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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) | ₹13532 Cr | ₹1270 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 | 2.47% | 2% |
| 6 Month | 19.81% | 13.65% |
| 1 Year | -0.68% | -4.73% |
| 3 Year | 23.67% | 17.61% |
| 5 Year | 25.54% | - |
SIP Return Analysis
| Scheme Name | HSBC Value Fund - Regular Growth | Canara Robeco Value Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.83% | 1.45% |
| 1 Year | 10.24% | 5.59% |
| 3 Year | 19.91% | 14.39% |
| 5 Year | 20.97% | - |
Rolling Lumpsum Returns
| Scheme Name | HSBC Value Fund - Regular Growth | Canara Robeco Value Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 12.1% | 20.26% |
| 3 Year | 19.43% | 20.59% |
| 5 Year | 17.57% | - |
Risk Management
| Scheme Name | HSBC Value Fund - Regular Growth | Canara Robeco Value Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 14.40% | 13.02% |
| Sharp | 1.05% | 0.78% |
| Beta | 1.00% | 0.95% |
| Alpha | 7.19% | 2.65% |
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 | 4.15 | 5.83 |
| Large Cap | 42 | 61.24 |
| Small Cap | 38.53 | 25.78 |
| Mid Cap | 15.32 | 7.14 |
Sector Allocation
| Scheme Name |
HSBC Value Fund - Regular Growth |
Canara Robeco Value Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 1.07 | 4.76 |
| Energy | 4.82 | 7.9 |
| Industrials | 10.31 | 10.8 |
| Technology | 7.6 | 7.72 |
| Consumer Defensive | 9.36 | 7.62 |
| Financial Services | 31.93 | 30.44 |
| Basic Materials | 14.76 | 5.1 |
| Healthcare | 1 | 8.43 |
| Consumer Cyclical | 11.55 | 7.06 |
| Real Estate | 3.39 | 1.91 |
| Utilities | 2.34 | 4.38 |
| Communication Services | 1.87 | 3.87 |
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