HSBC Value Fund vs Axis Value Fund compare

Link copied to clipboard!

tortoise-icon HSBC Value Fund - Regular Growth

Invest Now

tortoise-icon Axis Value Fund - Regular Plan - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹13359 Cr ₹620 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 20 Jan 2013 15 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 1.73 2.38
Manager Venugopal Manghat Vinayak Jayanath
ISIN Code INF677K01023 INF846K013C4
Exits Load Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365 Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365

Trailing Lumpsum Returns

Scheme Name HSBC Value Fund - Regular Growth Axis Value Fund - Regular Plan - Growth
1 Month -5.63% -5.01%
6 Month 6.72% 11.17%
1 Year 34% 37.08%
3 Year 21.56% 19.39%
5 Year 24.02% -

SIP Return Analysis

Scheme Name HSBC Value Fund - Regular Growth Axis Value Fund - Regular Plan - Growth
6 Month - -
1 Year 26.03% 29.22%
3 Year 31.72% 30.53%
5 Year 29.51% -

Rolling Lumpsum Returns

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% -

Risk Management

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% -

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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
Fund Manage 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 4.31 8.36
Large Cap 40.01 55.53
Small Cap 37.19 20.69
Mid Cap 18.49 15.41

Sector Allocation

Scheme Name

HSBC Value Fund - Regular Growth

Axis Value Fund - Regular Plan - Growth

Others 1.15 3.82
Energy 7.65 9.98
Technology 8.67 5.11
Construction 12.25 7.02
Financial 24.61 18.59
Metals & Mining 8.25 3.03
Automobile 6.67 13.4
Healthcare 2 10.7
Services 3.92 5.02
Consumer Staples 5.74 1.72
Capital Goods 9.78 8.99
Chemicals 1.88 0.5
Materials 3.91 2.85
Communication 1.87 3.53
Textiles 1.65 -
Insurance - 1.71
Consumer Discretionary - 2.4
Diversified - 1.62

Top Comparisons

Nippon India Banking  & PSU Debt Fund- Growth Plan- Growth Option Nippon India Banking & PSU Debt Fund- Growth Plan- Growth Option

3Y Returns5.75%

VS

UTI Banking & PSU Fund- Regular Plan - Growth Option UTI Banking & PSU Fund- Regular Plan - Growth Option

3Y Returns8.04%

Compare Now

Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option

3Y Returns15.15%

VS

Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth

3Y Returns10.85%

Compare Now

ICICI Prudential Large & Mid Cap Fund - Growth ICICI Prudential Large & Mid Cap Fund - Growth

3Y Returns19.04%

VS

Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth

3Y Returns14.11%

Compare Now

UTI Corporate Bond Fund - Regular Plan - Growth Option UTI Corporate Bond Fund - Regular Plan - Growth Option

3Y Returns5.87%

VS

HSBC Corporate Bond Fund - Regular Growth HSBC Corporate Bond Fund - Regular Growth

3Y Returns5.42%

Compare Now
Request call back
Add to Cart Successfully