Axis Value Fund vs HSBC Value Fund compare

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tortoise-icon HSBC Value Fund - Regular Growth

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tortoise-icon Axis Value Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 Average Very High
Asset Size (Cr) ₹10761 Cr ₹429 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 20 Jan 2013 15 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 1.75 2.45
Manager Venugopal Manghat Vinayak Jayanath
ISIN Code INF677K01023 INF846K013C4
Exits Load For units in excess of 10% of the investment, 1% will be charged for redemption within 1 year./365 For units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365

Trailing Lumpsum Returns

Scheme Name HSBC Value Fund - Regular Growth Axis Value Fund - Regular Plan - Growth
1 Month 3.1% 4.92%
6 Month 24.67% 21.85%
1 Year 58.84% 49.1%
3 Year 27.72% -
5 Year 25.21% -

SIP Return Analysis

Scheme Name HSBC Value Fund - Regular Growth Axis Value Fund - Regular Plan - Growth
6 Month - -
1 Year 25.04% 20.18%
3 Year 60.62% 48.25%
5 Year 111.62% 48.25%

Rolling Lumpsum Returns

Scheme Name HSBC Value Fund - Regular Growth Axis Value Fund - Regular Plan - Growth
1 Year 28.85% 23.75%
3 Year 78.63% 55.07%
5 Year 120.09% 55.07%

Risk Management

Scheme Name HSBC Value Fund - Regular Growth Axis Value Fund - Regular Plan - Growth
Standard Deviation 13.39% 14.73%
Sharp 1.4% -
Beta 0.96% -
Alpha 7.53% -

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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
Fund Manage 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

Large Cap 40.01 55.53
Mid Cap 18.49 15.41
Small Cap 37.19 20.69
Others 4.31 8.36

Sector Allocation

Scheme Name

HSBC Value Fund - Regular Growth

Axis Value Fund - Regular Plan - Growth

Energy 7.65 9.98
Metals & Mining 8.25 3.03
Financial 24.61 18.59
Automobile 6.67 13.4
Capital Goods 9.78 8.99
Construction 12.25 7.02
Services 3.92 5.02
Healthcare 2 10.7
Communication 1.87 3.53
Technology 8.67 5.11
Materials 3.91 2.85
Others 1.15 3.82
Consumer Staples 5.74 1.72
Chemicals 1.88 0.5
Textiles 1.65 -
Diversified - 1.62
Consumer Discretionary - 2.4
Insurance - 1.71

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