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HSBC Value Fund vs BANDHAN Sterling Value Fund compare
BANDHAN Sterling Value Fund - Regular Plan - Growth
HSBC Value Fund - Regular Growth
Chart Comparison
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) | ₹9587 Cr | ₹12849 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 07 Mar 2008 | 08 Jan 2010 |
| Category | Value | Value |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 | NIFTY 500 TRI |
| Turn Over | 15% | 30% |
| Expense Ratio | 1.77 | 1.72 |
| Manager | Ritika Behera | Venugopal Manghat |
| ISIN Code | INF194K01342 | INF677K01023 |
| Exits Load | Bandhan Sterling Value Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | HSBC Value Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | BANDHAN Sterling Value Fund - Regular Plan - Growth | HSBC Value Fund - Regular Growth |
|---|---|---|
| 1 Month | -3.53% | -4.43% |
| 6 Month | -13.97% | -14.99% |
| 1 Year | -0.23% | 0.7% |
| 3 Year | 15.98% | 18.88% |
| 5 Year | 25.51% | 23.67% |
SIP Return Analysis
| Scheme Name | BANDHAN Sterling Value Fund - Regular Plan - Growth | HSBC Value Fund - Regular Growth |
|---|---|---|
| 6 Month | -8.81% | -12.03% |
| 1 Year | -16.27% | -20.88% |
| 3 Year | 12.97% | 15.97% |
| 5 Year | 20.87% | 20.14% |
Rolling Lumpsum Returns
| Scheme Name | BANDHAN Sterling Value Fund - Regular Plan - Growth | HSBC Value Fund - Regular Growth |
|---|---|---|
| 1 Year | 13.57% | 13% |
| 3 Year | 17.79% | 19.13% |
| 5 Year | 16.52% | 16.98% |
Risk Management
| Scheme Name | BANDHAN Sterling Value Fund - Regular Plan - Growth | HSBC Value Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 13.72% | 15.41% |
| Sharp | 0.672% | 0.746% |
| Beta | 0.912% | 0.998% |
| Alpha | 3.11% | 4.795% |
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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 | 9.32752 | 1.95768 |
| Large Cap | 59.51447 | 42.83685 |
| Small Cap | 16.41338 | 38.29977 |
| Mid Cap | 14.74464 | 16.9057 |
Sector Allocation
| Scheme Name |
BANDHAN Sterling Value Fund - Regular Plan - Growth |
HSBC Value Fund - Regular Growth |
|---|---|---|
| Others | 9.28465 | 1.4686 |
| Basic Materials | 8.56439 | 15.28241 |
| Energy | 8.10418 | 3.01422 |
| Technology | 8.39184 | 12.90222 |
| Industrials | 8.15266 | 12.63116 |
| Financial Services | 28.95133 | 29.68459 |
| Healthcare | 5.8571 | 1.80408 |
| Consumer Cyclical | 10.92594 | 8.4224 |
| Consumer Defensive | 7.36485 | 6.38999 |
| Utilities | 2.62194 | 1.91216 |
| Real Estate | 1.78113 | 4.24585 |
| Communication Services | - | 2.24232 |
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