BANDHAN Sterling Value Fund vs Templeton India Value Fund compare

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Templeton India Value Fund - Growth Plan

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Bandhan 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	Bandhan Value Fund - Regular Plan - Growth
Fund	Templeton India Value Fund - Growth Plan	Bandhan Value Fund - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Moderately High	Average
Asset Size (Cr)	₹2225 Cr	₹9961 Cr
Min Investment	₹5000	₹1000
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹1000
Launch Date	04 Sep 2003	07 Mar 2008
Category	Value	Value
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	BSE 500
Turn Over	34.8%	15%
Expense Ratio	2.05	1.77
Manager	Rajasa Kakulavarapu	Ritika Behera
ISIN Code	INF090I01296	INF194K01342
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	Bandhan Sterling 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	Bandhan Value Fund - Regular Plan - Growth
1 Month	3.11%	2.55%
6 Month	5.02%	2.95%
1 Year	0.27%	1.61%
3 Year	24.91%	23.09%
5 Year	30.3%	31.58%

Scheme Name	Templeton India Value Fund - Growth Plan	Bandhan Value Fund - Regular Plan - Growth
6 Month	8.78%	7.96%
1 Year	7.49%	6.57%
3 Year	18.87%	18.13%
5 Year	22.03%	21.41%

Scheme Name	Templeton India Value Fund - Growth Plan	Bandhan Value Fund - Regular Plan - Growth
1 Year	17.54%	12.66%
3 Year	15.85%	17.68%
5 Year	13.62%	16.72%

Scheme Name	Templeton India Value Fund - Growth Plan	Bandhan Value Fund - Regular Plan - Growth
Standard Deviation	12.73%	13.24%
Sharp	1.06%	0.95%
Beta	0.92%	0.88%
Alpha	3.4%	2.57%

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Scheme Name	Templeton India Value Fund - Growth Plan	Bandhan Value Fund - Regular Plan - Growth
Name	Rajasa Kakulavarapu	Ritika Behera
Total AUM	₹28545 Cr	₹43013 Cr
Funds Managed	10	19
	Templeton India Value Fund - Growth Plan	Bandhan Value Fund - Regular Plan - Growth

Scheme Name	Templeton India Value Fund - Growth Plan	Bandhan Value Fund - Regular Plan - Growth
Others	7.84	9.33
Mid Cap	3.89	14.74
Large Cap	68.39	59.51
Small Cap	19.89	16.41

Scheme Name	Templeton India Value Fund - Growth Plan	Bandhan Value Fund - Regular Plan - Growth
Others	5.2	9.28
Fertilizers & Agrochemicals	1.63	-
Petroleum Products	7.77	-
IT - Software	5.57	-
Retailing	2.12	-
Banks	31.47	-
Cement & Cement Products	3.04	-
Pharmaceuticals & Biotechnology	6.58	-
Transport Services	0.52	-
Leisure Services	2.66	-
Ferrous Metals	1.6	-
Realty	2.64	-
Automobiles	7.32	-
Finance	0.41	-
Healthcare Services	0.78	-
Telecom - Services	1.81	-
Gas	2.18	-
Consumer Durables	1.4	-
Industrial Products	1.33	-
Diversified FMCG	3.1	-
Industrial Manufacturing	0.5	-
Oil	2.45	-
Personal Products	1.78	-
Insurance	2.38	-
Power	2.87	-
Commercial Services & Supplies	0.9	-
Basic Materials	-	8.56
Energy	-	8.1
Technology	-	8.39
Industrials	-	8.15
Financial Services	-	28.95
Healthcare	-	5.86
Consumer Cyclical	-	10.93
Consumer Defensive	-	7.36
Utilities	-	2.62
Real Estate	-	1.78