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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) | ₹2209 Cr | ₹13532 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 | 2.91% | 2.47% |
| 6 Month | 12.8% | 19.81% |
| 1 Year | -5.22% | -0.68% |
| 3 Year | 17.6% | 23.67% |
| 5 Year | 26.73% | 25.54% |
SIP Return Analysis
| Scheme Name | Templeton India Value Fund - Growth Plan | HSBC Value Fund - Regular Growth |
|---|---|---|
| 6 Month | 2.17% | 2.83% |
| 1 Year | 6.33% | 10.24% |
| 3 Year | 14.26% | 19.91% |
| 5 Year | 18.19% | 20.97% |
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% | 14.40% |
| Sharp | 0.88% | 1.05% |
| Beta | 0.9% | 1.00% |
| Alpha | 2.75% | 7.19% |
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 | 8.34 | 4.15 |
| Large Cap | 65.64 | 42 |
| Small Cap | 21.23 | 38.53 |
| Mid Cap | 4.79 | 15.32 |
Sector Allocation
| Scheme Name |
Templeton India Value Fund - Growth Plan |
HSBC Value Fund - Regular Growth |
|---|---|---|
| Others | 3.5 | 1.07 |
| Energy | 10.69 | 4.82 |
| Technology | 6.57 | 7.6 |
| Financial Services | 34.14 | 31.93 |
| Basic Materials | 6.78 | 14.76 |
| Healthcare | 6.54 | 1 |
| Industrials | 5.59 | 10.31 |
| Consumer Cyclical | 9.42 | 11.55 |
| Real Estate | 2.89 | 3.39 |
| Communication Services | 2.96 | 1.87 |
| Utilities | 5.86 | 2.34 |
| Consumer Defensive | 5.05 | 9.36 |
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