Formerly L&T India Value Gr
Value funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).
The fund has been a Category Leader on the Fund Size metric
The fund has been a Category Leader on the Outperformance Consistency metric
Investment Duration5 years
Total Corpus Created (₹)With CAGR of 11.25 % in 5 years
NAV (Mar 31)
6 Month CAGR
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.
Launched (13y ago)
Jan 08, 2010
AUM in Crores
IISL Nifty 500 TR INR
Standard Deviation (3yr)
Standard Deviation (5yr)
Sharpe Ratio (3yr)
Sharpe Ratio (5yr)
with step up of
|HSBC Value fund (Growth)||9,49,893||2,17,281||10.6%|
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
|Fund Name||Fund Size||Outperformance Consistency|
₹ 10,129 cr
₹ 4,641 cr
₹ 15,261 cr
₹ 10,129 cr
₹ 15,261 cr
HSBC Asset Management(India)Private Ltd
HSBC Asset Management(India)Private Ltd manages assets worth 87,382 crores and was set up on 12 December 2001. It's current offering of mutual fund schemes includes 44 equity,130 debt and 30 hybrid funds.
|Fund Name||Scripbox Opinion||Till Date CAGR|
HSBC Value fund (G) is a Value Equity fund and has delivered an annualised return of 14.5% over a period of 13 years. The fund was previously known as L&T India Value Gr. The fund is managed by HSBC Asset Management(India)Private Ltd. The fund manager’s name is null.
Nav of HSBC Value fund (G) as of 3/31/2023 is ₹60.53 with the total AUM as of 4/1/2023 is ₹7781.825. With Scripbox you can compare and check the latest nav for all mutual funds in India. HSBC Value fund (G) was launched on Jan 08, 2010. The category risk of the fund is Very High Risk.
The minimum SIP amount for HSBC Value fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
HSBC Value fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to IISL Nifty 500 TR INR.
HSBC Value fund (G) is rated as a 3 fund in Equity and delivered 4.1% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with HSBC Value fund (G).
What is HSBC Value fund (G)?
How to invest in HSBC Value fund (G)?
You can invest in HSBC Value fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of HSBC Value fund (G)?
The minimum sip amount for HSBC Value fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is HSBC Value fund (G) good to invest in?
As per Scripbox experts, HSBC Value fund (G) is a Neutral fund. You can investHSBC Value fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the HSBC Value fund (G)?
The expense ratio of the HSBC Value fund (G) is 1.85% for regular plan.