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) | ₹13359 Cr | ₹620 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 20 Jan 2013 | 15 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 | 1.73 | 2.38 |
Manager | Venugopal Manghat | Vinayak Jayanath |
ISIN Code | INF677K01023 | INF846K013C4 |
Exits Load | Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365 | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365 |
Scheme Name | HSBC Value Fund - Regular Growth | Axis Value Fund - Regular Plan - Growth |
---|---|---|
1 Month | 0.24% | 3.98% |
6 Month | 19.56% | 24.27% |
1 Year | 52.81% | 52.27% |
3 Year | 26.79% | - |
5 Year | 26.83% | - |
Scheme Name | HSBC Value Fund - Regular Growth | Axis Value Fund - Regular Plan - Growth |
---|---|---|
6 Month | - | - |
1 Year | 25.04% | 20.18% |
3 Year | 60.62% | 48.25% |
5 Year | 111.62% | 48.25% |
Scheme Name | HSBC Value Fund - Regular Growth | Axis Value Fund - Regular Plan - Growth |
---|---|---|
1 Year | 28.85% | 23.75% |
3 Year | 78.63% | 55.07% |
5 Year | 120.09% | 55.07% |
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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Get Free Experts GuidanceScheme 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 |
---|---|---|
Large Cap | 40.01 | 55.53 |
Mid Cap | 18.49 | 15.41 |
Small Cap | 37.19 | 20.69 |
Others | 4.31 | 8.36 |
Scheme Name |
HSBC Value Fund - Regular Growth |
Axis Value Fund - Regular Plan - Growth |
---|---|---|
Energy | 7.65 | 9.98 |
Metals & Mining | 8.25 | 3.03 |
Financial | 24.61 | 18.59 |
Automobile | 6.67 | 13.4 |
Capital Goods | 9.78 | 8.99 |
Construction | 12.25 | 7.02 |
Services | 3.92 | 5.02 |
Healthcare | 2 | 10.7 |
Communication | 1.87 | 3.53 |
Technology | 8.67 | 5.11 |
Materials | 3.91 | 2.85 |
Others | 1.15 | 3.82 |
Consumer Staples | 5.74 | 1.72 |
Chemicals | 1.88 | 0.5 |
Textiles | 1.65 | - |
Diversified | - | 1.62 |
Consumer Discretionary | - | 2.4 |
Insurance | - | 1.71 |
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