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
| 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) | ₹6225 Cr | ₹13359 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 05 Mar 2008 | 20 Jan 2013 |
| Category | Value | Value |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 83% | 30% |
| Expense Ratio | 1.88 | 1.73 |
| Manager | Dhaval Joshi | Venugopal Manghat |
| ISIN Code | INF209K01LF3 | INF677K01023 |
| Exits Load | Exit load of 1%, if redeemed within 90 days./365 | Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365 |
| Scheme Name | Aditya Birla Sun Life Pure Value Fund - Growth Option | HSBC Value Fund - Regular Growth |
|---|---|---|
| 1 Month | 1.29% | 0.24% |
| 6 Month | 19.41% | 19.56% |
| 1 Year | 41.99% | 52.81% |
| 3 Year | 20.57% | 26.79% |
| 5 Year | 24.62% | 26.83% |
| Scheme Name | Aditya Birla Sun Life Pure Value Fund - Growth Option | HSBC Value Fund - Regular Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 15.79% | 25.04% |
| 3 Year | 47.46% | 60.62% |
| 5 Year | 89.45% | 111.62% |
| Scheme Name | Aditya Birla Sun Life Pure Value Fund - Growth Option | HSBC Value Fund - Regular Growth |
|---|---|---|
| 1 Year | 26.13% | 28.85% |
| 3 Year | 67.25% | 78.63% |
| 5 Year | 99.67% | 120.09% |
| Scheme Name | Aditya Birla Sun Life Pure Value Fund - Growth Option | HSBC Value Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 15.69% | 13.39% |
| Sharp | 0.95% | 1.4% |
| Beta | 1.15% | 0.95% |
| Alpha | 2.84% | 6.42% |
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| 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 |
| Fund Manage | 55 | 7 |
| Aditya Birla Sun Life Pure Value Fund - Growth Option | HSBC Value Fund - Regular Growth |
| Scheme Name |
Aditya Birla Sun Life Pure Value Fund - Growth Option |
HSBC Value Fund - Regular Growth |
|---|---|---|
| Others | 1.3 | 4.31 |
| Large Cap | 44.86 | 40.01 |
| Small Cap | 40.77 | 37.19 |
| Mid Cap | 13.08 | 18.49 |
| Scheme Name |
Aditya Birla Sun Life Pure Value Fund - Growth Option |
HSBC Value Fund - Regular Growth |
|---|---|---|
| Others | 1.3 | 1.15 |
| Energy | 12.71 | 7.65 |
| Technology | 10.75 | 8.67 |
| Automobile | 6.39 | 6.67 |
| Materials | 5.07 | 3.91 |
| Construction | 6.06 | 12.25 |
| Financial | 22.67 | 24.61 |
| Healthcare | 7.28 | 2 |
| Capital Goods | 4.03 | 9.78 |
| Consumer Staples | 3.89 | 5.74 |
| Chemicals | 1.47 | 1.88 |
| Metals & Mining | 11.27 | 8.25 |
| Insurance | 0.71 | - |
| Communication | 1.05 | 1.87 |
| Consumer Discretionary | 0.81 | - |
| Services | 3.91 | 3.92 |
| Textiles | 0.64 | 1.65 |
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