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HSBC Value Fund vs Axis Value Fund compare
HSBC Value Fund - Regular Growth
Axis Value Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | HSBC Value Fund - Regular Growth | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Fund | HSBC Value Fund - Regular Growth | Axis Value Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹14753 Cr | ₹1372 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 08 Jan 2010 | 22 Sep 2021 |
| Category | Value | Value |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | Nifty 500 Value 50 TRI |
| Turn Over | 30% | 15% |
| Expense Ratio | 1.72 | 2.33 |
| Manager | Venugopal Manghat | Vinayak Jayanath |
| ISIN Code | INF677K01023 | INF846K013C4 |
| Exits Load | HSBC Value Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Axis 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 | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -0.99% | -1.92% |
| 6 Month | 3.27% | 3.74% |
| 1 Year | 15.35% | 12.58% |
| 3 Year | 23.72% | 22.74% |
| 5 Year | 22.2% | - |
SIP Return Analysis
| Scheme Name | HSBC Value Fund - Regular Growth | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -2.08% | -2.17% |
| 1 Year | 3.99% | 3.64% |
| 3 Year | 14.1% | 14.14% |
| 5 Year | 17.92% | - |
Rolling Lumpsum Returns
| Scheme Name | HSBC Value Fund - Regular Growth | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 11.13% | 19.22% |
| 3 Year | 19.88% | 21.92% |
| 5 Year | 18.02% | - |
Risk Management
| Scheme Name | HSBC Value Fund - Regular Growth | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.39% | 14.73% |
| Sharp | 1.17% | 1.24% |
| Beta | 1.02% | 0.98% |
| Alpha | 5.38% | 5.79% |
Fund Managers
| Scheme Name | HSBC Value Fund - Regular Growth | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Name | Venugopal Manghat | Vinayak Jayanath |
| Total AUM | ₹41442 Cr | ₹0 Cr |
| Funds Managed | 7 | 18 |
| HSBC Value Fund - Regular Growth | Axis Value Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
HSBC Value Fund - Regular Growth |
Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Others | 9.38 | 10.09 |
| Large Cap | 40.28 | 58.88 |
| Mid Cap | 19.76 | 14.18 |
| Small Cap | 30.58 | 16.85 |
Sector Allocation
| Scheme Name |
HSBC Value Fund - Regular Growth |
Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Others | 1.46 | 2.82 |
| Energy | 6.23 | 6.74 |
| Industrials | 8.48 | 10.23 |
| Technology | 7.69 | 10.25 |
| Consumer Defensive | 7.29 | 2.17 |
| Financial Services | 37.18 | 34.32 |
| Basic Materials | 11.96 | 4.36 |
| Healthcare | 1.22 | 10.58 |
| Consumer Cyclical | 11.43 | 10.9 |
| Real Estate | 3.63 | 1.92 |
| Communication Services | 1.77 | 3.62 |
| Utilities | 1.66 | 2.1 |
Top Comparisons
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