Axis Value Fund vs HSBC Value Fund compare

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HSBC Value Fund - Regular Growth

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Axis Value Fund - Regular Plan - Growth

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Chart Comparison

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

Overview

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 Risk	Very High Risk
Asset Size (Cr)	₹12849 Cr	₹785 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	2.33
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	-5.61%	-5.89%
6 Month	-12.27%	-10.36%
1 Year	3.71%	9.28%
3 Year	19.06%	19.05%
5 Year	20.62%	-

Scheme Name	HSBC Value Fund - Regular Growth	Axis Value Fund - Regular Plan - Growth
6 Month	-	-
1 Year	-12.07%	-5.32%
3 Year	19.11%	20.68%
5 Year	22.48%	-

Scheme Name	HSBC Value Fund - Regular Growth	Axis Value Fund - Regular Plan - Growth
1 Year	13%	28.41%
3 Year	19.13%	20.86%
5 Year	16.98%	-

Scheme Name	HSBC Value Fund - Regular Growth	Axis Value Fund - Regular Plan - Growth
Standard Deviation	14.333%	14.624%
Sharp	0.927%	0.892%
Beta	0.966%	1.009%
Alpha	5.46%	4.878%

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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	1.61	8.36
Small Cap	39.46	20.69
Large Cap	41.59	55.53
Mid Cap	17.34	15.41

Scheme Name	HSBC Value Fund - Regular Growth	Axis Value Fund - Regular Plan - Growth
Others	1.61	3.82
Realty	4.64	-
Petroleum Products	2.83	-
IT - Software	12.17	-
Construction	8.44	7.02
Banks	19.77	-
Non - Ferrous Metals	0.79	-
Agricultural, Commercial & Construction Vehicles	0.84	-
Pharmaceuticals & Biotechnology	1.85	-
Leisure Services	2.24	-
Paper, Forest & Jute Products	2.41	-
Aerospace & Defense	0.5	-
Chemicals & Petrochemicals	0.8	-
Fertilizers & Agrochemicals	3.84	-
Automobiles	3.51	-
Agricultural Food & other Products	1.46	-
Finance	5.04	-
Industrial Products	4.54	-
Diversified FMCG	1.72	-
Electrical Equipment	2.25	-
Beverages	1.56	-
Ferrous Metals	2.86	-
Cigarettes & Tobacco Products	1.47	-
Auto Components	0.68	-
Cement & Cement Products	2.14	-
Consumer Durables	0.17	-
Telecom - Services	2.07	-
Personal Products	0.45	-
Power	1.86	-
Capital Markets	3.67	-
Textiles & Apparels	1.82	-
Energy	-	9.98
Technology	-	5.11
Consumer Staples	-	1.72
Financial	-	18.59
Healthcare	-	10.7
Metals & Mining	-	3.03
Capital Goods	-	8.99
Insurance	-	1.71
Automobile	-	13.4
Services	-	5.02
Communication	-	3.53
Consumer Discretionary	-	2.4
Diversified	-	1.62
Materials	-	2.85
Chemicals	-	0.5