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Axis Value FundHSBC Value Fund
| Metric | 76 Axis Value Axis Buy | 79 HSBC Value HSBC Strong Buy | Add fund (3 left) |
|---|---|---|---|
| Returns (CAGR) | |||
1Y return ↑ higher is better | 7.7%BEST | 3.0% | |
3Y return ↑ higher is better | 19.3%BEST | 18.7% | |
5Y return ↑ higher is better | — | 18.3%BEST | |
Since launch ↑ higher is better | 16.7% | 18.9%BEST | |
| Vs category benchmark | |||
1Y vs index fund minus its own index | +6.5%BEST | +1.9% | |
3Y vs index fund minus its own index | +7.4%BEST | +6.9% | |
5Y vs index fund minus its own index | — | +5.9%BEST | |
Benchmark used | Nifty 500 | Nifty 500 | |
| Risk | |||
Sharpe ratio ↑ higher is better | 0.96BEST | 0.92 | |
Sortino ratio ↑ higher is better | 1.23BEST | 1.02 | |
Std deviation ↓ lower is better | 15.41BEST | 16.62 | |
Alpha ↑ higher is better | 6.11BEST | 5.97 | |
Beta ≈1 moves with the market | 0.95 | 1.02 | |
| Cost & size | |||
Expense ratio ↓ lower is better | 1.04% | 0.89%BEST | |
Fund size ↑ higher is better | ₹1.7k Cr | ₹14.8k CrBEST | |
Portfolio P/E ↓ lower is better | 25.24 | 18.34BEST | |
| Ratings | |||
Value Research 1–5 stars | ★★★★★BEST | ★★★★★ | |
Morningstar 1–5 stars | ★★★★★BEST | ★★★★★ | |
| Details | |||
Fund manager | Nitin Arora | Venugopal Manghat | |
Benchmark | Nifty 500 TRI | Nifty 500 TRI | |
Riskometer | High | High | |
Start date | 22 Sept 2021 | 01 Jan 2013 | |
Returns
1Y return
7.7%BEST
3.0%
3Y return
19.3%BEST
18.7%
5Y return
—
18.3%
3Y vs index· vs own category index
+7.4%BEST
+6.9%
Risk
Sharpe· ↑ better
0.96BEST
0.92
Sortino· ↑ better
1.23BEST
1.02
Std deviation· ↓ better
15.41BEST
16.62
Alpha· ↑ better
6.11BEST
5.97
Beta· ≈1 market-like
0.95
1.02
Cost & facts
Expense· ↓ better
1.04%
0.89%BEST
P/E· ↓ cheaper
25.2
18.3BEST
AUM
₹1.7k Cr
₹14.8k CrBEST
VR rating
★★★★★
★★★★★
Morningstar
★★★★★
★★★★★
Start date
22 Sept 2021
01 Jan 2013