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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) | ₹2260 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 | 1.02% | -0.4% |
| 6 Month | 3.71% | 2.5% |
| 1 Year | 2.89% | -3% |
| 3 Year | 16.71% | 19.03% |
| 5 Year | 22.43% | 19.59% |
SIP Return Analysis
| Scheme Name | Templeton India Value Fund - Growth Plan | Aditya Birla Sun Life Value Fund - Growth Option |
|---|---|---|
| 6 Month | 3.12% | 3.01% |
| 1 Year | 14% | 14% |
| 3 Year | 13.74% | 14.26% |
| 5 Year | 16.91% | 16.27% |
Rolling Lumpsum Returns
| Scheme Name | Templeton India Value Fund - Growth Plan | Aditya Birla Sun Life Value Fund - Growth Option |
|---|---|---|
| 1 Year | 16.5% | 12.08% |
| 3 Year | 16.38% | 18.16% |
| 5 Year | 13.94% | 18.14% |
Risk Management
| Scheme Name | Templeton India Value Fund - Growth Plan | Aditya Birla Sun Life Value Fund - Growth Option |
|---|---|---|
| Standard Deviation | 12.34% | 16.02% |
| Sharp | 0.78% | 0.79% |
| Beta | 0.90% | 1.14% |
| Alpha | 1.84% | 2.76% |
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 | 8.99 | 7.84 |
| Large Cap | 64.65 | 42.79 |
| Small Cap | 22.98 | 33.53 |
| Mid Cap | 3.38 | 15.83 |
Sector Allocation
| Scheme Name |
Templeton India Value Fund - Growth Plan |
Aditya Birla Sun Life Value Fund - Growth Option |
|---|---|---|
| Others | 4.17 | 2.82 |
| Energy | 11.06 | 4.64 |
| Technology | 6.47 | 10.89 |
| Financial Services | 33.29 | 25.72 |
| Basic Materials | 7.08 | 13.63 |
| Healthcare | 6.13 | 8.27 |
| Industrials | 6.32 | 14.62 |
| Consumer Cyclical | 8.64 | 10.78 |
| Real Estate | 3.04 | 3.02 |
| Communication Services | 2.93 | - |
| Utilities | 6.01 | 3.92 |
| Consumer Defensive | 4.87 | 1.69 |
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