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HSBC Value Fund vs Templeton India Value Fund compare
Templeton India Value Fund - Growth Plan
HSBC Value Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | Templeton India Value Fund - Growth Plan | HSBC Value Fund - Regular Growth |
|---|---|---|
| Fund | Templeton India Value Fund - Growth Plan | HSBC Value Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Very High |
| Asset Size (Cr) | ₹2107 Cr | ₹12849 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 04 Sep 2003 | 08 Jan 2010 |
| Category | Value | Value |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 34.8% | 30% |
| Expense Ratio | 2.06 | 1.72 |
| Manager | Rajasa Kakulavarapu | Venugopal Manghat |
| ISIN Code | INF090I01296 | INF677K01023 |
| Exits Load | Templeton India Value Fund - 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 | Templeton India Value Fund - Growth Plan | HSBC Value Fund - Regular Growth |
|---|---|---|
| 1 Month | 3.85% | 4.59% |
| 6 Month | -6.57% | -6.61% |
| 1 Year | 6.47% | 10.86% |
| 3 Year | 18.12% | 20.88% |
| 5 Year | 32.06% | 30.92% |
SIP Return Analysis
| Scheme Name | Templeton India Value Fund - Growth Plan | HSBC Value Fund - Regular Growth |
|---|---|---|
| 6 Month | 0.25% | -0.64% |
| 1 Year | -7.01% | -6.13% |
| 3 Year | 16.67% | 21.25% |
| 5 Year | 21.77% | 22.66% |
Rolling Lumpsum Returns
| Scheme Name | Templeton India Value Fund - Growth Plan | HSBC Value Fund - Regular Growth |
|---|---|---|
| 1 Year | 18.06% | 13% |
| 3 Year | 15.75% | 19.13% |
| 5 Year | 13.5% | 16.98% |
Risk Management
| Scheme Name | Templeton India Value Fund - Growth Plan | HSBC Value Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 12.73% | 15.41% |
| Sharp | 0.76% | 0.746% |
| Beta | 0.92% | 0.998% |
| Alpha | 4.23% | 4.795% |
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Fund Managers
| Scheme Name | Templeton India Value Fund - Growth Plan | HSBC Value Fund - Regular Growth |
|---|---|---|
| Name | Rajasa Kakulavarapu | Venugopal Manghat |
| Total AUM | ₹28545 Cr | ₹41442 Cr |
| Funds Managed | 10 | 7 |
| Templeton India Value Fund - Growth Plan | HSBC Value Fund - Regular Growth |
Market Cap
| Scheme Name |
Templeton India Value Fund - Growth Plan |
HSBC Value Fund - Regular Growth |
|---|---|---|
| Others | 8.3 | 1.96 |
| Large Cap | 67.59 | 42.84 |
| Small Cap | 19.44 | 38.3 |
| Mid Cap | 4.68 | 16.91 |
Sector Allocation
| Scheme Name |
Templeton India Value Fund - Growth Plan |
HSBC Value Fund - Regular Growth |
|---|---|---|
| Others | 8.1 | 1.47 |
| Basic Materials | 8.34 | 15.28 |
| Energy | 9.48 | 3.01 |
| Technology | 6.51 | 12.9 |
| Consumer Cyclical | 11.48 | 8.42 |
| Financial Services | 32.93 | 29.68 |
| Healthcare | 7.2 | 1.8 |
| Industrials | 3.16 | 12.63 |
| Communication Services | 2.83 | 2.24 |
| Utilities | 5.3 | 1.91 |
| Consumer Defensive | 4.67 | 6.39 |
| Real Estate | - | 4.25 |
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