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

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Templeton India Value Fund - Growth Plan

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Aditya Birla Sun Life Pure Value Fund - Growth Option

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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 Pure Value Fund - Growth Option
Fund	Templeton India Value Fund - Growth Plan	Aditya Birla Sun Life Pure Value Fund - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Moderately High	Very High
Asset Size (Cr)	₹2225 Cr	₹5929 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 Pure Value Fund - Growth Option
1 Month	1.51%	4.74%
6 Month	-1.6%	-5.96%
1 Year	-0.14%	2.96%
3 Year	23.74%	25.36%
5 Year	30.07%	26.67%

Scheme Name	Templeton India Value Fund - Growth Plan	Aditya Birla Sun Life Pure Value Fund - Growth Option
6 Month	6.39%	7.84%
1 Year	2.23%	2.29%
3 Year	17.01%	18.94%
5 Year	20.99%	19.68%

Scheme Name	Templeton India Value Fund - Growth Plan	Aditya Birla Sun Life Pure 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 Pure Value Fund - Growth Option
Standard Deviation	12.94%	15.69%
Sharp	1.13%	0.96%
Beta	0.9%	1.11%
Alpha	3.74%	2.7%

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Scheme Name	Templeton India Value Fund - Growth Plan	Aditya Birla Sun Life Pure 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 Pure Value Fund - Growth Option

Scheme Name	Templeton India Value Fund - Growth Plan	Aditya Birla Sun Life Pure Value Fund - Growth Option
Others	7.84	1.19
Mid Cap	3.89	14.25
Large Cap	68.39	47.5
Small Cap	19.89	37.05

Scheme Name	Templeton India Value Fund - Growth Plan	Aditya Birla Sun Life Pure Value Fund - Growth Option
Others	5.2	1.19
Fertilizers & Agrochemicals	1.63	1.06
Petroleum Products	7.77	5.61
IT - Software	5.57	8.29
Retailing	2.12	0.92
Banks	31.47	13.2
Cement & Cement Products	3.04	4.96
Pharmaceuticals & Biotechnology	6.58	6.62
Transport Services	0.52	0.39
Leisure Services	2.66	0.46
Ferrous Metals	1.6	2.08
Realty	2.64	2.55
Automobiles	7.32	3.51
Finance	0.41	6.61
Healthcare Services	0.78	-
Telecom - Services	1.81	1.46
Gas	2.18	2.72
Consumer Durables	1.4	-
Industrial Products	1.33	4.42
Diversified FMCG	3.1	1.54
Industrial Manufacturing	0.5	2.23
Oil	2.45	-
Personal Products	1.78	-
Insurance	2.38	1.65
Power	2.87	3.22
Commercial Services & Supplies	0.9	-
Auto Components	-	6.55
Construction	-	3.92
Electrical Equipment	-	2.71
Agricultural Food & other Products	-	1.26
IT - Services	-	1.22
Textiles & Apparels	-	1.46
Chemicals & Petrochemicals	-	0.53
Diversified Metals	-	1.54
Aerospace & Defense	-	1.25
Capital Markets	-	3.36
Transport Infrastructure	-	1.5