HSBC Value Fund vs Axis Value Fund compare

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tortoise-icon HSBC Value Fund - Regular Growth

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tortoise-icon Axis Value Fund - Regular Plan - Growth

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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 0.24% 3.98%
6 Month 19.56% 24.27%
1 Year 52.81% 52.27%
3 Year 26.79% -
5 Year 26.83% -

SIP Return Analysis

Scheme Name HSBC Value Fund - Regular Growth Axis Value Fund - Regular Plan - Growth
6 Month - -
1 Year 25.04% 20.18%
3 Year 60.62% 48.25%
5 Year 111.62% 48.25%

Rolling Lumpsum Returns

Scheme Name HSBC Value Fund - Regular Growth Axis Value Fund - Regular Plan - Growth
1 Year 12.74% 27%
3 Year 19.02% 20.97%
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% -

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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

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