HSBC Value Fund vs Templeton India Value Fund compare

Link copied to clipboard!

Templeton India Value Fund - Growth Plan

Invest Now

HSBC Value Fund - Regular Growth

Invest Now

Chart Comparison

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

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

Scheme Name	Templeton India Value Fund - Growth Plan	HSBC Value Fund - Regular Growth
1 Month	-3.98%	-4.7%
6 Month	-16.12%	-16.6%
1 Year	-0.3%	1.89%
3 Year	18.08%	18.76%
5 Year	28.15%	25.79%

Scheme Name	Templeton India Value Fund - Growth Plan	HSBC Value Fund - Regular Growth
6 Month	-8.82%	-12.03%
1 Year	-17.59%	-20.88%
3 Year	13.52%	15.97%
5 Year	20.57%	20.14%

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%

Scheme Name	Templeton India Value Fund - Growth Plan	HSBC Value Fund - Regular Growth
Standard Deviation	12.73%	15.41%
Sharp	0.79%	0.746%
Beta	0.94%	0.998%
Alpha	4.56%	4.795%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Scheme Name	Templeton India Value Fund - Growth Plan	HSBC Value Fund - Regular Growth
Name	Rajasa Kakulavarapu	Venugopal Manghat
Total AUM	₹28545 Cr	₹41442 Cr
Fund Manage	10	7
	Templeton India Value Fund - Growth Plan	HSBC Value Fund - Regular Growth

Scheme Name	Templeton India Value Fund - Growth Plan	HSBC Value Fund - Regular Growth
Others	6.83	1.95768
Large Cap	67.25217	42.83685
Small Cap	21.55823	38.29977
Mid Cap	4.35962	16.9057

Scheme Name	Templeton India Value Fund - Growth Plan	HSBC Value Fund - Regular Growth
Others	6.6438	1.4686
Basic Materials	8.83306	15.28241
Energy	9.684	3.01422
Technology	7.13223	12.90222
Financial Services	31.89843	29.68459
Healthcare	7.65458	1.80408
Industrials	4.08083	12.63116
Consumer Cyclical	10.68186	8.4224
Communication Services	2.8326	2.24232
Utilities	5.62116	1.91216
Consumer Defensive	4.93747	6.38999
Real Estate	-	4.24585