HSBC Value Fund vs Axis Value Fund compare

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HSBC Value Fund - Regular Growth

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Axis Value Fund - Regular Plan - Growth

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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	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)	₹12849 Cr	₹785 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

Scheme Name	HSBC Value Fund - Regular Growth	Axis Value Fund - Regular Plan - Growth
1 Month	5.02%	2.79%
6 Month	-2.58%	-4.35%
1 Year	3.66%	6.43%
3 Year	28.94%	26.93%
5 Year	29.82%	-

Scheme Name	HSBC Value Fund - Regular Growth	Axis Value Fund - Regular Plan - Growth
6 Month	10.85%	5.91%
1 Year	10.16%	3.51%
3 Year	24%	21.78%
5 Year	23.67%	-

Scheme Name	HSBC Value Fund - Regular Growth	Axis Value Fund - Regular Plan - Growth
1 Year	12.56%	24.99%
3 Year	19.23%	20.47%
5 Year	17.38%	-

Scheme Name	HSBC Value Fund - Regular Growth	Axis Value Fund - Regular Plan - Growth
Standard Deviation	15.41%	14.624%
Sharp	0.746%	0.892%
Beta	0.998%	1.009%
Alpha	4.795%	4.878%

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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

Scheme Name	HSBC Value Fund - Regular Growth	Axis Value Fund - Regular Plan - Growth
Others	1.96	12.87
Large Cap	42.84	54.32
Small Cap	38.3	22.81
Mid Cap	16.91	10

Scheme Name	HSBC Value Fund - Regular Growth	Axis Value Fund - Regular Plan - Growth
Others	1.47	12.38
Energy	3.01	4.08
Technology	12.9	11.68
Industrials	12.63	9.27
Financial Services	29.68	22.13
Basic Materials	15.28	3.51
Healthcare	1.8	11.75
Consumer Cyclical	8.42	11.04
Real Estate	4.25	4.66
Consumer Defensive	6.39	2.83
Communication Services	2.24	3.35
Utilities	1.91	3.32