BANDHAN Sterling Value Fund vs HSBC Value Fund compare

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tortoise-icon BANDHAN Sterling Value Fund - Regular Plan - Growth

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tortoise-icon HSBC Value Fund - Regular Growth

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Chart Comparison

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

Overview

Scheme Name BANDHAN Sterling Value Fund - Regular Plan - Growth HSBC Value Fund - Regular Growth
Fund BANDHAN Sterling Value Fund - Regular Plan - Growth HSBC Value Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹10036 Cr ₹13603 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 1.75 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 Sterling Value Fund - Regular Plan - Growth HSBC Value Fund - Regular Growth
1 Month -2.66% -4.88%
6 Month -5.35% -4.32%
1 Year 7.57% 10.41%
3 Year 15.51% 20.03%
5 Year 22.88% 22.22%

SIP Return Analysis

Scheme Name BANDHAN Sterling Value Fund - Regular Plan - Growth HSBC Value Fund - Regular Growth
6 Month - -
1 Year -2.96% -2.06%
3 Year 18.1% 23.31%
5 Year 24.21% 24.56%

Rolling Lumpsum Returns

Scheme Name BANDHAN Sterling Value Fund - Regular Plan - Growth HSBC Value Fund - Regular Growth
1 Year 13.57% 13%
3 Year 17.79% 19.13%
5 Year 16.52% 16.98%

Risk Management

Scheme Name BANDHAN Sterling Value Fund - Regular Plan - Growth HSBC Value Fund - Regular Growth
Standard Deviation 13.04% 13.39%
Sharp 1.23% 1.4%
Beta 0.86% 0.95%
Alpha 5.56% 6.42%

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Fund Managers

Scheme Name BANDHAN Sterling Value Fund - Regular Plan - Growth HSBC Value Fund - Regular Growth
Name Ritika Behera Venugopal Manghat
Total AUM ₹43013 Cr ₹41442 Cr
Fund Manage 19 7
BANDHAN Sterling Value Fund - Regular Plan - Growth HSBC Value Fund - Regular Growth

Market Cap

Scheme Name

BANDHAN Sterling Value Fund - Regular Plan - Growth

HSBC Value Fund - Regular Growth

Others 10.35 1.61
Small Cap 16.68 39.46
Large Cap 59.36 41.59
Mid Cap 15.6 17.34

Sector Allocation

Scheme Name

BANDHAN Sterling Value Fund - Regular Plan - Growth

HSBC Value Fund - Regular Growth

Others 10.35 1.61
Realty 1.78 4.64
Petroleum Products 4.65 2.83
IT - Software 7.76 12.17
Construction 5.03 8.44
Finance 3.55 5.04
Non - Ferrous Metals 0.82 0.79
Banks 17.87 19.77
Pharmaceuticals & Biotechnology 7.36 1.85
Leisure Services 1.87 2.24
Electrical Equipment 2.18 2.25
Consumer Durables 2.19 0.17
Personal Products 1.28 0.45
Power 3.73 1.86
Insurance 4.15 -
Gas 0.9 -
Diversified FMCG 2.19 1.72
Automobiles 4.02 3.51
Diversified Metals 1.25 -
Oil 1.19 -
Chemicals & Petrochemicals 0.66 0.8
Auto Components 2.99 0.68
Cement & Cement Products 0.77 2.14
Transport Services 1.06 -
Telecom - Services 1.12 2.07
Minerals & Mining 0.22 -
Commercial Services & Supplies 1.37 -
Fertilizers & Agrochemicals 0.43 3.84
Retailing 1.97 -
Beverages 2.61 1.56
Ferrous Metals 3.09 2.86
Food Products 1.58 -
Agricultural, Commercial & Construction Vehicles - 0.84
Paper, Forest & Jute Products - 2.41
Aerospace & Defense - 0.5
Agricultural Food & other Products - 1.46
Industrial Products - 4.54
Cigarettes & Tobacco Products - 1.47
Capital Markets - 3.67
Textiles & Apparels - 1.82

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