Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Canara Robeco Value Fund vs Templeton India Value Fund compare

Link copied to clipboard!

tortoise-icon Templeton India Value Fund - Growth Plan

Invest Now

tortoise-icon Canara Robeco Value Fund - Regular Plan - Growth Option

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Templeton India Value Fund - Growth Plan Canara Robeco Value Fund - Regular Plan - Growth Option
Fund Templeton India Value Fund - Growth Plan Canara Robeco Value Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Moderately High Very High
Asset Size (Cr) ₹2209 Cr ₹1270 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 04 Sep 2003 03 Sep 2021
Category Value Value
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI BSE 500
Turn Over 34.8% 39.82%
Expense Ratio 2.05 2.14
Manager Rajasa Kakulavarapu Vishal Mishra
ISIN Code INF090I01296 INF760K01JZ7
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 Canara Robeco 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 Canara Robeco Value Fund - Regular Plan - Growth Option
1 Month 2.91% 2%
6 Month 12.8% 13.65%
1 Year -5.22% -4.73%
3 Year 17.6% 17.61%
5 Year 26.73% -

SIP Return Analysis

Scheme Name Templeton India Value Fund - Growth Plan Canara Robeco Value Fund - Regular Plan - Growth Option
6 Month 2.17% 1.45%
1 Year 6.33% 5.59%
3 Year 14.26% 14.39%
5 Year 18.19% -

Rolling Lumpsum Returns

Scheme Name Templeton India Value Fund - Growth Plan Canara Robeco Value Fund - Regular Plan - Growth Option
1 Year 17.07% 20.26%
3 Year 16.07% 20.59%
5 Year 13.73% -

Risk Management

Scheme Name Templeton India Value Fund - Growth Plan Canara Robeco Value Fund - Regular Plan - Growth Option
Standard Deviation 12.73% 13.02%
Sharp 0.88% 0.78%
Beta 0.9% 0.95%
Alpha 2.75% 2.65%

Fund Managers

Scheme Name Templeton India Value Fund - Growth Plan Canara Robeco Value Fund - Regular Plan - Growth Option
Name Rajasa Kakulavarapu Vishal Mishra
Total AUM ₹28545 Cr ₹19446 Cr
Funds Managed 10 5
Templeton India Value Fund - Growth Plan Canara Robeco Value Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Templeton India Value Fund - Growth Plan

Canara Robeco Value Fund - Regular Plan - Growth Option

Others 8.34 5.83
Large Cap 65.64 61.24
Small Cap 21.23 25.78
Mid Cap 4.79 7.14

Sector Allocation

Scheme Name

Templeton India Value Fund - Growth Plan

Canara Robeco Value Fund - Regular Plan - Growth Option

Others 3.5 4.76
Energy 10.69 7.9
Technology 6.57 7.72
Financial Services 34.14 30.44
Basic Materials 6.78 5.1
Healthcare 6.54 8.43
Industrials 5.59 10.8
Consumer Cyclical 9.42 7.06
Real Estate 2.89 1.91
Communication Services 2.96 3.87
Utilities 5.86 4.38
Consumer Defensive 5.05 7.62

Top Comparisons

PGIM India Liquid Fund - Growth PGIM India Liquid Fund - Growth

3Y Returns6.98%

VS

Axis Liquid Fund - Regular Plan - Growth Option Axis Liquid Fund - Regular Plan - Growth Option

3Y Returns7.04%

Compare Now

Bajaj Finserv Overnight Fund Regular - Growth Bajaj Finserv Overnight Fund Regular - Growth

3Y Returns0%

VS

Tata Overnight Fund-Regular Plan-Growth Tata Overnight Fund-Regular Plan-Growth

3Y Returns6.36%

Compare Now

Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

3Y Returns22.7%

VS

DSP Flexi Cap Fund - Regular Plan - Growth DSP Flexi Cap Fund - Regular Plan - Growth

3Y Returns17.26%

Compare Now

BANDHAN Infrastructure Fund - Regular Plan - Growth BANDHAN Infrastructure Fund - Regular Plan - Growth

3Y Returns26.47%

VS

Nippon India Power & Infra Fund-Growth Plan -Growth Option Nippon India Power & Infra Fund-Growth Plan -Growth Option

3Y Returns28.19%

Compare Now
Add to Cart Successfully