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BANDHAN Sterling Value Fund vs HSBC Value Fund compare
Bandhan Value Fund - Regular Plan - Growth
HSBC Value Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | Bandhan Value Fund - Regular Plan - Growth | HSBC Value Fund - Regular Growth |
|---|---|---|
| Fund | Bandhan Value Fund - Regular Plan - Growth | HSBC Value Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹10440 Cr | ₹14553 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 07 Mar 2008 | 08 Jan 2010 |
| Category | Value | Value |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 | NIFTY 500 TRI |
| Turn Over | 15% | 30% |
| Expense Ratio | 1.77 | 1.72 |
| Manager | Ritika Behera | Venugopal Manghat |
| ISIN Code | INF194K01342 | INF677K01023 |
| Exits Load | Bandhan Sterling Value Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | HSBC Value Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Bandhan Value Fund - Regular Plan - Growth | HSBC Value Fund - Regular Growth |
|---|---|---|
| 1 Month | 0.22% | 2.33% |
| 6 Month | 2.28% | 2.97% |
| 1 Year | 6.15% | 8.99% |
| 3 Year | 18.05% | 23.85% |
| 5 Year | 21.9% | 22.22% |
SIP Return Analysis
| Scheme Name | Bandhan Value Fund - Regular Plan - Growth | HSBC Value Fund - Regular Growth |
|---|---|---|
| 6 Month | 4.02% | 4.47% |
| 1 Year | 14.52% | 19.84% |
| 3 Year | 13.31% | 18.66% |
| 5 Year | 16.12% | 20.28% |
Rolling Lumpsum Returns
| Scheme Name | Bandhan Value Fund - Regular Plan - Growth | HSBC Value Fund - Regular Growth |
|---|---|---|
| 1 Year | 13.48% | 11.17% |
| 3 Year | 18.19% | 19.84% |
| 5 Year | 17.45% | 17.99% |
Risk Management
| Scheme Name | Bandhan Value Fund - Regular Plan - Growth | HSBC Value Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 13.04% | 13.39% |
| Sharp | 0.93% | 1.13% |
| Beta | 0.87% | 1.01% |
| Alpha | 2.46% | 5.9% |
Fund Managers
| Scheme Name | Bandhan Value Fund - Regular Plan - Growth | HSBC Value Fund - Regular Growth |
|---|---|---|
| Name | Ritika Behera | Venugopal Manghat |
| Total AUM | ₹43013 Cr | ₹41442 Cr |
| Funds Managed | 19 | 7 |
| Bandhan Value Fund - Regular Plan - Growth | HSBC Value Fund - Regular Growth |
Market Cap
| Scheme Name |
Bandhan Value Fund - Regular Plan - Growth |
HSBC Value Fund - Regular Growth |
|---|---|---|
| Others | 9.27 | 4.64 |
| Large Cap | 61.27 | 41.67 |
| Small Cap | 15.7 | 34.78 |
| Mid Cap | 13.76 | 18.91 |
Sector Allocation
| Scheme Name |
Bandhan Value Fund - Regular Plan - Growth |
HSBC Value Fund - Regular Growth |
|---|---|---|
| Others | 8.55 | 1.72 |
| Energy | 9.86 | 6.08 |
| Technology | 9.5 | 6.64 |
| Industrials | 4.7 | 8.47 |
| Basic Materials | 7.14 | 11.21 |
| Financial Services | 33.97 | 36.76 |
| Healthcare | 5.2 | 1.07 |
| Consumer Defensive | 8.17 | 7.59 |
| Consumer Cyclical | 9.56 | 12.69 |
| Communication Services | 0.71 | 1.93 |
| Real Estate | 1.06 | 4.17 |
| Utilities | 1.56 | 1.67 |
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