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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) | ₹2237 Cr | ₹13817 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 | -3.49% | -2.32% |
| 6 Month | 6.95% | 13.58% |
| 1 Year | -4.37% | 3.46% |
| 3 Year | 17.94% | 23.69% |
| 5 Year | 27.03% | 26.04% |
SIP Return Analysis
| Scheme Name | Templeton India Value Fund - Growth Plan | HSBC Value Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.27% | 4.49% |
| 1 Year | 0.02% | 6.65% |
| 3 Year | 13.47% | 20.28% |
| 5 Year | 18.21% | 21.4% |
Rolling Lumpsum Returns
| Scheme Name | Templeton India Value Fund - Growth Plan | HSBC Value Fund - Regular Growth |
|---|---|---|
| 1 Year | 17.07% | 12.1% |
| 3 Year | 16.07% | 19.43% |
| 5 Year | 13.73% | 17.57% |
Risk Management
| Scheme Name | Templeton India Value Fund - Growth Plan | HSBC Value Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 12.73% | 14.23% |
| Sharp | 1.06% | 1.22% |
| Beta | 0.91% | 0.99% |
| Alpha | 3.15% | 7.43% |
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 | 8.95 | 4.28 |
| Large Cap | 65.07 | 40.07 |
| Small Cap | 21.53 | 39.66 |
| Mid Cap | 4.44 | 15.98 |
Sector Allocation
| Scheme Name |
Templeton India Value Fund - Growth Plan |
HSBC Value Fund - Regular Growth |
|---|---|---|
| Others | 4.28 | 1.1 |
| Energy | 10.79 | 5.02 |
| Technology | 5.35 | 6.92 |
| Financial Services | 34.55 | 32.89 |
| Basic Materials | 6.84 | 15.32 |
| Healthcare | 6.75 | 1.05 |
| Industrials | 4.76 | 10.52 |
| Consumer Cyclical | 10.05 | 10.56 |
| Real Estate | 2.81 | 3.72 |
| Communication Services | 3.03 | 1.85 |
| Utilities | 5.7 | 2.3 |
| Consumer Defensive | 5.09 | 8.73 |
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