Aditya Birla Sun Life Pure Value Fund vs Templeton India Value Fund compare

Link copied to clipboard!

Templeton India Value Fund - Growth Plan

Invest Now

Aditya Birla Sun Life Value Fund - Growth Option

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Templeton India Value Fund - Growth Plan	Aditya Birla Sun Life Value Fund - Growth Option
Fund	Templeton India Value Fund - Growth Plan	Aditya Birla Sun Life Value Fund - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Moderately High	Average
Asset Size (Cr)	₹2225 Cr	₹6161 Cr
Min Investment	₹5000	₹1000
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹1000
Launch Date	04 Sep 2003	27 Mar 2008
Category	Value	Value
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	34.8%	83%
Expense Ratio	2.05	1.88
Manager	Rajasa Kakulavarapu	Dhaval Joshi
ISIN Code	INF090I01296	INF209K01LF3
Exits Load	Templeton India Value Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	Aditya Birla Sun Life Pure Value Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Scheme Name	Templeton India Value Fund - Growth Plan	Aditya Birla Sun Life Value Fund - Growth Option
1 Month	3.82%	3.28%
6 Month	3.48%	-0.85%
1 Year	-1.12%	0.52%
3 Year	24.44%	26.22%
5 Year	29.6%	26.31%

Scheme Name	Templeton India Value Fund - Growth Plan	Aditya Birla Sun Life Value Fund - Growth Option
6 Month	8.89%	10.46%
1 Year	8.63%	8.07%
3 Year	18.15%	19.72%
5 Year	21.54%	20.18%

Scheme Name	Templeton India Value Fund - Growth Plan	Aditya Birla Sun Life Value Fund - Growth Option
1 Year	17.54%	13.38%
3 Year	15.85%	17.66%
5 Year	13.62%	17.65%

Scheme Name	Templeton India Value Fund - Growth Plan	Aditya Birla Sun Life Value Fund - Growth Option
Standard Deviation	12.73%	15.69%
Sharp	1.06%	0.96%
Beta	0.92%	1.11%
Alpha	3.4%	2.7%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Scheme Name	Templeton India Value Fund - Growth Plan	Aditya Birla Sun Life Value Fund - Growth Option
Name	Rajasa Kakulavarapu	Dhaval Joshi
Total AUM	₹28545 Cr	₹361932 Cr
Funds Managed	10	55
	Templeton India Value Fund - Growth Plan	Aditya Birla Sun Life Value Fund - Growth Option

Scheme Name	Templeton India Value Fund - Growth Plan	Aditya Birla Sun Life Value Fund - Growth Option
Others	6.55	2.33
Mid Cap	3.73	13.22
Large Cap	68.73	46.73
Small Cap	21	37.55

Scheme Name	Templeton India Value Fund - Growth Plan	Aditya Birla Sun Life Value Fund - Growth Option
Others	3.8	2.33
Fertilizers & Agrochemicals	1.5	1.05
Petroleum Products	7.79	5.51
IT - Software	5.69	8.15
Retailing	2.16	0.28
Banks	31.46	12.97
Cement & Cement Products	2.8	5.26
Pharmaceuticals & Biotechnology	6.52	6.67
Transport Services	0.54	0.46
Leisure Services	2.68	0.5
Ferrous Metals	1.81	2.08
Realty	2.75	2.76
Automobiles	7.6	3.68
Finance	0.53	6.51
Healthcare Services	0.76	-
Telecom - Services	1.68	1.3
Gas	2.17	3.02
Consumer Durables	1.38	-
Industrial Products	1.59	4.74
Diversified FMCG	3.01	1.73
Industrial Manufacturing	0.6	2.23
Oil	2.69	-
Personal Products	2.1	-
Insurance	2.53	0.87
Power	2.95	2.93
Commercial Services & Supplies	0.92	-
Auto Components	-	6.12
Construction	-	4.26
Electrical Equipment	-	2.75
Agricultural Food & other Products	-	1.26
IT - Services	-	1.31
Consumer Services	-	0.56
Diversified Metals	-	1.51
Aerospace & Defense	-	1.11
Chemicals & Petrochemicals	-	0.5
Capital Markets	-	3.72
Transport Infrastructure	-	1.67
Textiles & Apparels	-	0.03