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 | -6.37% | -3.55% |
| 6 Month | -5.75% | 0.06% |
| 1 Year | 15.44% | 20.89% |
| 3 Year | 19.51% | 19.96% |
| 5 Year | 22.12% | - |
| Scheme Name | HSBC Value Fund - Regular Growth | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 2.11% | 11.86% |
| 3 Year | 24.84% | 26.78% |
| 5 Year | 25.67% | - |
| 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 | 0.67 | 8.36 |
| Small Cap | 41.56 | 20.69 |
| Large Cap | 44.27 | 55.53 |
| Mid Cap | 13.5 | 15.41 |
| Scheme Name |
HSBC Value Fund - Regular Growth |
Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Others | 0.67 | 3.82 |
| Realty | 4.63 | - |
| Petroleum Products | 3.39 | - |
| IT - Software | 11.72 | - |
| Construction | 8.01 | 7.02 |
| Banks | 20.39 | - |
| Non - Ferrous Metals | 0.85 | - |
| Agricultural, Commercial & Construction Vehicles | 0.89 | - |
| Pharmaceuticals & Biotechnology | 1.73 | - |
| Leisure Services | 1.81 | - |
| Paper, Forest & Jute Products | 2.53 | - |
| Aerospace & Defense | 0.53 | - |
| Chemicals & Petrochemicals | 0.87 | - |
| Fertilizers & Agrochemicals | 3.76 | - |
| Automobiles | 3.5 | - |
| Agricultural Food & other Products | 1.58 | - |
| Finance | 5.34 | - |
| Industrial Products | 4.69 | - |
| Diversified FMCG | 1.17 | - |
| Electrical Equipment | 1.89 | - |
| Beverages | 1.53 | - |
| Ferrous Metals | 2.77 | - |
| Cigarettes & Tobacco Products | 1.55 | - |
| Auto Components | 0.69 | - |
| Cement & Cement Products | 2 | - |
| Consumer Durables | 0.19 | - |
| Telecom - Services | 2 | - |
| Personal Products | 0.5 | - |
| Power | 3.46 | - |
| Capital Markets | 3.61 | - |
| Textiles & Apparels | 1.75 | - |
| 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 |
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