Axis Value Fund vs HSBC Value Fund compare
HSBC Value Fund - Regular Growth
Axis Value Fund - Regular Plan - Growth
Chart Comparison
| Scheme Name | HSBC Value Fund - Regular Growth | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Fund | HSBC Value Fund - Regular Growth | Axis Value Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹13603 Cr | ₹749 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 08 Jan 2010 | 22 Sep 2021 |
| Category | Value | Value |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | Nifty 500 Value 50 TRI |
| Turn Over | 30% | 15% |
| Expense Ratio | 1.72 | 2.34 |
| Manager | Venugopal Manghat | Vinayak Jayanath |
| ISIN Code | INF677K01023 | INF846K013C4 |
| Exits Load | HSBC Value Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Axis Value Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
| Scheme Name | HSBC Value Fund - Regular Growth | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 3.17% | 3.33% |
| 6 Month | 1.57% | 7.27% |
| 1 Year | 26.23% | 29.15% |
| 3 Year | 23.94% | 21.58% |
| 5 Year | 24.48% | - |
| Scheme Name | HSBC Value Fund - Regular Growth | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 18.19% | 21.89% |
| 3 Year | 30.38% | 29.89% |
| 5 Year | 28.99% | - |
| Scheme Name | HSBC Value Fund - Regular Growth | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 12.72% | 27.92% |
| 3 Year | 18.93% | 20.54% |
| 5 Year | 16.67% | - |
| Scheme Name | HSBC Value Fund - Regular Growth | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.39% | 14.73% |
| Sharp | 1.4% | - |
| Beta | 0.95% | - |
| Alpha | 6.42% | - |
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| Scheme Name | HSBC Value Fund - Regular Growth | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Name | Venugopal Manghat | Vinayak Jayanath |
| Total AUM | ₹41442 Cr | ₹0 Cr |
| Fund Manage | 7 | 18 |
| HSBC Value Fund - Regular Growth | Axis Value Fund - Regular Plan - Growth |
| Scheme Name |
HSBC Value Fund - Regular Growth |
Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Others | 4.31 | 8.36 |
| Large Cap | 40.01 | 55.53 |
| Small Cap | 37.19 | 20.69 |
| Mid Cap | 18.49 | 15.41 |
| Scheme Name |
HSBC Value Fund - Regular Growth |
Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Others | 1.15 | 3.82 |
| Energy | 7.65 | 9.98 |
| Technology | 8.67 | 5.11 |
| Construction | 12.25 | 7.02 |
| Financial | 24.61 | 18.59 |
| Metals & Mining | 8.25 | 3.03 |
| Automobile | 6.67 | 13.4 |
| Healthcare | 2 | 10.7 |
| Services | 3.92 | 5.02 |
| Consumer Staples | 5.74 | 1.72 |
| Capital Goods | 9.78 | 8.99 |
| Chemicals | 1.88 | 0.5 |
| Materials | 3.91 | 2.85 |
| Communication | 1.87 | 3.53 |
| Textiles | 1.65 | - |
| Insurance | - | 1.71 |
| Consumer Discretionary | - | 2.4 |
| Diversified | - | 1.62 |
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