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MahIndra Manulife Value Fund Dir Plan GrHSBC Value Fund
| Metric | 73 MahIndra Manulife Value Mahindra Manulife Buy | 79 HSBC Value HSBC Strong Buy | Add fund (3 left) |
|---|---|---|---|
| Returns (CAGR) | |||
1Y return ↑ higher is better | 11.1%BEST | 3.0% | |
3Y return ↑ higher is better | — | 18.7%BEST | |
5Y return ↑ higher is better | — | 18.3%BEST | |
Since launch ↑ higher is better | 20.0%BEST | 18.9% | |
| Vs category benchmark | |||
1Y vs index fund minus its own index | +10.0%BEST | +1.9% | |
3Y vs index fund minus its own index | — | +6.9%BEST | |
5Y vs index fund minus its own index | — | +5.9%BEST | |
Benchmark used | Nifty 500 | Nifty 500 | |
| Risk | |||
Sharpe ratio ↑ higher is better | 0.90 | 0.92BEST | |
Sortino ratio ↑ higher is better | 1.27BEST | 1.02 | |
Std deviation ↓ lower is better | 14.99BEST | 16.62 | |
Alpha ↑ higher is better | 6.68BEST | 5.97 | |
Beta ≈1 moves with the market | 0.98 | 1.02 | |
| Cost & size | |||
Expense ratio ↓ lower is better | 0.87%BEST | 0.89% | |
Fund size ↑ higher is better | ₹893 Cr | ₹14.8k CrBEST | |
Portfolio P/E ↓ lower is better | 19.02 | 18.34BEST | |
| Ratings | |||
Value Research 1–5 stars | — | ★★★★★BEST | |
Morningstar 1–5 stars | — | ★★★★★BEST | |
| Details | |||
Fund manager | Krishna Sanghavi, Vishal Jajoo | Venugopal Manghat | |
Benchmark | — | Nifty 500 TRI | |
Riskometer | High | High | |
Start date | 03 Mar 2025 | 01 Jan 2013 | |
Returns
1Y return
11.1%BEST
3.0%
3Y return
—
18.7%
5Y return
—
18.3%
3Y vs index· vs own category index
—
+6.9%
Risk
Sharpe· ↑ better
0.90
0.92BEST
Sortino· ↑ better
1.27BEST
1.02
Std deviation· ↓ better
14.99BEST
16.62
Alpha· ↑ better
6.68BEST
5.97
Beta· ≈1 market-like
0.98
1.02
Cost & facts
Expense· ↓ better
0.87%BEST
0.89%
P/E· ↓ cheaper
19.0
18.3BEST
AUM
₹893 Cr
₹14.8k CrBEST
VR rating
—
★★★★★
Morningstar
—
★★★★★
Start date
03 Mar 2025
01 Jan 2013