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Axis Value Fund vs Templeton India Value Fund compare
Templeton India Value Fund - Growth Plan
Axis Value Fund - Regular Plan - Growth
Chart Comparison
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) | ₹2326 Cr | ₹1372 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 |
Trailing Lumpsum Returns
| Scheme Name | Templeton India Value Fund - Growth Plan | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -3.67% | -3.13% |
| 6 Month | -1.13% | -0.16% |
| 1 Year | 5.33% | 5.16% |
| 3 Year | 16.18% | 21.37% |
| 5 Year | 19.43% | - |
SIP Return Analysis
| Scheme Name | Templeton India Value Fund - Growth Plan | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.08% | 0.82% |
| 1 Year | 8.43% | 11.18% |
| 3 Year | 11.57% | 16.36% |
| 5 Year | 15.66% | - |
Rolling Lumpsum Returns
| Scheme Name | Templeton India Value Fund - Growth Plan | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 16.36% | 19.22% |
| 3 Year | 16.43% | 21.92% |
| 5 Year | 14% | - |
Risk Management
| Scheme Name | Templeton India Value Fund - Growth Plan | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.73% | 14.73% |
| Sharp | 0.97% | 1.24% |
| Beta | 0.9% | 0.98% |
| Alpha | 1.97% | 5.79% |
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 |
| Funds Managed | 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 |
|---|---|---|
| Others | 9.33 | 10.09 |
| Large Cap | 66.41 | 58.88 |
| Small Cap | 21.47 | 16.85 |
| Mid Cap | 2.8 | 14.18 |
Sector Allocation
| Scheme Name |
Templeton India Value Fund - Growth Plan |
Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Others | 2.74 | 2.82 |
| Energy | 11 | 6.74 |
| Technology | 9.9 | 10.25 |
| Financial Services | 31.62 | 34.32 |
| Basic Materials | 5.6 | 4.36 |
| Healthcare | 6.06 | 10.58 |
| Industrials | 6.28 | 10.23 |
| Consumer Cyclical | 9.72 | 10.9 |
| Real Estate | 2.85 | 1.92 |
| Communication Services | 2.95 | 3.62 |
| Utilities | 6.7 | 2.1 |
| Consumer Defensive | 4.59 | 2.17 |
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