- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
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 | 3.71% | 2.72% |
| 6 Month | -5.34% | -4.56% |
| 1 Year | 5.6% | 5.33% |
| 3 Year | 21.61% | 19.05% |
| 5 Year | 28.75% | - |
SIP Return Analysis
| Scheme Name | HSBC Value Fund - Regular Growth | Canara Robeco Value Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1% | 0.91% |
| 1 Year | -5.2% | -4.68% |
| 3 Year | 21.6% | 16.67% |
| 5 Year | 22.75% | - |
Rolling Lumpsum Returns
| Scheme Name | HSBC Value Fund - Regular Growth | Canara Robeco Value Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 13% | 23.54% |
| 3 Year | 19.13% | 20.72% |
| 5 Year | 16.98% | - |
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% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Top Comparisons
HDFC Banking and Financial Services Fund - Growth Option
3Y Returns18.43%
Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option
3Y Returns18.49%
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
3Y Returns21.06%
Parag Parikh Flexi Cap Fund Regular-Growth
3Y Returns18.97%
PGIM India Ultra Short Duration Fund - Growth
3Y Returns6.31%
Mirae Asset Ultra Short Duration Fund Regular Growth
3Y Returns6.95%
ICICI Prudential Equity & Debt Fund - Growth
3Y Returns18.93%
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
3Y Returns10.98%
