Axis Value Fund vs Templeton India Value Fund compare

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Templeton India Value Fund - Growth Plan

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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	Moderately High	Very High
Asset Size (Cr)	₹2209 Cr	₹1073 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹100
Launch Date	04 Sep 2003	22 Sep 2021
Category	Value	Value
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	Nifty 500 Value 50 TRI
Turn Over	34.8%	15%
Expense Ratio	2.05	2.33
Manager	Rajasa Kakulavarapu	Vinayak Jayanath
ISIN Code	INF090I01296	INF846K013C4
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	Axis Value Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Templeton India Value Fund - Growth Plan	Axis Value Fund - Regular Plan - Growth
1 Month	-0.13%	1.02%
6 Month	7.4%	11.78%
1 Year	-4.52%	-0.68%
3 Year	18.42%	23.67%
5 Year	27.32%	-

Scheme Name	Templeton India Value Fund - Growth Plan	Axis Value Fund - Regular Plan - Growth
6 Month	0.63%	3.3%
1 Year	7.11%	12.23%
3 Year	13.31%	19.62%
5 Year	17.33%	-

Scheme Name	Templeton India Value Fund - Growth Plan	Axis Value Fund - Regular Plan - Growth
1 Year	16.78%	22.08%
3 Year	16.19%	21.38%
5 Year	13.81%	-

Scheme Name	Templeton India Value Fund - Growth Plan	Axis Value Fund - Regular Plan - Growth
Standard Deviation	12.73%	13.56%
Sharp	0.94%	1.13%
Beta	0.91%	0.98%
Alpha	2.13%	6.07%

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
Funds Managed	10	18
	Templeton India Value Fund - Growth Plan	Axis Value Fund - Regular Plan - Growth

Scheme Name	Templeton India Value Fund - Growth Plan	Axis Value Fund - Regular Plan - Growth
Others	8.34	6.51
Large Cap	65.64	58.7
Small Cap	21.23	18.27
Mid Cap	4.79	16.53

Scheme Name	Templeton India Value Fund - Growth Plan	Axis Value Fund - Regular Plan - Growth
Others	3.5	1.71
Energy	10.69	5.71
Technology	6.57	12.5
Financial Services	34.14	29.01
Basic Materials	6.78	4.67
Healthcare	6.54	11.62
Industrials	5.59	10.25
Consumer Cyclical	9.42	12.04
Real Estate	2.89	2.73
Communication Services	2.96	3
Utilities	5.86	3.73
Consumer Defensive	5.05	3.04