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Canara Robeco Value Fund vs HSBC Value Fund compare

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tortoise-icon HSBC Value Fund - Regular Growth

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tortoise-icon Canara Robeco Value Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹14054 Cr ₹1325 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 -3.47% -2.75%
6 Month 7.15% 4.82%
1 Year -1.19% -3.11%
3 Year 24.28% 18.89%
5 Year 26.77% -

SIP Return Analysis

Scheme Name HSBC Value Fund - Regular Growth Canara Robeco Value Fund - Regular Plan - Growth Option
6 Month 7.68% 5.51%
1 Year 10.38% 6.18%
3 Year 22.78% 17.08%
5 Year 23.05% -

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 14.73% 13.32%
Sharp 1.45% 1.20%
Beta 0.98% 0.93%
Alpha 7.40% 2.83%

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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 4.97 5.65
Large Cap 39.78 61.28
Small Cap 39.59 26.27
Mid Cap 15.66 6.8

Sector Allocation

Scheme Name

HSBC Value Fund - Regular Growth

Canara Robeco Value Fund - Regular Plan - Growth Option

Others 1.59 4.5
Energy 4.91 7.73
Industrials 10.54 11.55
Technology 7.38 7.88
Financial Services 33.68 30.62
Basic Materials 14.43 5.43
Healthcare 1.02 8.19
Consumer Cyclical 10.49 7.33
Real Estate 3.88 2.2
Consumer Defensive 7.6 6.29
Utilities 2.47 4.33
Communication Services 2.02 3.95

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