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HSBC Value Fund vs Canara Robeco 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) | ₹13817 Cr | ₹1308 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 | -2.32% | -2.71% |
| 6 Month | 13.58% | 10.18% |
| 1 Year | 3.46% | 0.28% |
| 3 Year | 23.69% | 17.81% |
| 5 Year | 26.04% | - |
SIP Return Analysis
| Scheme Name | HSBC Value Fund - Regular Growth | Canara Robeco Value Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 4.49% | 2.18% |
| 1 Year | 6.65% | 2.25% |
| 3 Year | 20.28% | 14.62% |
| 5 Year | 21.4% | - |
Rolling Lumpsum Returns
| Scheme Name | HSBC Value Fund - Regular Growth | Canara Robeco Value Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 12.1% | 20.26% |
| 3 Year | 19.43% | 20.59% |
| 5 Year | 17.57% | - |
Risk Management
| Scheme Name | HSBC Value Fund - Regular Growth | Canara Robeco Value Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 14.23% | 12.79% |
| Sharp | 1.22% | 0.98% |
| Beta | 0.99% | 0.93% |
| Alpha | 7.43% | 3.13% |
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 | 4.28 | 6.29 |
| Large Cap | 40.07 | 60.44 |
| Small Cap | 39.66 | 26.26 |
| Mid Cap | 15.98 | 7.01 |
Sector Allocation
| Scheme Name |
HSBC Value Fund - Regular Growth |
Canara Robeco Value Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 1.1 | 5.16 |
| Energy | 5.02 | 7.94 |
| Industrials | 10.52 | 10.58 |
| Technology | 6.92 | 7.53 |
| Consumer Defensive | 8.73 | 7.48 |
| Financial Services | 32.89 | 30.54 |
| Basic Materials | 15.32 | 5.57 |
| Healthcare | 1.05 | 8.16 |
| Consumer Cyclical | 10.56 | 6.85 |
| Real Estate | 3.72 | 2.03 |
| Utilities | 2.3 | 4.35 |
| Communication Services | 1.85 | 3.81 |
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