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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) | ₹2260 Cr | ₹14342 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 | 1.5% | 1.73% |
| 6 Month | 4.52% | 7.71% |
| 1 Year | 6.23% | 8.78% |
| 3 Year | 17.44% | 23.69% |
| 5 Year | 24.36% | 24.26% |
SIP Return Analysis
| Scheme Name | Templeton India Value Fund - Growth Plan | HSBC Value Fund - Regular Growth |
|---|---|---|
| 6 Month | 2.61% | 2.72% |
| 1 Year | 11.8% | 16.27% |
| 3 Year | 13.88% | 19.37% |
| 5 Year | 17.23% | 20.61% |
Rolling Lumpsum Returns
| Scheme Name | Templeton India Value Fund - Growth Plan | HSBC Value Fund - Regular Growth |
|---|---|---|
| 1 Year | 16.58% | 11.49% |
| 3 Year | 16.34% | 19.72% |
| 5 Year | 13.91% | 17.81% |
Risk Management
| Scheme Name | Templeton India Value Fund - Growth Plan | HSBC Value Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 12.73% | 14.15% |
| Sharp | 0.91% | 1.12% |
| Beta | 0.9% | 1.00% |
| Alpha | 1.7% | 6.35% |
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 | 8.99 | 4.43 |
| Large Cap | 64.65 | 41.57 |
| Small Cap | 22.98 | 34.55 |
| Mid Cap | 3.38 | 19.45 |
Sector Allocation
| Scheme Name |
Templeton India Value Fund - Growth Plan |
HSBC Value Fund - Regular Growth |
|---|---|---|
| Others | 4.17 | 1.8 |
| Energy | 11.06 | 6.14 |
| Technology | 6.47 | 6.15 |
| Financial Services | 33.29 | 36.36 |
| Basic Materials | 7.08 | 12.59 |
| Healthcare | 6.13 | 1 |
| Industrials | 6.32 | 9.63 |
| Consumer Cyclical | 8.64 | 11.3 |
| Real Estate | 3.04 | 3.54 |
| Communication Services | 2.93 | 1.92 |
| Utilities | 6.01 | 1.75 |
| Consumer Defensive | 4.87 | 7.82 |
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