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HDFC Capital Builder Value Fund vs Templeton India Value Fund compare
Templeton India Value Fund - Growth Plan
HDFC Value Fund - Growth Plan
Chart Comparison
Overview
| Scheme Name | Templeton India Value Fund - Growth Plan | HDFC Value Fund - Growth Plan |
|---|---|---|
| Fund | Templeton India Value Fund - Growth Plan | HDFC Value Fund - Growth Plan |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Average |
| Asset Size (Cr) | ₹2237 Cr | ₹7348 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 04 Sep 2003 | 01 Feb 1994 |
| Category | Value | Value |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 34.8% | 4.74% |
| Expense Ratio | 2.05 | 1.84 |
| Manager | Rajasa Kakulavarapu | Dhruv Muchhal |
| ISIN Code | INF090I01296 | INF179K01426 |
| 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 | HDFC Capital Builder Value Fund - 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 | HDFC Value Fund - Growth Plan |
|---|---|---|
| 1 Month | -0.98% | -1.22% |
| 6 Month | 8.87% | 13.12% |
| 1 Year | -5.58% | 0.96% |
| 3 Year | 19.04% | 19.85% |
| 5 Year | 26.58% | 22.45% |
SIP Return Analysis
| Scheme Name | Templeton India Value Fund - Growth Plan | HDFC Value Fund - Growth Plan |
|---|---|---|
| 6 Month | 1.27% | 3.94% |
| 1 Year | 0.02% | 6.52% |
| 3 Year | 13.47% | 17.5% |
| 5 Year | 18.21% | 18% |
Rolling Lumpsum Returns
| Scheme Name | Templeton India Value Fund - Growth Plan | HDFC Value Fund - Growth Plan |
|---|---|---|
| 1 Year | 17.07% | 14.37% |
| 3 Year | 16.07% | 15.4% |
| 5 Year | 13.73% | 14.98% |
Risk Management
| Scheme Name | Templeton India Value Fund - Growth Plan | HDFC Value Fund - Growth Plan |
|---|---|---|
| Standard Deviation | 12.73% | 13.11% |
| Sharp | 1.06% | 1.01% |
| Beta | 0.91% | 0.96% |
| Alpha | 3.15% | 3.64% |
Fund Managers
| Scheme Name | Templeton India Value Fund - Growth Plan | HDFC Value Fund - Growth Plan |
|---|---|---|
| Name | Rajasa Kakulavarapu | Dhruv Muchhal |
| Total AUM | ₹28545 Cr | ₹520687 Cr |
| Funds Managed | 10 | 40 |
| Templeton India Value Fund - Growth Plan | HDFC Value Fund - Growth Plan |
Market Cap
| Scheme Name |
Templeton India Value Fund - Growth Plan |
HDFC Value Fund - Growth Plan |
|---|---|---|
| Others | 8.95 | 2.04 |
| Large Cap | 65.07 | 68.16 |
| Small Cap | 21.53 | 17.59 |
| Mid Cap | 4.44 | 12.21 |
Sector Allocation
| Scheme Name |
Templeton India Value Fund - Growth Plan |
HDFC Value Fund - Growth Plan |
|---|---|---|
| Others | 4.28 | 1.68 |
| Energy | 10.79 | 2.56 |
| Technology | 5.35 | 9.07 |
| Financial Services | 34.55 | 36.49 |
| Basic Materials | 6.84 | 4.12 |
| Healthcare | 6.75 | 7.63 |
| Industrials | 4.76 | 8.74 |
| Consumer Cyclical | 10.05 | 9.95 |
| Real Estate | 2.81 | 3.42 |
| Communication Services | 3.03 | 4.17 |
| Utilities | 5.7 | 5.17 |
| Consumer Defensive | 5.09 | 7.01 |
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