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Nippon India Value Fund vs Templeton India Value Fund compare
Templeton India Value Fund - Growth Plan
Nippon India Value Fund- Growth Plan
Chart Comparison
Overview
| Scheme Name | Templeton India Value Fund - Growth Plan | Nippon India Value Fund- Growth Plan |
|---|---|---|
| Fund | Templeton India Value Fund - Growth Plan | Nippon India Value Fund- Growth Plan |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Very High |
| Asset Size (Cr) | ₹2107 Cr | ₹8170 Cr |
| Min Investment | ₹5000 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 04 Sep 2003 | 08 Jun 2005 |
| Category | Value | Value |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 34.8% | 32% |
| Expense Ratio | 2.06 | 1.84 |
| Manager | Rajasa Kakulavarapu | Dhrumil Shah |
| ISIN Code | INF090I01296 | INF204K01GB3 |
| 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 | Nippon India 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 | Nippon India Value Fund- Growth Plan |
|---|---|---|
| 1 Month | 5.09% | 3.16% |
| 6 Month | -3.71% | -3.73% |
| 1 Year | 4.04% | 6.82% |
| 3 Year | 19.7% | 20.8% |
| 5 Year | 30.42% | 29.1% |
SIP Return Analysis
| Scheme Name | Templeton India Value Fund - Growth Plan | Nippon India Value Fund- Growth Plan |
|---|---|---|
| 6 Month | 1.98% | 1.22% |
| 1 Year | -5.16% | -3.34% |
| 3 Year | 17.3% | 22.04% |
| 5 Year | 21.99% | 22.88% |
Rolling Lumpsum Returns
| Scheme Name | Templeton India Value Fund - Growth Plan | Nippon India Value Fund- Growth Plan |
|---|---|---|
| 1 Year | 18.06% | 16.53% |
| 3 Year | 15.75% | 16.05% |
| 5 Year | 13.5% | 14.88% |
Risk Management
| Scheme Name | Templeton India Value Fund - Growth Plan | Nippon India Value Fund- Growth Plan |
|---|---|---|
| Standard Deviation | 12.73% | 15.103% |
| Sharp | 0.76% | 0.791% |
| Beta | 0.92% | 1.013% |
| Alpha | 4.23% | 5.147% |
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Fund Managers
| Scheme Name | Templeton India Value Fund - Growth Plan | Nippon India Value Fund- Growth Plan |
|---|---|---|
| Name | Rajasa Kakulavarapu | Dhrumil Shah |
| Total AUM | ₹28545 Cr | ₹14011 Cr |
| Funds Managed | 10 | 5 |
| Templeton India Value Fund - Growth Plan | Nippon India Value Fund- Growth Plan |
Market Cap
| Scheme Name |
Templeton India Value Fund - Growth Plan |
Nippon India Value Fund- Growth Plan |
|---|---|---|
| Others | 8.3 | 4.86 |
| Large Cap | 67.59 | 56.04 |
| Small Cap | 19.44 | 19.72 |
| Mid Cap | 4.68 | 19.38 |
Sector Allocation
| Scheme Name |
Templeton India Value Fund - Growth Plan |
Nippon India Value Fund- Growth Plan |
|---|---|---|
| Others | 8.1 | 4.37 |
| Basic Materials | 8.34 | 8.9 |
| Energy | 9.48 | 7.8 |
| Technology | 6.51 | 15.33 |
| Consumer Cyclical | 11.48 | 5.18 |
| Financial Services | 32.93 | 31.72 |
| Healthcare | 7.2 | 4.28 |
| Industrials | 3.16 | 11.27 |
| Communication Services | 2.83 | 3.5 |
| Utilities | 5.3 | 5.66 |
| Consumer Defensive | 4.67 | 1.24 |
| Real Estate | - | 0.76 |
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