Axis Value Fund vs HSBC Value Fund compare
HSBC Value Fund - Regular Growth
Axis Value Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | HSBC Value Fund - Regular Growth | Axis Value Fund - Regular Plan - Growth |
---|---|---|
Fund | HSBC Value Fund - Regular Growth | Axis Value Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹13325 Cr | ₹921 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 08 Jan 2010 | 22 Sep 2021 |
Category | Value | Value |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | Nifty 500 Value 50 TRI |
Turn Over | 30% | 15% |
Expense Ratio | 1.72 | 2.33 |
Manager | Venugopal Manghat | Vinayak Jayanath |
ISIN Code | INF677K01023 | INF846K013C4 |
Exits Load | HSBC Value Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Axis Value Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | HSBC Value Fund - Regular Growth | Axis Value Fund - Regular Plan - Growth |
---|---|---|
1 Month | 0.69% | 0.87% |
6 Month | 7.54% | 1.97% |
1 Year | 2.82% | 4.09% |
3 Year | 28.75% | 25.87% |
5 Year | 28.62% | - |
SIP Return Analysis
Scheme Name | HSBC Value Fund - Regular Growth | Axis Value Fund - Regular Plan - Growth |
---|---|---|
6 Month | 12.61% | 8.8% |
1 Year | 15.9% | 9.26% |
3 Year | 24.61% | 22.81% |
5 Year | 24.12% | - |
Rolling Lumpsum Returns
Scheme Name | HSBC Value Fund - Regular Growth | Axis Value Fund - Regular Plan - Growth |
---|---|---|
1 Year | 12.56% | 24.99% |
3 Year | 19.23% | 20.47% |
5 Year | 17.38% | - |
Risk Management
Scheme Name | HSBC Value Fund - Regular Growth | Axis Value Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 14.73% | 14.50% |
Sharp | 1.45% | 1.33% |
Beta | 0.98% | 0.99% |
Alpha | 7.40% | 5.29% |
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Fund Managers
Scheme Name | HSBC Value Fund - Regular Growth | Axis Value Fund - Regular Plan - Growth |
---|---|---|
Name | Venugopal Manghat | Vinayak Jayanath |
Total AUM | ₹41442 Cr | ₹0 Cr |
Funds Managed | 7 | 18 |
HSBC Value Fund - Regular Growth | Axis Value Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
HSBC Value Fund - Regular Growth |
Axis Value Fund - Regular Plan - Growth |
---|---|---|
Others | 4.22 | 5.48 |
Large Cap | 40.96 | 62.23 |
Small Cap | 39.55 | 18.28 |
Mid Cap | 15.26 | 14.01 |
Sector Allocation
Scheme Name |
HSBC Value Fund - Regular Growth |
Axis Value Fund - Regular Plan - Growth |
---|---|---|
Others | 2.18 | 3.42 |
Energy | 4.36 | 6.24 |
Industrials | 10.45 | 10.63 |
Technology | 7.46 | 11.34 |
Financial Services | 32.26 | 30.5 |
Basic Materials | 14.96 | 4.19 |
Healthcare | 1.23 | 9.79 |
Consumer Cyclical | 10.44 | 10.92 |
Real Estate | 3.92 | 2.83 |
Consumer Defensive | 8.4 | 3.4 |
Communication Services | 1.96 | 3.25 |
Utilities | 2.38 | 3.49 |
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