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 05 Oct 2026
Growth of ₹100 (rebased over the selected window)
Common period 28 Nov 2022 – 05 Oct 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 |
| 25 Mar 2023 | ₹98.76 | ₹100.12 |
| 21 Jul 2023 | ₹106.49 | ₹108.98 |
| 15 Nov 2023 | ₹110.29 | ₹114.07 |
| 11 Mar 2024 | ₹117.25 | ₹122.17 |
| 06 Jul 2024 | ₹124.19 | ₹138.22 |
| 01 Nov 2024 | ₹127.56 | ₹140.23 |
| 26 Feb 2025 | ₹127.71 | ₹133.53 |
| 23 Jun 2025 | ₹134.27 | ₹141.99 |
| 18 Oct 2025 | ₹140.12 | ₹151.47 |
| 13 Feb 2026 | ₹141.99 | ₹151.14 |
| 10 Jun 2026 | ₹143.61 | ₹157.33 |
| 05 Oct 2026 | ₹148.86 | ₹160.07 |
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 →
- 78 stocks only in Edelweiss Equity Savings Fund
- 54 stocks in both — 34.5% of each portfolio by weight
- 39 stocks only in HSBC Equity Savings Fund
The more the circles overlap, the more the funds hold the same stocks.
Edelweiss Equity Savings Fund and HSBC Equity Savings Fund share 35% 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. | 7.45% | 6.53% | 6.53% |
| ICICI Bank Ltd. | 5.03% | 5.47% | 5.03% |
| Axis Bank Ltd. | 2.32% | 4.20% | 2.32% |
| Steel Authority of India Ltd. | 6.93% | 1.76% | 1.76% |
| Bharti Airtel Ltd. | 4.71% | 1.73% | 1.73% |
| Kotak Mahindra Bank Ltd. | 1.27% | 2.17% | 1.27% |
| Divi's Laboratories Ltd. | 1.00% | 1.46% | 1.00% |
| State Bank of India | 0.99% | 4.69% | 0.99% |
| Mahindra & Mahindra Ltd. | 0.99% | 2.74% | 0.99% |
| Reliance Industries Ltd. | 4.20% | 0.96% | 0.96% |
| Grasim Industries Ltd. | 1.02% | 0.96% | 0.96% |
| Bajaj Finance Ltd. | 0.94% | 2.13% | 0.94% |
| Shadowfax Technologies Ltd. | 0.90% | 0.91% | 0.90% |
| Ambuja Cements Ltd. | 1.02% | 0.76% | 0.76% |
| Sun Pharmaceutical Industries Ltd. | 0.60% | 2.51% | 0.60% |
39 more stocks in common. 54 shared of 132 / 93 positions. Weights are shown as a share of each fund's equity book.
| Metric | Edelweiss · Direct NAV ₹30.42 Moderately High risk ★★★★★ | HSBC · Direct NAV ₹40.82 Moderately High risk ★★★★☆ | Category median Equity Savings · 23 funds |
|---|---|---|---|
| +7.24% | +7.14% | +2.85% | |
| +11.04% | +12.51%Best in row | +8.25% | |
| +9.40% | — | +7.47% | |
| +10.48% | +12.99% | +8.89% | |
| +10.31% | +11.12%Best in row | — | |
| +10.73% | +14.00%Best in row | +10.02% | |
| +10.69% | — | +10.13% | |
| Risk | |||
| 3.95%Best in row | 7.25% | 4.73% | |
| 1.15Best in row | 0.83 | 0.34 | |
| 1.61Best in row | 1.11 | 0.47 | |
| -9.50% | -11.53% | -16.24% | |
| 1.14%Best in row | 1.41% | 1.27% | |
| ₹1,344Cr | ₹964.84Cr | ₹627.88Cr | |
| Up to 0.25% | Up to 0.50% | — | |
| ₹100 | ₹500 | — | |
| ₹100 | ₹5.00K | — | |
| 582% | 122% | 495% | |
| Bharat Lahoti · 9y | Mohd Asif Rizwi · 25.7y | — | |
| 28 Nov 2016 | 28 Nov 2022 | — | |
| 137 | 94 | — | |
| 29.5% | 30.1% | — | |
| 8.5% | 2.0% | — | |
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 +12.51% CAGR against Edelweiss Equity Savings Fund's +11.04%, 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 1.14% a year against HSBC Equity Savings Fund's 1.41%. 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 (+7.25% annualized vs Edelweiss Equity Savings Fund's +3.95%), 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.