HSBC Value Growth

• Alpha -1.88%
• Beta 1.08
• Sharpe Ratio1.13
• Std Deviation 13.68%
• Tracking Error 5.32%

To generate long-term capital appreciation from diversified portfolio of predominantly equity and equity related securities, in the Indian markets with higher focus on undervalued securities. The Scheme could also additionally invest in Foreign Securities in international markets.There is no assurance that the investment objective of the scheme will be realized.

The HSBC Value Growth has an AUM of 13565.36 crores & has delivered CAGR of 22.49% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.72%. The minimum investment in HSBC Value Growth is Rs 5000 and the minimum SIP is Rs 500.

As per morningstar the risk & return rating of the fund are Moderate & Exceptional respectively.

The top holdings of the fund include ICICI Bank, Multi Commodity Exchange Of India, HDFC Bank & KEC International.

The major sectors where the fund is invested are Regional Banks, Construction Services, Software & Programming & Consumer Financial Services.

Some of the similar funds are ICICI Prudential Value Discovery Fund Growth, HSBC Value Growth, Tata Equity P/E Fund Regular Growth, Bandhan Sterling Value Fund Regular Plan Growth, UTI Value fund Fund-Regular Plan Growth. HSBC Value Growth has a sharpe ratio of 1.13 & a standard deviation of 13.68%.