- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
Templeton India Value Fund vs HSBC 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) | ₹2198 Cr | ₹13712 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 | 3.54% | 3.22% |
| 6 Month | 4.63% | 8.01% |
| 1 Year | 5.55% | 8.51% |
| 3 Year | 17.44% | 23.48% |
| 5 Year | 25% | 24.5% |
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 | 7.93 | 3.69 |
| Large Cap | 65.1 | 42.58 |
| Small Cap | 22.64 | 35.76 |
| Mid Cap | 4.33 | 17.97 |
Sector Allocation
| Scheme Name |
Templeton India Value Fund - Growth Plan |
HSBC Value Fund - Regular Growth |
|---|---|---|
| Others | 2.93 | 0.83 |
| Energy | 11.02 | 5.36 |
| Technology | 6.3 | 7.28 |
| Financial Services | 34.14 | 34.01 |
| Basic Materials | 6.89 | 13.5 |
| Healthcare | 6.29 | 0.99 |
| Industrials | 6.29 | 10.54 |
| Consumer Cyclical | 9.2 | 11.66 |
| Real Estate | 3.12 | 3.36 |
| Communication Services | 2.86 | 1.83 |
| Utilities | 6.08 | 2.39 |
| Consumer Defensive | 4.88 | 8.26 |
Top Comparisons
Nippon India Short Duration Fund-Growth Plan
3Y Returns7.71%
INVESCO INDIA SHORT DURATION FUND - Growth
3Y Returns7.31%
ICICI Prudential Nifty Next 50 Index Fund - Growth
3Y Returns17.02%
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option
3Y Returns13.38%
Franklin India Flexi Cap Fund - Growth
3Y Returns17.83%
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
3Y Returns17.31%
HDFC Hybrid Debt Fund - Growth Plan
3Y Returns10.06%
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan
3Y Returns9.19%
