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Axis Value Fund vs HSBC Value Fund compare
HSBC Value Fund - Regular Growth
Axis Value Fund - Regular Plan - Growth
Chart Comparison
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 | Very High |
| 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 |
Trailing Lumpsum Returns
| Scheme Name | HSBC Value Fund - Regular Growth | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 5.03% | 2.83% |
| 6 Month | -3.76% | -4.06% |
| 1 Year | 10.24% | 13.59% |
| 3 Year | 21.46% | 20.9% |
| 5 Year | 30.61% | - |
SIP Return Analysis
| Scheme Name | HSBC Value Fund - Regular Growth | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -0.64% | -1.97% |
| 1 Year | -6.13% | -5.13% |
| 3 Year | 21.25% | 21.18% |
| 5 Year | 22.66% | - |
Rolling Lumpsum Returns
| 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% | - |
Risk Management
| Scheme Name | HSBC Value Fund - Regular Growth | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 15.41% | 14.624% |
| Sharp | 0.746% | 0.892% |
| Beta | 0.998% | 1.009% |
| Alpha | 4.795% | 4.878% |
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Fund Managers
| Scheme Name | HSBC Value Fund - Regular Growth | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Name | Venugopal Manghat | Vinayak Jayanath |
| Total AUM | ₹41442 Cr | ₹0 Cr |
| Funds Managed | 7 | 18 |
| HSBC Value Fund - Regular Growth | Axis Value Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
HSBC Value Fund - Regular Growth |
Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Others | 1.96 | 12.87 |
| Large Cap | 42.84 | 54.32 |
| Small Cap | 38.3 | 22.81 |
| Mid Cap | 16.91 | 10 |
Sector Allocation
| Scheme Name |
HSBC Value Fund - Regular Growth |
Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Others | 1.47 | 12.38 |
| Energy | 3.01 | 4.08 |
| Technology | 12.9 | 11.68 |
| Industrials | 12.63 | 9.27 |
| Financial Services | 29.68 | 22.13 |
| Basic Materials | 15.28 | 3.51 |
| Healthcare | 1.8 | 11.75 |
| Consumer Cyclical | 8.42 | 11.04 |
| Real Estate | 4.25 | 4.66 |
| Consumer Defensive | 6.39 | 2.83 |
| Communication Services | 2.24 | 3.35 |
| Utilities | 1.91 | 3.32 |
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