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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) | ₹13532 Cr | ₹1021 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 | 0.77% | 3.15% |
| 6 Month | 17.88% | 14.49% |
| 1 Year | -1.69% | -1.11% |
| 3 Year | 22.3% | 21.28% |
| 5 Year | 25.84% | - |
SIP Return Analysis
| Scheme Name | HSBC Value Fund - Regular Growth | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.83% | 4.75% |
| 1 Year | 10.24% | 10.67% |
| 3 Year | 19.91% | 20.44% |
| 5 Year | 20.97% | - |
Rolling Lumpsum Returns
| Scheme Name | HSBC Value Fund - Regular Growth | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 12.1% | 23.21% |
| 3 Year | 19.43% | 21.29% |
| 5 Year | 17.57% | - |
Risk Management
| Scheme Name | HSBC Value Fund - Regular Growth | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 14.40% | 13.88% |
| Sharp | 1.05% | 0.97% |
| Beta | 1.00% | 0.99% |
| Alpha | 7.19% | 5.68% |
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 | 4.28 | 5.7 |
| Large Cap | 40.07 | 58.19 |
| Small Cap | 39.66 | 19.26 |
| Mid Cap | 15.98 | 16.84 |
Sector Allocation
| Scheme Name |
HSBC Value Fund - Regular Growth |
Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Others | 1.1 | 1.91 |
| Energy | 5.02 | 5.88 |
| Industrials | 10.52 | 10.62 |
| Technology | 6.92 | 12.44 |
| Consumer Defensive | 8.73 | 2.67 |
| Financial Services | 32.89 | 30.3 |
| Basic Materials | 15.32 | 4.93 |
| Healthcare | 1.05 | 11.42 |
| Consumer Cyclical | 10.56 | 10.62 |
| Real Estate | 3.72 | 2.46 |
| Utilities | 2.3 | 3.88 |
| Communication Services | 1.85 | 2.88 |
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