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 Sterling 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 Sterling Value Fund - Regular Plan - Growth
Fund	Templeton India Value Fund - Growth Plan	BANDHAN Sterling Value Fund - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Moderately High	Very High
Asset Size (Cr)	₹2107 Cr	₹9587 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	2.06	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 Sterling Value Fund - Regular Plan - Growth
1 Month	2.88%	2.79%
6 Month	2.69%	1.72%
1 Year	3.97%	5%
3 Year	22.49%	20.12%
5 Year	32.97%	35.25%

Scheme Name	Templeton India Value Fund - Growth Plan	BANDHAN Sterling Value Fund - Regular Plan - Growth
6 Month	6.19%	5.45%
1 Year	2.78%	2.64%
3 Year	18.91%	18.29%
5 Year	22.42%	22.08%

Scheme Name	Templeton India Value Fund - Growth Plan	BANDHAN Sterling Value Fund - Regular Plan - Growth
1 Year	18.06%	13.57%
3 Year	15.75%	17.79%
5 Year	13.5%	16.52%

Scheme Name	Templeton India Value Fund - Growth Plan	BANDHAN Sterling Value Fund - Regular Plan - Growth
Standard Deviation	12.73%	13.72%
Sharp	0.92%	0.672%
Beta	0.93%	0.912%
Alpha	4.14%	3.11%

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Scheme Name	Templeton India Value Fund - Growth Plan	BANDHAN Sterling 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 Sterling Value Fund - Regular Plan - Growth

Scheme Name	Templeton India Value Fund - Growth Plan	BANDHAN Sterling Value Fund - Regular Plan - Growth
Others	7.8	9.33
Mid Cap	4.16	14.74
Large Cap	68.8	59.51
Small Cap	19.22	16.41

Scheme Name	Templeton India Value Fund - Growth Plan	BANDHAN Sterling Value Fund - Regular Plan - Growth
Others	5.01	9.28
Fertilizers & Agrochemicals	1.63	-
Petroleum Products	7.44	-
IT - Software	5.86	-
Retailing	1.72	-
Banks	30.87	-
Cement & Cement Products	3.51	-
Pharmaceuticals & Biotechnology	6.49	-
Transport Services	0.55	-
Leisure Services	2.48	-
Ferrous Metals	1.86	-
Realty	2.79	-
Automobiles	7.58	-
Finance	0.41	-
Healthcare Services	0.75	-
Telecom - Services	1.57	-
Gas	2.75	-
Consumer Durables	1.55	-
Industrial Products	1.35	-
Diversified FMCG	3.15	-
Industrial Manufacturing	0.43	-
Oil	2.37	-
Personal Products	1.67	-
Insurance	2.31	-
Power	2.97	-
Commercial Services & Supplies	0.91	-
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