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HSBC Value Fund vs Aditya Birla Sun Life Pure Value Fund compare
Aditya Birla Sun Life Pure Value Fund - Growth Option
HSBC Value Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Pure Value Fund - Growth Option | HSBC Value Fund - Regular Growth |
|---|---|---|
| Fund | Aditya Birla Sun Life Pure Value Fund - Growth Option | HSBC Value Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹5929 Cr | ₹12849 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 27 Mar 2008 | 08 Jan 2010 |
| Category | Value | Value |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 83% | 30% |
| Expense Ratio | 1.88 | 1.72 |
| Manager | Dhaval Joshi | Venugopal Manghat |
| ISIN Code | INF209K01LF3 | INF677K01023 |
| Exits Load | Aditya Birla Sun Life Pure Value Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 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 | Aditya Birla Sun Life Pure Value Fund - Growth Option | HSBC Value Fund - Regular Growth |
|---|---|---|
| 1 Month | 9.27% | 8.32% |
| 6 Month | -15.33% | -13.07% |
| 1 Year | 3.58% | 7.54% |
| 3 Year | 18% | 19.47% |
| 5 Year | 29.07% | 31.76% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Pure Value Fund - Growth Option | HSBC Value Fund - Regular Growth |
|---|---|---|
| 6 Month | -7.16% | -6.81% |
| 1 Year | -13.54% | -12.32% |
| 3 Year | 17.27% | 19.95% |
| 5 Year | 19.68% | 22.28% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Pure Value Fund - Growth Option | HSBC Value Fund - Regular Growth |
|---|---|---|
| 1 Year | 14.12% | 13% |
| 3 Year | 17.65% | 19.13% |
| 5 Year | 17.36% | 16.98% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Pure Value Fund - Growth Option | HSBC Value Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 15.69% | 15.41% |
| Sharp | 0.61% | 0.746% |
| Beta | 1.13% | 0.998% |
| Alpha | 2.86% | 4.795% |
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Fund Managers
| Scheme Name | Aditya Birla Sun Life Pure Value Fund - Growth Option | HSBC Value Fund - Regular Growth |
|---|---|---|
| Name | Dhaval Joshi | Venugopal Manghat |
| Total AUM | ₹361932 Cr | ₹41442 Cr |
| Funds Managed | 55 | 7 |
| Aditya Birla Sun Life Pure Value Fund - Growth Option | HSBC Value Fund - Regular Growth |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Pure Value Fund - Growth Option |
HSBC Value Fund - Regular Growth |
|---|---|---|
| Others | 5.81 | 1.96 |
| Large Cap | 39.96 | 42.84 |
| Small Cap | 40.01 | 38.3 |
| Mid Cap | 14.23 | 16.91 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Pure Value Fund - Growth Option |
HSBC Value Fund - Regular Growth |
|---|---|---|
| Others | 2.04 | 1.47 |
| Energy | 5.45 | 3.01 |
| Utilities | 5.72 | 1.91 |
| Technology | 10.71 | 12.9 |
| Consumer Cyclical | 14.42 | 8.42 |
| Healthcare | 7.77 | 1.8 |
| Industrials | 15.78 | 12.63 |
| Financial Services | 19.38 | 29.68 |
| Basic Materials | 12.53 | 15.28 |
| Consumer Defensive | 2.54 | 6.39 |
| Communication Services | 0.92 | 2.24 |
| Real Estate | 2.73 | 4.25 |
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