Templeton India Value Fund vs HSBC Value Fund compare

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Templeton India Value Fund - Growth Plan

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HSBC Value Fund - Regular Growth

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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 Risk	Very High Risk
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	-3.42%	-5.61%
6 Month	-13.33%	-12.27%
1 Year	1.87%	3.71%
3 Year	17.98%	19.06%
5 Year	22.23%	20.62%

Scheme Name	Templeton India Value Fund - Growth Plan	HSBC Value Fund - Regular Growth
6 Month	-	-
1 Year	-10.89%	-12.07%
3 Year	16.03%	19.11%
5 Year	22.63%	22.48%

Scheme Name	Templeton India Value Fund - Growth Plan	HSBC Value Fund - Regular Growth
1 Year	18.16%	13%
3 Year	15.66%	19.13%
5 Year	13.43%	16.98%

Scheme Name	Templeton India Value Fund - Growth Plan	HSBC Value Fund - Regular Growth
Standard Deviation	12.73%	14.333%
Sharp	0.8%	0.927%
Beta	0.96%	0.966%
Alpha	3.51%	5.46%

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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