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HSBC Value Fund vs Axis Value Fund compare

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tortoise-icon HSBC Value Fund - Regular Growth

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tortoise-icon 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

Trailing Lumpsum Returns

Scheme Name HSBC Value Fund - Regular Growth Axis Value Fund - Regular Plan - Growth
1 Month 3.71% 1.88%
6 Month -5.34% -4.57%
1 Year 5.6% 10.44%
3 Year 21.61% 21.1%
5 Year 28.75% -

SIP Return Analysis

Scheme Name HSBC Value Fund - Regular Growth Axis Value Fund - Regular Plan - Growth
6 Month 1% -0.62%
1 Year -5.2% -4.86%
3 Year 21.6% 21.29%
5 Year 22.75% -

Rolling Lumpsum Returns

Scheme Name HSBC Value Fund - Regular Growth Axis Value Fund - Regular Plan - Growth
1 Year 13% 28.41%
3 Year 19.13% 20.86%
5 Year 16.98% -

Risk Management

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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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 1.96 12.87
Large Cap 42.84 54.32
Small Cap 38.3 22.81
Mid Cap 16.91 10

Sector Allocation

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

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