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Aditya Birla Sun Life Pure Value Fund vs Templeton India Value Fund compare
Templeton India Value Fund - Growth Plan
Aditya Birla Sun Life Value Fund - Growth Option
Chart Comparison
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) | ₹2319 Cr | ₹6361 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 |
Trailing Lumpsum Returns
| Scheme Name | Templeton India Value Fund - Growth Plan | Aditya Birla Sun Life Value Fund - Growth Option |
|---|---|---|
| 1 Month | 1.4% | 1.7% |
| 6 Month | 4.41% | 4.48% |
| 1 Year | 7.48% | 2.35% |
| 3 Year | 18.21% | 20.76% |
| 5 Year | 23.41% | 20.41% |
SIP Return Analysis
| Scheme Name | Templeton India Value Fund - Growth Plan | Aditya Birla Sun Life Value Fund - Growth Option |
|---|---|---|
| 6 Month | 2.26% | 2.25% |
| 1 Year | 11.18% | 10.84% |
| 3 Year | 13.45% | 13.88% |
| 5 Year | 17.03% | 16.43% |
Rolling Lumpsum Returns
| Scheme Name | Templeton India Value Fund - Growth Plan | Aditya Birla Sun Life Value Fund - Growth Option |
|---|---|---|
| 1 Year | 16.46% | 11.93% |
| 3 Year | 16.39% | 18.19% |
| 5 Year | 13.95% | 18.19% |
Risk Management
| Scheme Name | Templeton India Value Fund - Growth Plan | Aditya Birla Sun Life Value Fund - Growth Option |
|---|---|---|
| Standard Deviation | 12.73% | 15.69% |
| Sharp | 0.85% | 0.84% |
| Beta | 0.9% | 1.14% |
| Alpha | 1.52% | 2.09% |
Fund Managers
| 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 |
Market Cap
| Scheme Name |
Templeton India Value Fund - Growth Plan |
Aditya Birla Sun Life Value Fund - Growth Option |
|---|---|---|
| Others | 8.37 | 7.93 |
| Large Cap | 66.91 | 43.17 |
| Small Cap | 21.48 | 32.45 |
| Mid Cap | 3.24 | 16.45 |
Sector Allocation
| Scheme Name |
Templeton India Value Fund - Growth Plan |
Aditya Birla Sun Life Value Fund - Growth Option |
|---|---|---|
| Others | 3.31 | 2.28 |
| Energy | 10.96 | 4.77 |
| Technology | 9.75 | 11.89 |
| Financial Services | 33 | 26.7 |
| Basic Materials | 6.34 | 11.99 |
| Healthcare | 6.03 | 8.15 |
| Industrials | 6.38 | 14.63 |
| Consumer Cyclical | 8.23 | 11.82 |
| Real Estate | 2.87 | 2.83 |
| Communication Services | 2.93 | - |
| Utilities | 5.58 | 3.74 |
| Consumer Defensive | 4.62 | 1.2 |
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