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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) | ₹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 | 2.77% | 3.52% |
| 6 Month | 5.53% | 10.72% |
| 1 Year | 1.33% | 4.41% |
| 3 Year | 17.41% | 23.55% |
| 5 Year | 27.06% | 26.2% |
SIP Return Analysis
| Scheme Name | Bandhan Value Fund - Regular Plan - Growth | HSBC Value Fund - Regular Growth |
|---|---|---|
| 6 Month | 0.35% | -0.16% |
| 1 Year | 5.09% | 8.84% |
| 3 Year | 11.83% | 17.11% |
| 5 Year | 15.88% | 19.49% |
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 |
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