- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹9942 Cr | ₹13712 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 | 0.48% | 1.75% |
| 6 Month | 5.45% | 10.78% |
| 1 Year | -0.84% | 1.9% |
| 3 Year | 16.94% | 22.89% |
| 5 Year | 25.99% | 24.89% |
SIP Return Analysis
| Scheme Name | Bandhan Value Fund - Regular Plan - Growth | HSBC Value Fund - Regular Growth |
|---|---|---|
| 6 Month | 3.04% | 3.91% |
| 1 Year | 10.55% | 17.17% |
| 3 Year | 13.78% | 20.01% |
| 5 Year | 16.9% | 21.08% |
Rolling Lumpsum Returns
| Scheme Name | Bandhan Value Fund - Regular Plan - Growth | HSBC Value Fund - Regular Growth |
|---|---|---|
| 1 Year | 11.91% | 11.7% |
| 3 Year | 17.74% | 19.53% |
| 5 Year | 16.99% | 17.7% |
Risk Management
| Scheme Name | Bandhan Value Fund - Regular Plan - Growth | HSBC Value Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 11.92% | 14.15% |
| Sharp | 0.87% | 1.12% |
| Beta | 0.87% | 1.00% |
| Alpha | 2.13% | 6.35% |
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 | 8.83 | 3.69 |
| Large Cap | 61.55 | 42.58 |
| Mid Cap | 13.04 | 17.97 |
| Small Cap | 16.58 | 35.76 |
Sector Allocation
| Scheme Name |
Bandhan Value Fund - Regular Plan - Growth |
HSBC Value Fund - Regular Growth |
|---|---|---|
| Others | 8.06 | 0.83 |
| Energy | 9.26 | 5.36 |
| Technology | 9 | 7.28 |
| Basic Materials | 7.29 | 13.5 |
| Industrials | 5.43 | 10.54 |
| Financial Services | 33.61 | 34.01 |
| Healthcare | 5.19 | 0.99 |
| Consumer Defensive | 7.65 | 8.26 |
| Consumer Cyclical | 10.71 | 11.66 |
| Communication Services | 0.78 | 1.83 |
| Real Estate | 0.88 | 3.36 |
| Utilities | 2.14 | 2.39 |
Top Comparisons
HDFC Money Market Fund - Growth Option
3Y Returns7.49%
LIC MF Money Market Fund Regular - Growth
3Y Returns6.38%
ITI Banking and Financial Services Fund Regular - Growth
3Y Returns13.42%
Bandhan Financial Services Fund - Regular (G)
3Y Returns0%
Kotak Dynamic Bond Fund Regular Plan Growth
3Y Returns7.5%
HSBC Dynamic Bond Fund - Regular Growth
3Y Returns7.13%
Franklin India Mid Cap Fund - Growth
3Y Returns21.49%
Sundaram Mid Cap Fund Regular Plan - Growth
3Y Returns23.61%
