HSBC Value Fund vs Axis Value Fund compare
HSBC Value Fund - Regular Growth
Invest NowAxis Value Fund - Regular Plan - Growth
Invest NowChart Comparison
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 |
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% | - |
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% | - |
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% | - |
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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Get Free Experts GuidanceScheme 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 |
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 |
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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