HSBC Value Fund Achieves Strong Returns, Outshines Competitors
HSBC Value Fund delivers impressive returns and outperforms peers
Business Standard
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The HSBC Value Fund has significantly outperformed its benchmark and peers, achieving a remarkable asset growth from ₹7,884 crore to ₹13,371 crore between March 2023 and March 2026. Strong stock selection and a focus on mid- and small-cap stocks have been key contributors to its success.
- 01HSBC Value Fund has outperformed its benchmark and peers consistently.
- 02The fund's assets under management grew from ₹7,884 crore to ₹13,371 crore in three years.
- 03Strong stock selection and mid- and small-cap exposure contributed to the fund's success.
- 04Managed by Venugopal Manghat since November 2012.
- 05Ranked in the top 30th percentile of focused funds for three consecutive quarters.
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The HSBC Value Fund, launched in January 2010, has demonstrated impressive performance, consistently outperforming its benchmark and peers. As of March 2026, the fund's assets under management (AUM) surged to ₹13,371 crore from ₹7,884 crore in March 2023, showcasing a significant growth trajectory. This success can be attributed to effective stock selection strategies and a higher exposure to mid- and small-cap stocks, which have provided a premium in returns. Under the management of Venugopal Manghat since November 2012, the fund has maintained a strong position in the market, ranking in the top 30th percentile of the focused funds category in the Crisil Mutual Fund Ranking (CMFR) for three consecutive quarters through March 2026.
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The growth of the HSBC Value Fund can lead to increased investment opportunities for investors, potentially enhancing their portfolio returns.
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