HSBC Value Fund vs Templeton India Value Fund compare
Templeton India Value Fund - Growth Plan
HSBC Value Fund - Regular Growth
Chart Comparison
| 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) | ₹2199 Cr | ₹13603 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 | 2.05 | 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 | -3.05% | -6.62% |
| 6 Month | -8.62% | -6.38% |
| 1 Year | 9.81% | 12.42% |
| 3 Year | 18.39% | 19.59% |
| 5 Year | 23.2% | 22.6% |
| Scheme Name | Templeton India Value Fund - Growth Plan | HSBC Value Fund - Regular Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | -0.48% | 8.85% |
| 3 Year | 20.82% | 28.06% |
| 5 Year | 25.47% | 27.66% |
| Scheme Name | Templeton India Value Fund - Growth Plan | HSBC Value Fund - Regular Growth |
|---|---|---|
| 1 Year | 18.21% | 12.72% |
| 3 Year | 15.45% | 18.93% |
| 5 Year | 13.31% | 16.67% |
| Scheme Name | Templeton India Value Fund - Growth Plan | HSBC Value Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 12.73% | 13.39% |
| Sharp | 0.97% | 1.4% |
| Beta | 0.95% | 0.95% |
| Alpha | 5.59% | 6.42% |
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| 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 | 5.39 | 1.61 |
| Large Cap | 62.89 | 41.59 |
| Mid Cap | 7.95 | 17.34 |
| Small Cap | 23.75 | 39.46 |
| Scheme Name |
Templeton India Value Fund - Growth Plan |
HSBC Value Fund - Regular Growth |
|---|---|---|
| Others | 5.39 | 1.61 |
| Petroleum Products | 6.33 | 2.83 |
| IT - Software | 7.31 | 12.17 |
| Cement & Cement Products | 6.23 | 2.14 |
| Banks | 28.59 | 19.77 |
| Pharmaceuticals & Biotechnology | 5.22 | 1.85 |
| Transport Services | 0.76 | - |
| Leisure Services | 2.79 | 2.24 |
| Ferrous Metals | 1.69 | 2.86 |
| Realty | 2.33 | 4.64 |
| Automobiles | 5.48 | 3.51 |
| Finance | 1.68 | 5.04 |
| Healthcare Services | 1.76 | - |
| Gas | 2.42 | - |
| Consumer Durables | 2.44 | 0.17 |
| Industrial Products | 2.04 | 4.54 |
| Diversified FMCG | 3.56 | 1.72 |
| Oil | 2.42 | - |
| Retailing | 0.74 | - |
| Consumable Fuels | 0.67 | - |
| Personal Products | 1.76 | 0.45 |
| Fertilizers & Agrochemicals | 1.01 | 3.84 |
| Insurance | 2.86 | - |
| Power | 3.17 | 1.86 |
| Commercial Services & Supplies | 1.33 | - |
| Construction | - | 8.44 |
| Non - Ferrous Metals | - | 0.79 |
| Agricultural, Commercial & Construction Vehicles | - | 0.84 |
| Paper, Forest & Jute Products | - | 2.41 |
| Aerospace & Defense | - | 0.5 |
| Chemicals & Petrochemicals | - | 0.8 |
| Agricultural Food & other Products | - | 1.46 |
| Electrical Equipment | - | 2.25 |
| Beverages | - | 1.56 |
| Cigarettes & Tobacco Products | - | 1.47 |
| Auto Components | - | 0.68 |
| Telecom - Services | - | 2.07 |
| Capital Markets | - | 3.67 |
| Textiles & Apparels | - | 1.82 |
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