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HSBC Value Fund vs BANDHAN Sterling Value Fund compare

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tortoise-icon BANDHAN Sterling Value Fund - Regular Plan - Growth

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tortoise-icon HSBC Value Fund - Regular Growth

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Chart Comparison

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

Overview

Scheme Name BANDHAN Sterling Value Fund - Regular Plan - Growth HSBC Value Fund - Regular Growth
Fund BANDHAN Sterling Value Fund - Regular Plan - Growth HSBC Value Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹9587 Cr ₹12849 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 07 Mar 2008 08 Jan 2010
Category Value Value
Fund Type Open Ended Open Ended
Benchmark BSE 500 NIFTY 500 TRI
Turn Over 15% 30%
Expense Ratio 1.77 1.72
Manager Ritika Behera Venugopal Manghat
ISIN Code INF194K01342 INF677K01023
Exits Load Bandhan Sterling Value Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 HSBC Value Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name BANDHAN Sterling Value Fund - Regular Plan - Growth HSBC Value Fund - Regular Growth
1 Month 3.26% 3.71%
6 Month -4.15% -5.34%
1 Year 4.29% 5.6%
3 Year 16.66% 21.61%
5 Year 32.83% 28.75%

SIP Return Analysis

Scheme Name BANDHAN Sterling Value Fund - Regular Plan - Growth HSBC Value Fund - Regular Growth
6 Month 1.04% 1%
1 Year -5.28% -5.2%
3 Year 16.54% 21.6%
5 Year 21.75% 22.75%

Rolling Lumpsum Returns

Scheme Name BANDHAN Sterling Value Fund - Regular Plan - Growth HSBC Value Fund - Regular Growth
1 Year 13.57% 13%
3 Year 17.79% 19.13%
5 Year 16.52% 16.98%

Risk Management

Scheme Name BANDHAN Sterling Value Fund - Regular Plan - Growth HSBC Value Fund - Regular Growth
Standard Deviation 13.72% 15.41%
Sharp 0.672% 0.746%
Beta 0.912% 0.998%
Alpha 3.11% 4.795%

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Fund Managers

Scheme Name BANDHAN Sterling Value Fund - Regular Plan - Growth HSBC Value Fund - Regular Growth
Name Ritika Behera Venugopal Manghat
Total AUM ₹43013 Cr ₹41442 Cr
Funds Managed 19 7
BANDHAN Sterling Value Fund - Regular Plan - Growth HSBC Value Fund - Regular Growth

Market Cap

Scheme Name

BANDHAN Sterling Value Fund - Regular Plan - Growth

HSBC Value Fund - Regular Growth

Others 9.33 1.96
Large Cap 59.51 42.84
Small Cap 16.41 38.3
Mid Cap 14.74 16.91

Sector Allocation

Scheme Name

BANDHAN Sterling Value Fund - Regular Plan - Growth

HSBC Value Fund - Regular Growth

Others 9.28 1.47
Basic Materials 8.56 15.28
Energy 8.1 3.01
Technology 8.39 12.9
Industrials 8.15 12.63
Financial Services 28.95 29.68
Healthcare 5.86 1.8
Consumer Cyclical 10.93 8.42
Consumer Defensive 7.36 6.39
Utilities 2.62 1.91
Real Estate 1.78 4.25
Communication Services - 2.24

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