HSBC Value Fund vs BANDHAN Sterling Value Fund compare

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tortoise-icon BANDHAN Sterling Value Fund - Regular Plan - Growth

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tortoise-icon HSBC Value Fund - Regular Growth

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Chart Comparison

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

Overview

Scheme Name BANDHAN Sterling Value Fund - Regular Plan - Growth HSBC Value Fund - Regular Growth
Fund BANDHAN Sterling Value Fund - Regular Plan - Growth HSBC Value Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹9754 Cr ₹13359 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 07 Mar 2008 20 Jan 2013
Category Value Value
Fund Type Open Ended Open Ended
Benchmark BSE 500 NIFTY 500 TRI
Turn Over 15% 30%
Expense Ratio 1.75 1.73
Manager Ritika Behera Venugopal Manghat
ISIN Code INF194K01342 INF677K01023
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 1 year./365

Trailing Lumpsum Returns

Scheme Name BANDHAN Sterling Value Fund - Regular Plan - Growth HSBC Value Fund - Regular Growth
1 Month 1.4% 0.24%
6 Month 18.13% 19.56%
1 Year 40.76% 52.81%
3 Year 24.88% 26.79%
5 Year 28.3% 26.83%

SIP Return Analysis

Scheme Name BANDHAN Sterling Value Fund - Regular Plan - Growth HSBC Value Fund - Regular Growth
6 Month - -
1 Year 18.1% 25.04%
3 Year 46.48% 60.62%
5 Year 109.75% 111.62%

Rolling Lumpsum Returns

Scheme Name BANDHAN Sterling Value Fund - Regular Plan - Growth HSBC Value Fund - Regular Growth
1 Year 15.37% 12.74%
3 Year 18.54% 19.02%
5 Year 16.8% 16.67%

Risk Management

Scheme Name BANDHAN Sterling Value Fund - Regular Plan - Growth HSBC Value Fund - Regular Growth
Standard Deviation 13.04% 13.39%
Sharp 1.23% 1.4%
Beta 0.86% 0.95%
Alpha 5.56% 6.42%

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Fund Managers

Scheme Name BANDHAN Sterling Value Fund - Regular Plan - Growth HSBC Value Fund - Regular Growth
Name Ritika Behera Venugopal Manghat
Total AUM ₹43013 Cr ₹41442 Cr
Fund Manage 19 7
BANDHAN Sterling Value Fund - Regular Plan - Growth HSBC Value Fund - Regular Growth

Market Cap

Scheme Name

BANDHAN Sterling Value Fund - Regular Plan - Growth

HSBC Value Fund - Regular Growth

Others 5.99 4.31
Large Cap 62.52 40.01
Small Cap 17.58 37.19
Mid Cap 15.05 18.49

Sector Allocation

Scheme Name

BANDHAN Sterling Value Fund - Regular Plan - Growth

HSBC Value Fund - Regular Growth

Others 5.99 1.15
Petroleum Products 4.49 -
IT - Software 7.64 -
Construction 5.43 12.25
Finance 4.13 -
Banks 18.87 -
Non - Ferrous Metals 1.49 -
Pharmaceuticals & Biotechnology 6.52 -
Leisure Services 2.1 -
Electrical Equipment 2.53 -
Consumer Durables 2.36 -
Automobiles 5.78 -
Personal Products 1.41 -
Power 3.73 -
Insurance 3.65 -
Gas 1.71 -
Diversified FMCG 1.96 -
Oil 1.12 -
Chemicals & Petrochemicals 0.77 -
Auto Components 3.78 -
Cement & Cement Products 0.83 -
Transport Services 1.1 -
Industrial Products 0.68 -
Telecom - Services 1.04 -
Consumable Fuels 1.31 -
Commercial Services & Supplies 1.08 -
Retailing 1.39 -
Realty 1 -
Ferrous Metals 3.74 -
Beverages 1.9 -
Food Products 1.61 -
Energy - 7.65
Technology - 8.67
Financial - 24.61
Metals & Mining - 8.25
Automobile - 6.67
Healthcare - 2
Services - 3.92
Consumer Staples - 5.74
Capital Goods - 9.78
Chemicals - 1.88
Materials - 3.91
Communication - 1.87
Textiles - 1.65

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