Templeton India Value Fund vs HSBC Value Fund compare
Templeton India Value Fund - Growth Plan
Invest NowHSBC Value Fund - Regular Growth
Invest NowChart 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 | -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% |
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% |
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 | 1.45% | 1.4% |
Beta | 0.9% | 0.95% |
Alpha | 9.11% | 6.42% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts GuidanceScheme 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 | 8.74 | 4.31 |
Large Cap | 61.83 | 40.01 |
Mid Cap | 5.95 | 18.49 |
Small Cap | 23.47 | 37.19 |
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 |
Top Comparisons
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth
3Y Returns6.11%
Axis Arbitrage Fund - Regular Plan - Growth
3Y Returns6.14%
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
3Y Returns16.68%
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
3Y Returns15.52%
UTI Balanced Advantage Fund - Regular (G)
3Y Returns0%
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
3Y Returns11.98%
Franklin India Feeder - Franklin U.S. Opportunities Fund - Growth
3Y Returns4.91%
Kotak NASDAQ 100 Fund of Fund - Regular Plan - Growth
3Y Returns12.49%