HSBC Value Fund - Direct Plan does not yet have a 5-year performance history.
The average return for Value funds is 35.39% .
The fund currently owns more than 0 stocks.
The top 10 holdings account for 0.00% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | -4.92% | -0.72% |
| 2 Year Return | 11.85% | -2.64% |
| 3 Year Return | 44.16% | 8.72% |
| 4 Year Return | 90.14% | 28.21% |
| 5 Year Return | 106.30% | 35.39% |
| 6 Year Return | 92.20% | 66.35% |
| 7 Year Return | 163.93% | 85.31% |
| Expense Ratio | 0.63% | - |
Minimum Purchase: ₹5,000
Exit Load: If the units redeemed or switched out are upto 10% of the units purchased or switched in (the limit) within 1 year from the date of allotment - Nil If units redeemed or switched out are over and above the limit within 1 year from the date of allot ment - 1%. If units are redeemed or switched out on or after 1 year from the date of allotment - Nil.
Lock-in: 1
Risk: Moderate Risk
HSBC Value Fund - Direct Plan is managed by HSBC and belongs to the Equity category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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