57 | ₹136.44 |
| 23 May 2025 | ₹133.58 | ₹140.29 |
| 14 Sep 2025 | ₹138.40 | ₹149.50 |
| 05 Jan 2026 | ₹142.00 | ₹149.80 |
| 29 Apr 2026 | ₹143.33 | ₹156.16 |
| 20 Aug 2026 | ₹149.68 | ₹161.97 |
Portfolio overlap (same stocks held through more than one fund)
Some overlap is structural: SEBI defines large cap as the top 100 stocks by market capitalisation, so two large-cap funds are fishing the same pond by regulation. The bands below are measured per sleeve pairing rather than against one blanket threshold. How this is measured →
Edelweiss Equity Savings Fund and HSBC Equity Savings Fund share 39% of their equity book by weight.
Shared holdings — Edelweiss Equity Savings Fund vs HSBC Equity Savings Fund
| Stock | Edelweiss Equity Savings Fund | HSBC Equity Savings Fund | |
|---|---|---|---|
| HDFC Bank Ltd | 8.91% | 6.36% | 6.36% |
| ICICI Bank Ltd | 6.50% | 6.34% | 6.34% |
| Bharti Airtel Ltd | 5.68% | 2.27% | 2.27% |
| Steel Authority Of India Ltd | 5.48% | 2.00% | 2.00% |
| Axis Bank Ltd | 1.84% | 3.51% | 1.84% |
| Billionbrains Garage Ventures Ltd. | 1.61% | 1.59% | 1.59% |
| Reliance Industries Ltd | 5.05% | 1.39% | 1.39% |
| Grasim Industries Ltd | 1.10% | 1.44% | 1.10% |
| Zomato Ltd | 1.13% | 1.10% | 1.10% |
| Ambuja Cements Ltd | 1.26% | 1.05% | 1.05% |
| Mahindra & Mahindra Ltd | 1.04% | 4.60% | 1.04% |
| State Bank of India | 0.83% | 5.54% | 0.83% |
| Divi's Laboratories Ltd | 0.83% | 1.30% | 0.83% |
| Bajaj Finance Ltd | 0.76% | 0.94% | 0.76% |
| Sun Pharmaceutical Industries Ltd | 0.67% | 3.02% | 0.67% |
42 more stocks in common. 57 shared of 128 / 92 positions. Weights are shown as a share of each fund's equity book.
| Metric | Edelweiss · Direct NAV ₹30.59 Moderately High risk ★★★★★ | HSBC · Direct NAV ₹41.31 Moderately High risk ★★★★☆ | Category median Equity Savings · 23 funds |
|---|---|---|---|
| +8.73% | +9.77%Best in row | +5.10% | |
| +11.92% | +14.04%Best in row | +9.25% | |
| +10.16% | — | +8.57% | |
| +10.68% | +13.82%Best in row | +9.34% | |
| +11.04% | +12.54%Best in row | — | |
| +10.72% | +14.31%Best in row | +10.06% | |
| +10.70% | — | +10.19% | |
| Risk | |||
| 3.89%Best in row | 7.21% | 4.69% | |
| 1.39Best in row | 1.05 | 0.57 | |
| 1.98Best in row | 1.41 | 0.78 | |
| -9.50%Best in row | -11.53% | -16.24% | |
| 1.15%Best in row | 1.59% | 1.25% | |
| ₹1,344Cr | ₹964.84Cr | ₹821.56Cr | |
| Up to 0.25% | Up to 0.50% | — | |
| ₹100 | ₹500 | — | |
| ₹100 | ₹5.00K | — | |
| 562% | 403% | 227% | |
| Bharat Lahoti · 8.9y | Mahesh Chhabria | — | |
| 28 Nov 2016 | 28 Nov 2022 | — | |
| 128 | 92 | — | |
| 31.8% | 31.9% | — | |
| 42.4% | 46.0% | — | |
8 rows carry the same value for every fund — show
- 10Y return (CAGR)
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- 10Y rolling avg
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- Benchmark
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- Alpha
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- Beta
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- Upside capture
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- Downside capture
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- Lock-in
- None
Best marks the strongest value in a row, and only where the gap is bigger than noise — a near-tie is left unmarked rather than dressed up as a result. SIP XIRR is a ₹10,000/month instalment over 5 years of real NAV history. Nothing here is supplied by a fund house. For research only — not investment advice.
Frequently asked questions
Which fund has delivered higher returns — Edelweiss Equity Savings Fund or HSBC Equity Savings Fund?
Over the last 3 years, HSBC Equity Savings Fund returned +14.04% CAGR against Edelweiss Equity Savings Fund's +11.92%, computed from AMFI NAV history. Past returns don't guarantee future performance.
Which fund is cheaper — Edelweiss Equity Savings Fund or HSBC Equity Savings Fund?
Edelweiss Equity Savings Fund has the lower expense ratio: Edelweiss Equity Savings Fund charges 1.15% a year against HSBC Equity Savings Fund's 1.59%. The expense ratio is deducted from the NAV daily, so a lower one compounds in the investor's favour.
Which fund is riskier — Edelweiss Equity Savings Fund or HSBC Equity Savings Fund?
HSBC Equity Savings Fund has shown higher volatility (+7.21% annualized vs Edelweiss Equity Savings Fund's +3.89%), measured as the annualized standard deviation of daily returns over the trailing 3 years. Worst 3-year drawdown: Edelweiss Equity Savings Fund -3.45% vs HSBC Equity Savings Fund -11.53%.
Which fund manages more money — Edelweiss Equity Savings Fund or HSBC Equity Savings Fund?
Edelweiss Equity Savings Fund is the larger fund: Edelweiss Equity Savings Fund manages ₹1,344Cr against HSBC Equity Savings Fund's ₹964.84Cr in assets. Size cuts both ways — scale lowers costs, but a very large fund can find it harder to move in and out of positions.
Are Edelweiss Equity Savings Fund and HSBC Equity Savings Fund in the same category?
Yes — both are Equity Savings schemes, so their returns, risk and cost are directly comparable against the same peer set.
Figures update daily from AMFI NAV history; ratings and ranks are WealthTicker’s own — see the methodology. This is data, not investment advice.