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Templeton India Value Fund vs HSBC Value Fund compare

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tortoise-icon Templeton India Value Fund - Growth Plan

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tortoise-icon HSBC Value Fund - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹2107 Cr ₹12849 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 2.06 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 6.92% 6%
6 Month -4.97% -7.71%
1 Year 5.02% 7.58%
3 Year 20.73% 22.91%
5 Year 31.88% 29.46%

SIP Return Analysis

Scheme Name Templeton India Value Fund - Growth Plan HSBC Value Fund - Regular Growth
6 Month 1.31% -0.47%
1 Year -6.2% -8.09%
3 Year 15.79% 19.11%
5 Year 20.67% 21.05%

Rolling Lumpsum Returns

Scheme Name Templeton India Value Fund - Growth Plan HSBC Value Fund - Regular Growth
1 Year 18.06% 13%
3 Year 15.75% 19.13%
5 Year 13.5% 16.98%

Risk Management

Scheme Name Templeton India Value Fund - Growth Plan HSBC Value Fund - Regular Growth
Standard Deviation 12.73% 15.41%
Sharp 0.92% 0.746%
Beta 0.93% 0.998%
Alpha 4.14% 4.795%

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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 7.8 1.96
Mid Cap 4.16 16.91
Large Cap 68.8 42.84
Small Cap 19.22 38.3

Sector Allocation

Scheme Name

Templeton India Value Fund - Growth Plan

HSBC Value Fund - Regular Growth

Others 5.01 1.47
Fertilizers & Agrochemicals 1.63 -
Petroleum Products 7.44 -
IT - Software 5.86 -
Retailing 1.72 -
Banks 30.87 -
Cement & Cement Products 3.51 -
Pharmaceuticals & Biotechnology 6.49 -
Transport Services 0.55 -
Leisure Services 2.48 -
Ferrous Metals 1.86 -
Realty 2.79 -
Automobiles 7.58 -
Finance 0.41 -
Healthcare Services 0.75 -
Telecom - Services 1.57 -
Gas 2.75 -
Consumer Durables 1.55 -
Industrial Products 1.35 -
Diversified FMCG 3.15 -
Industrial Manufacturing 0.43 -
Oil 2.37 -
Personal Products 1.67 -
Insurance 2.31 -
Power 2.97 -
Commercial Services & Supplies 0.91 -
Energy - 3.01
Technology - 12.9
Industrials - 12.63
Financial Services - 29.68
Basic Materials - 15.28
Healthcare - 1.8
Consumer Cyclical - 8.42
Real Estate - 4.25
Consumer Defensive - 6.39
Communication Services - 2.24
Utilities - 1.91

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