Axis Value Fund vs Templeton India Value Fund compare

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tortoise-icon Templeton India Value Fund - Growth Plan

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tortoise-icon Axis Value Fund - Regular Plan - Growth

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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 Axis Value Fund - Regular Plan - Growth
Fund Templeton India Value Fund - Growth Plan Axis Value Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1672 Cr ₹429 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 05 Sep 2003 15 Sep 2021
Category Value Value
Fund Type Open Ended Open Ended
Benchmark Nifty 500 Value 50 TRI Nifty 500 Value 50 TRI
Turn Over 34.8% 15%
Expense Ratio 2.14 2.45
Manager Rajasa Kakulavarapu Vinayak Jayanath
ISIN Code INF090I01296 INF846K013C4
Exits Load Exit load of 1% if redeemed within 1 year/365 For units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365

Trailing Lumpsum Returns

Scheme Name Templeton India Value Fund - Growth Plan Axis Value Fund - Regular Plan - Growth
1 Month 4.7% 4.92%
6 Month 21.1% 21.85%
1 Year 48.23% 49.1%
3 Year 27.35% -
5 Year 24.98% -

SIP Return Analysis

Scheme Name Templeton India Value Fund - Growth Plan Axis Value Fund - Regular Plan - Growth
6 Month - -
1 Year 19.86% 20.18%
3 Year 52.01% 48.25%
5 Year 109.92% 48.25%

Rolling Lumpsum Returns

Scheme Name Templeton India Value Fund - Growth Plan Axis Value Fund - Regular Plan - Growth
1 Year 29.92% 23.75%
3 Year 80.92% 55.07%
5 Year 118.64% 55.07%

Risk Management

Scheme Name Templeton India Value Fund - Growth Plan Axis Value Fund - Regular Plan - Growth
Standard Deviation 12.73% 14.73%
Sharp 1.45% -
Beta 0.9% -
Alpha 9.11% -

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Fund Managers

Scheme Name Templeton India Value Fund - Growth Plan Axis Value Fund - Regular Plan - Growth
Name Rajasa Kakulavarapu Vinayak Jayanath
Total AUM ₹28545 Cr ₹0 Cr
Fund Manage 10 18
Templeton India Value Fund - Growth Plan Axis Value Fund - Regular Plan - Growth

Market Cap

Scheme Name

Templeton India Value Fund - Growth Plan

Axis Value Fund - Regular Plan - Growth

Large Cap 61.83 55.53
Small Cap 23.47 20.69
Others 8.74 8.36
Mid Cap 5.95 15.41

Sector Allocation

Scheme Name

Templeton India Value Fund - Growth Plan

Axis Value Fund - Regular Plan - Growth

Financial 27.1 18.59
Energy 16.41 9.98
Capital Goods 5.87 8.99
Others 3.53 3.82
Consumer Staples 5.38 1.72
Technology 4.68 5.11
Healthcare 5.07 10.7
Materials 9.91 2.85
Automobile 5.61 13.4
Construction 2.93 7.02
Consumer Discretionary 1.98 2.4
Chemicals 1.98 0.5
Services 5.05 5.02
Insurance 1.65 1.71
Metals & Mining 2.4 3.03
Communication 0.44 3.53
Diversified - 1.62

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