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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) | ₹9841 Cr | ₹13532 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 | 2.94% | 2.47% |
| 6 Month | 12.34% | 19.81% |
| 1 Year | -5.33% | -0.68% |
| 3 Year | 17.54% | 23.67% |
| 5 Year | 26.56% | 25.54% |
SIP Return Analysis
| Scheme Name | Bandhan Value Fund - Regular Plan - Growth | HSBC Value Fund - Regular Growth |
|---|---|---|
| 6 Month | 2.56% | 2.83% |
| 1 Year | 6.57% | 10.24% |
| 3 Year | 14.28% | 19.91% |
| 5 Year | 17.81% | 20.97% |
Rolling Lumpsum Returns
| Scheme Name | Bandhan Value Fund - Regular Plan - Growth | HSBC Value Fund - Regular Growth |
|---|---|---|
| 1 Year | 12.24% | 12.1% |
| 3 Year | 17.87% | 19.43% |
| 5 Year | 16.89% | 17.57% |
Risk Management
| Scheme Name | Bandhan Value Fund - Regular Plan - Growth | HSBC Value Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 11.97% | 14.40% |
| Sharp | 0.79% | 1.05% |
| Beta | 0.86% | 1.00% |
| Alpha | 2.68% | 7.19% |
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 | 9.21 | 4.15 |
| Large Cap | 61.79 | 42 |
| Small Cap | 16.04 | 38.53 |
| Mid Cap | 12.96 | 15.32 |
Sector Allocation
| Scheme Name |
Bandhan Value Fund - Regular Plan - Growth |
HSBC Value Fund - Regular Growth |
|---|---|---|
| Others | 8.66 | 1.07 |
| Energy | 9.14 | 4.82 |
| Technology | 8.97 | 7.6 |
| Basic Materials | 8.18 | 14.76 |
| Industrials | 5.41 | 10.31 |
| Financial Services | 32.47 | 31.93 |
| Healthcare | 5.2 | 1 |
| Consumer Cyclical | 10.88 | 11.55 |
| Consumer Defensive | 7.63 | 9.36 |
| Communication Services | 0.55 | 1.87 |
| Real Estate | 0.83 | 3.39 |
| Utilities | 2.08 | 2.34 |
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