Templeton India Value Fund vs HSBC Value Fund compare

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tortoise-icon Templeton India Value Fund - Growth Plan

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tortoise-icon 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 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

Trailing Lumpsum Returns

Scheme Name Templeton India Value Fund - Growth Plan HSBC Value Fund - Regular Growth
1 Month -6.33% -5.63%
6 Month 2.87% 6.72%
1 Year 27.75% 34%
3 Year 18.94% 21.56%
5 Year 23.46% 24.02%

SIP Return Analysis

Scheme Name Templeton India Value Fund - Growth Plan HSBC Value Fund - Regular Growth
6 Month - -
1 Year 16.26% 26.03%
3 Year 25.66% 31.72%
5 Year 28.17% 29.51%

Rolling Lumpsum Returns

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%

Risk Management

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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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
Fund Manage 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 8.74 4.31
Large Cap 61.83 40.01
Mid Cap 5.95 18.49
Small Cap 23.47 37.19

Sector Allocation

Scheme Name

Templeton India Value Fund - Growth Plan

HSBC Value Fund - Regular Growth

Others 3.53 1.15
Materials 9.91 3.91
Automobile 5.61 6.67
Energy 16.41 7.65
Metals & Mining 2.4 8.25
Financial 27.1 24.61
Healthcare 5.07 2
Services 5.05 3.92
Construction 2.93 12.25
Capital Goods 5.87 9.78
Consumer Staples 5.38 5.74
Chemicals 1.98 1.88
Consumer Discretionary 1.98 -
Communication 0.44 1.87
Technology 4.68 8.67
Insurance 1.65 -
Textiles - 1.65

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