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BANDHAN Sterling Value Fund vs HSBC Value Fund compare
BANDHAN Sterling Value Fund - Regular Plan - Growth
HSBC Value Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | BANDHAN Sterling Value Fund - Regular Plan - Growth | HSBC Value Fund - Regular Growth |
|---|---|---|
| Fund | BANDHAN Sterling Value Fund - Regular Plan - Growth | HSBC Value Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹9587 Cr | ₹12849 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 07 Mar 2008 | 08 Jan 2010 |
| Category | Value | Value |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 | NIFTY 500 TRI |
| Turn Over | 15% | 30% |
| Expense Ratio | 1.77 | 1.72 |
| Manager | Ritika Behera | Venugopal Manghat |
| ISIN Code | INF194K01342 | INF677K01023 |
| Exits Load | Bandhan Sterling Value Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | HSBC Value Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | BANDHAN Sterling Value Fund - Regular Plan - Growth | HSBC Value Fund - Regular Growth |
|---|---|---|
| 1 Month | 5.57% | 8.24% |
| 6 Month | -12.52% | -13.26% |
| 1 Year | 4.59% | 7.54% |
| 3 Year | 16.04% | 20.16% |
| 5 Year | 35.72% | 31.56% |
SIP Return Analysis
| Scheme Name | BANDHAN Sterling Value Fund - Regular Plan - Growth | HSBC Value Fund - Regular Growth |
|---|---|---|
| 6 Month | -4.49% | -6.81% |
| 1 Year | -10.02% | -12.32% |
| 3 Year | 15.45% | 19.95% |
| 5 Year | 21.96% | 22.28% |
Rolling Lumpsum Returns
| Scheme Name | BANDHAN Sterling Value Fund - Regular Plan - Growth | HSBC Value Fund - Regular Growth |
|---|---|---|
| 1 Year | 13.57% | 13% |
| 3 Year | 17.79% | 19.13% |
| 5 Year | 16.52% | 16.98% |
Risk Management
| Scheme Name | BANDHAN Sterling Value Fund - Regular Plan - Growth | HSBC Value Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 13.72% | 15.41% |
| Sharp | 0.672% | 0.746% |
| Beta | 0.912% | 0.998% |
| Alpha | 3.11% | 4.795% |
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Fund Managers
| Scheme Name | BANDHAN Sterling Value Fund - Regular Plan - Growth | HSBC Value Fund - Regular Growth |
|---|---|---|
| Name | Ritika Behera | Venugopal Manghat |
| Total AUM | ₹43013 Cr | ₹41442 Cr |
| Funds Managed | 19 | 7 |
| BANDHAN Sterling Value Fund - Regular Plan - Growth | HSBC Value Fund - Regular Growth |
Market Cap
| Scheme Name |
BANDHAN Sterling Value Fund - Regular Plan - Growth |
HSBC Value Fund - Regular Growth |
|---|---|---|
| Others | 9.33 | 1.96 |
| Large Cap | 59.51 | 42.84 |
| Small Cap | 16.41 | 38.3 |
| Mid Cap | 14.74 | 16.91 |
Sector Allocation
| Scheme Name |
BANDHAN Sterling Value Fund - Regular Plan - Growth |
HSBC Value Fund - Regular Growth |
|---|---|---|
| Others | 9.28 | 1.47 |
| Basic Materials | 8.56 | 15.28 |
| Energy | 8.1 | 3.01 |
| Technology | 8.39 | 12.9 |
| Industrials | 8.15 | 12.63 |
| Financial Services | 28.95 | 29.68 |
| Healthcare | 5.86 | 1.8 |
| Consumer Cyclical | 10.93 | 8.42 |
| Consumer Defensive | 7.36 | 6.39 |
| Utilities | 2.62 | 1.91 |
| Real Estate | 1.78 | 4.25 |
| Communication Services | - | 2.24 |
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