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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) | ₹13712 Cr | ₹1284 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 | 1.75% | 1.83% |
| 6 Month | 10.78% | 6.18% |
| 1 Year | 1.9% | -0.38% |
| 3 Year | 22.89% | 16.59% |
| 5 Year | 24.89% | - |
SIP Return Analysis
| Scheme Name | HSBC Value Fund - Regular Growth | Canara Robeco Value Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 3.91% | 2.78% |
| 1 Year | 17.17% | 11.24% |
| 3 Year | 20.01% | 14.45% |
| 5 Year | 21.08% | - |
Rolling Lumpsum Returns
| Scheme Name | HSBC Value Fund - Regular Growth | Canara Robeco Value Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 11.7% | 19.39% |
| 3 Year | 19.53% | 19.98% |
| 5 Year | 17.7% | - |
Risk Management
| Scheme Name | HSBC Value Fund - Regular Growth | Canara Robeco Value Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 14.15% | 12.74% |
| Sharp | 1.12% | 0.80% |
| Beta | 1.00% | 0.95% |
| Alpha | 6.35% | 1.24% |
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 | 3.69 | 5.32 |
| Large Cap | 42.58 | 62.48 |
| Mid Cap | 17.97 | 7.06 |
| Small Cap | 35.76 | 25.14 |
Sector Allocation
| Scheme Name |
HSBC Value Fund - Regular Growth |
Canara Robeco Value Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 0.83 | 3.71 |
| Energy | 5.36 | 8.05 |
| Industrials | 10.54 | 12.2 |
| Technology | 7.28 | 7.25 |
| Consumer Defensive | 8.26 | 6.83 |
| Financial Services | 34.01 | 31.01 |
| Basic Materials | 13.5 | 4.94 |
| Healthcare | 0.99 | 8.37 |
| Consumer Cyclical | 11.66 | 7.53 |
| Real Estate | 3.36 | 1.84 |
| Utilities | 2.39 | 4.1 |
| Communication Services | 1.83 | 4.18 |
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