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HSBC Value Fund vs Templeton India Value Fund compare
Templeton India Value Fund - Growth Plan
HSBC Value Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | Templeton India Value Fund - Growth Plan | HSBC Value Fund - Regular Growth |
|---|---|---|
| Fund | Templeton India Value Fund - Growth Plan | HSBC Value Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Very High |
| Asset Size (Cr) | ₹2319 Cr | ₹14553 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 04 Sep 2003 | 08 Jan 2010 |
| Category | Value | Value |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 34.8% | 30% |
| Expense Ratio | 2.05 | 1.72 |
| Manager | Rajasa Kakulavarapu | Venugopal Manghat |
| ISIN Code | INF090I01296 | INF677K01023 |
| Exits Load | Templeton India Value Fund - 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 | Templeton India Value Fund - Growth Plan | HSBC Value Fund - Regular Growth |
|---|---|---|
| 1 Month | 1.88% | 1.51% |
| 6 Month | 4.25% | 3.87% |
| 1 Year | 6.76% | 6.02% |
| 3 Year | 19.05% | 24.63% |
| 5 Year | 22.76% | 22.92% |
SIP Return Analysis
| Scheme Name | Templeton India Value Fund - Growth Plan | HSBC Value Fund - Regular Growth |
|---|---|---|
| 6 Month | 2.26% | 0.82% |
| 1 Year | 11.18% | 12.65% |
| 3 Year | 13.45% | 17.74% |
| 5 Year | 17.03% | 19.94% |
Rolling Lumpsum Returns
| Scheme Name | Templeton India Value Fund - Growth Plan | HSBC Value Fund - Regular Growth |
|---|---|---|
| 1 Year | 16.46% | 11.28% |
| 3 Year | 16.39% | 19.83% |
| 5 Year | 13.95% | 17.96% |
Risk Management
| Scheme Name | Templeton India Value Fund - Growth Plan | HSBC Value Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 12.73% | 14.14% |
| Sharp | 0.85% | 1.07% |
| Beta | 0.9% | 1.01% |
| Alpha | 1.52% | 6.42% |
Fund Managers
| Scheme Name | Templeton India Value Fund - Growth Plan | HSBC Value Fund - Regular Growth |
|---|---|---|
| Name | Rajasa Kakulavarapu | Venugopal Manghat |
| Total AUM | ₹28545 Cr | ₹41442 Cr |
| Funds Managed | 10 | 7 |
| Templeton India Value Fund - Growth Plan | HSBC Value Fund - Regular Growth |
Market Cap
| Scheme Name |
Templeton India Value Fund - Growth Plan |
HSBC Value Fund - Regular Growth |
|---|---|---|
| Others | 8.37 | 4.64 |
| Large Cap | 66.91 | 41.67 |
| Small Cap | 21.48 | 34.78 |
| Mid Cap | 3.24 | 18.91 |
Sector Allocation
| Scheme Name |
Templeton India Value Fund - Growth Plan |
HSBC Value Fund - Regular Growth |
|---|---|---|
| Others | 3.31 | 1.72 |
| Energy | 10.96 | 6.08 |
| Technology | 9.75 | 6.64 |
| Financial Services | 33 | 36.76 |
| Basic Materials | 6.34 | 11.21 |
| Healthcare | 6.03 | 1.07 |
| Industrials | 6.38 | 8.47 |
| Consumer Cyclical | 8.23 | 12.69 |
| Real Estate | 2.87 | 4.17 |
| Communication Services | 2.93 | 1.93 |
| Utilities | 5.58 | 1.67 |
| Consumer Defensive | 4.62 | 7.59 |
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