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Two Equity savings funds side by side: returns, costs, size, risk and how much their portfolios overlap.
Edelweiss Equity Savings Fund vs HSBC Equity Savings Fund, as of 9 Nov 2026: Edelweiss Equity Savings Fund NAV ₹30.96, 3Y CAGR 11.4%, expense ratio 1.08%; HSBC Equity Savings Fund NAV ₹41.84, 3Y CAGR 13.3%, expense ratio 1.38%; about 26% of their portfolios overlap.
As of · Source: AMFI NAVs and fund-house disclosures
| Edelweiss Equity Savings Fund Direct Growth | HSBC Equity Savings Fund Direct Growth | |
|---|---|---|
| Category | Equity savings | Equity savings |
| Fund house | Edelweiss Mutual Fund | HSBC Mutual Fund |
| Plan | Direct Plan · Growth | Direct Plan · Growth |
| NAV | ₹30.96 (9 Nov 2026) | ₹41.84 (9 Nov 2026) |
| 1Y return | 7.9% | 9.5% |
| 3Y CAGR | 11.4% | 13.3% |
| 5Y CAGR | 9.6% | — |
| Since launch (CAGR) | 10.6% | 13.4% |
| Expense ratio | 1.08% | 1.38% |
| AUM | ₹1,796 cr | ₹1,653 cr |
| Risk-o-meter | Moderate | Moderate |
| Benchmark | Nifty Equity Savings Index | Nifty Equity Savings Index |
| Exit load | — | If the units redeemed or switched out are upto 10% of the units purchased or switched in (??the limit??) within 1 year from the date of allotment - Nil If units redeemed or switched out are over and above the limit within 1 year from the date of allotment - 1 % of applicable NAV If units are redeemed or switched out… |
| Minimum SIP | ₹100 | ₹500 |
| Holdings | 157 | 113 |
| Top 10 holdings weight | 36.0% | 31.3% |
| Portfolio overlap | About 26% by weight, from the latest disclosed holdings | |
Returns are point-to-point for each plan, after its expense ratio; periods over one year are CAGR. Past performance is not indicative of future results.
Open in the compare tool: growth charts, SIP outcomes and shared holdings →HSBC Equity Savings Fund has the higher 3-year CAGR (as of 9 Nov 2026): Edelweiss Equity Savings Fund 11.4% a year vs HSBC Equity Savings Fund 13.3% a year. Past performance is not indicative of future results.
Edelweiss Equity Savings Fund costs less: Edelweiss Equity Savings Fund charges 1.08% a year and HSBC Equity Savings Fund 1.38% a year.
Edelweiss Equity Savings Fund is larger: Edelweiss Equity Savings Fund manages ₹1,796 cr and HSBC Equity Savings Fund ₹1,653 cr (as of 9 Nov 2026).
About 26% of their portfolios overlap by weight (the smaller weight of each common holding, summed), from the latest disclosed holdings.
Both are rated "Moderate" on SEBI's risk-o-meter.
We don't give recommendations. Jivani Markets is not a SEBI-registered investment adviser or research analyst. Whether a fund suits you depends on your goals, horizon and risk appetite; speak to a SEBI-registered investment adviser or an AMFI-registered mutual fund distributor before investing.
Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Past performance is not indicative of future results.
Returns are for Direct plans, after expenses (TER is already in the NAV). Research, not advice: we do not say a fund suits you. Disclaimer