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Canara Robeco Value Fund vs HSBC Value Fund compare
HSBC Value Fund - Regular Growth
Canara Robeco Value Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | HSBC Value Fund - Regular Growth | Canara Robeco Value Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | HSBC Value Fund - Regular Growth | Canara Robeco Value Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹12849 Cr | ₹1209 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 08 Jan 2010 | 03 Sep 2021 |
| Category | Value | Value |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | BSE 500 |
| Turn Over | 30% | 39.82% |
| Expense Ratio | 1.72 | 2.14 |
| Manager | Venugopal Manghat | Vishal Mishra |
| ISIN Code | INF677K01023 | INF760K01JZ7 |
| Exits Load | HSBC Value Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Canara Robeco Value Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | HSBC Value Fund - Regular Growth | Canara Robeco Value Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 5.02% | 2.32% |
| 6 Month | -2.58% | -3.21% |
| 1 Year | 3.66% | 4.21% |
| 3 Year | 28.94% | 22.88% |
| 5 Year | 29.82% | - |
SIP Return Analysis
| Scheme Name | HSBC Value Fund - Regular Growth | Canara Robeco Value Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 10.85% | 7.37% |
| 1 Year | 10.16% | 4.77% |
| 3 Year | 24% | 17.63% |
| 5 Year | 23.67% | - |
Rolling Lumpsum Returns
| Scheme Name | HSBC Value Fund - Regular Growth | Canara Robeco Value Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 12.56% | 21.01% |
| 3 Year | 19.23% | 19.79% |
| 5 Year | 17.38% | - |
Risk Management
| Scheme Name | HSBC Value Fund - Regular Growth | Canara Robeco Value Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 15.41% | 12.532% |
| Sharp | 0.746% | 0.888% |
| Beta | 0.998% | 0.879% |
| Alpha | 4.795% | 4.024% |
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Fund Managers
| Scheme Name | HSBC Value Fund - Regular Growth | Canara Robeco Value Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Venugopal Manghat | Vishal Mishra |
| Total AUM | ₹41442 Cr | ₹19446 Cr |
| Funds Managed | 7 | 5 |
| HSBC Value Fund - Regular Growth | Canara Robeco Value Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
HSBC Value Fund - Regular Growth |
Canara Robeco Value Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 1.96 | 5.26 |
| Large Cap | 42.84 | 63.36 |
| Small Cap | 38.3 | 24.56 |
| Mid Cap | 16.91 | 6.82 |
Sector Allocation
| Scheme Name |
HSBC Value Fund - Regular Growth |
Canara Robeco Value Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 1.47 | 4.09 |
| Energy | 3.01 | 7.38 |
| Technology | 12.9 | 8.48 |
| Industrials | 12.63 | 12.16 |
| Financial Services | 29.68 | 29.91 |
| Basic Materials | 15.28 | 4.92 |
| Healthcare | 1.8 | 8.48 |
| Consumer Cyclical | 8.42 | 7.08 |
| Real Estate | 4.25 | 2.24 |
| Consumer Defensive | 6.39 | 6.66 |
| Communication Services | 2.24 | 3.75 |
| Utilities | 1.91 | 4.84 |
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