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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) | ₹13712 Cr | ₹1073 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 | 3.52% | 3.51% |
| 6 Month | 10.72% | 10.49% |
| 1 Year | 4.41% | 4.98% |
| 3 Year | 23.55% | 22.94% |
| 5 Year | 26.2% | - |
SIP Return Analysis
| Scheme Name | HSBC Value Fund - Regular Growth | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -0.16% | 1.17% |
| 1 Year | 8.84% | 8.49% |
| 3 Year | 17.11% | 17.51% |
| 5 Year | 19.49% | - |
Rolling Lumpsum Returns
| Scheme Name | HSBC Value Fund - Regular Growth | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 11.7% | 22.08% |
| 3 Year | 19.53% | 21.38% |
| 5 Year | 17.7% | - |
Risk Management
| Scheme Name | HSBC Value Fund - Regular Growth | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 14.21% | 13.56% |
| Sharp | 1.13% | 1.13% |
| Beta | 1.01% | 0.98% |
| Alpha | 6.68% | 6.07% |
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 | 3.69 | 6.47 |
| Large Cap | 42.58 | 58.2 |
| Mid Cap | 17.97 | 16.52 |
| Small Cap | 35.76 | 18.8 |
Sector Allocation
| Scheme Name |
HSBC Value Fund - Regular Growth |
Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Others | 0.83 | 1.2 |
| Energy | 5.36 | 5.54 |
| Industrials | 10.54 | 12.13 |
| Technology | 7.28 | 11.29 |
| Consumer Defensive | 8.26 | 2.28 |
| Financial Services | 34.01 | 28.71 |
| Basic Materials | 13.5 | 4.73 |
| Healthcare | 0.99 | 11.76 |
| Consumer Cyclical | 11.66 | 13 |
| Real Estate | 3.36 | 2.84 |
| Utilities | 2.39 | 3.67 |
| Communication Services | 1.83 | 2.84 |
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