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 | Very High | Very High |
| Asset Size (Cr) | ₹2138 Cr | ₹13359 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 05 Sep 2003 | 20 Jan 2013 |
| Category | Value | Value |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty 500 Value 50 TRI | NIFTY 500 TRI |
| Turn Over | 34.8% | 30% |
| Expense Ratio | 2.05 | 1.73 |
| Manager | Rajasa Kakulavarapu | Venugopal Manghat |
| ISIN Code | INF090I01296 | INF677K01023 |
| Exits Load | Exit load of 1% if redeemed 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 |
| Scheme Name | Templeton India Value Fund - Growth Plan | HSBC Value Fund - Regular Growth |
|---|---|---|
| 1 Month | 3.98% | 0.24% |
| 6 Month | 15.81% | 19.56% |
| 1 Year | 41.42% | 52.81% |
| 3 Year | 25.81% | 26.79% |
| 5 Year | 27.29% | 26.83% |
| Scheme Name | Templeton India Value Fund - Growth Plan | HSBC Value Fund - Regular Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 19.86% | 25.04% |
| 3 Year | 52.01% | 60.62% |
| 5 Year | 109.92% | 111.62% |
| Scheme Name | Templeton India Value Fund - Growth Plan | HSBC Value Fund - Regular Growth |
|---|---|---|
| 1 Year | 29.92% | 28.85% |
| 3 Year | 80.92% | 78.63% |
| 5 Year | 118.64% | 120.09% |
| Scheme Name | Templeton India Value Fund - Growth Plan | HSBC Value Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 12.73% | 13.39% |
| Sharp | 1.45% | 1.4% |
| Beta | 0.9% | 0.95% |
| Alpha | 9.11% | 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 |
|---|---|---|
| Large Cap | 61.83 | 40.01 |
| Small Cap | 23.47 | 37.19 |
| Others | 8.74 | 4.31 |
| Mid Cap | 5.95 | 18.49 |
| Scheme Name |
Templeton India Value Fund - Growth Plan |
HSBC Value Fund - Regular Growth |
|---|---|---|
| Financial | 27.1 | 24.61 |
| Energy | 16.41 | 7.65 |
| Capital Goods | 5.87 | 9.78 |
| Others | 3.53 | 1.15 |
| Consumer Staples | 5.38 | 5.74 |
| Technology | 4.68 | 8.67 |
| Healthcare | 5.07 | 2 |
| Materials | 9.91 | 3.91 |
| Automobile | 5.61 | 6.67 |
| Construction | 2.93 | 12.25 |
| Consumer Discretionary | 1.98 | - |
| Chemicals | 1.98 | 1.88 |
| Services | 5.05 | 3.92 |
| Insurance | 1.65 | - |
| Metals & Mining | 2.4 | 8.25 |
| Communication | 0.44 | 1.87 |
| Textiles | - | 1.65 |
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