Aditya Birla Sun Life Quant Fund - Direct Growth vs HSBC Value Fund - Direct Growth
Side-by-side comparison of NAV, returns, expense ratio and star rating.
TopFund Analysis
HSBC Value Fund - Direct Growth appears stronger due to its higher star rating of 5 and lower expense ratio of 0.88%, indicating a more favorable assessment and cost efficiency compared to Aditya Birla Sun Life Quant Fund - Direct Growth, which has a rating of 3 and a higher expense ratio of 1.23%. However, Aditya Birla Sun Life Quant Fund has shown better short-term performance with a 1Y return of 8.0%, while HSBC Value Fund has a negative 1Y return. For investors choosing between these two funds, HSBC Value Fund may offer better long-term potential despite its recent underperformance.
Aditya Birla Sun Life Quant Fund - Direct Growth
Aditya Birla Sun Life Mutual Fund
★★★★★
Equity · Value Oriented
HSBC Value Fund - Direct Growth
HSBC Mutual Fund
★★★★★
Equity · Value Oriented
| Metric | Aditya Birla Sun Life ... | HSBC Value Fund - Dire... |
|---|---|---|
| NAV | ₹153.49 | ₹124.43 |
| Star Rating | ★★★ | ★★★★★ |
| Expense Ratio | 1.23% | 0.88% |
| AUM | ₹6,659 Cr | ₹14,659 Cr |
| 1M Return | +1.15% | +1.64% |
| 3M Return | -2.18% | -3.85% |
| 6M Return | +2.86% | -2.05% |
| 1Y Return | +8.0% | -1.66% |
| 3Y CAGR | +13.69% | +14.85% |
| 5Y CAGR | +13.37% | +14.29% |
| Risk Level | — | — |
| Fund Manager | Mahesh Patil, Milind Bafna | Sonal Gupta |