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Quant Value Fund Regular vs Templeton India Value Fund compare
Templeton India Value Fund - Growth Plan
Quant Value Fund Regular - Growth
Chart Comparison
Overview
| Scheme Name | Templeton India Value Fund - Growth Plan | Quant Value Fund Regular - Growth |
|---|---|---|
| Fund | Templeton India Value Fund - Growth Plan | Quant Value Fund Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Very High |
| Asset Size (Cr) | ₹2107 Cr | ₹1776 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 04 Sep 2003 | 30 Nov 2021 |
| Category | Value | Value |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 34.8% | % |
| Expense Ratio | 2.06 | 1.99 |
| Manager | Rajasa Kakulavarapu | Sanjeev Sharma |
| ISIN Code | INF090I01296 | INF966L01AQ6 |
| 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 | Quant Value Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Templeton India Value Fund - Growth Plan | Quant Value Fund Regular - Growth |
|---|---|---|
| 1 Month | 5.09% | 3.17% |
| 6 Month | -3.71% | -10.18% |
| 1 Year | 4.04% | -9.15% |
| 3 Year | 19.7% | 19.5% |
| 5 Year | 30.42% | - |
SIP Return Analysis
| Scheme Name | Templeton India Value Fund - Growth Plan | Quant Value Fund Regular - Growth |
|---|---|---|
| 6 Month | 1.98% | -1.7% |
| 1 Year | -5.16% | -16.47% |
| 3 Year | 17.3% | 19.18% |
| 5 Year | 21.99% | - |
Rolling Lumpsum Returns
| Scheme Name | Templeton India Value Fund - Growth Plan | Quant Value Fund Regular - Growth |
|---|---|---|
| 1 Year | 18.06% | 30.49% |
| 3 Year | 15.75% | 24.4% |
| 5 Year | 13.5% | - |
Risk Management
| Scheme Name | Templeton India Value Fund - Growth Plan | Quant Value Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 12.73% | 20.002% |
| Sharp | 0.76% | 0.772% |
| Beta | 0.92% | 1.258% |
| Alpha | 4.23% | 5.32% |
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Fund Managers
| Scheme Name | Templeton India Value Fund - Growth Plan | Quant Value Fund Regular - Growth |
|---|---|---|
| Name | Rajasa Kakulavarapu | Sanjeev Sharma |
| Total AUM | ₹28545 Cr | ₹39731 Cr |
| Funds Managed | 10 | 22 |
| Templeton India Value Fund - Growth Plan | Quant Value Fund Regular - Growth |
Market Cap
| Scheme Name |
Templeton India Value Fund - Growth Plan |
Quant Value Fund Regular - Growth |
|---|---|---|
| Others | 8.3 | 13.11 |
| Large Cap | 67.59 | 51.08 |
| Small Cap | 19.44 | 28.92 |
| Mid Cap | 4.68 | 6.9 |
Sector Allocation
| Scheme Name |
Templeton India Value Fund - Growth Plan |
Quant Value Fund Regular - Growth |
|---|---|---|
| Others | 8.1 | 13.11 |
| Basic Materials | 8.34 | 9.82 |
| Energy | 9.48 | 10.14 |
| Technology | 6.51 | 1.74 |
| Consumer Cyclical | 11.48 | 4.87 |
| Financial Services | 32.93 | 26.31 |
| Healthcare | 7.2 | 4.06 |
| Industrials | 3.16 | 7.68 |
| Communication Services | 2.83 | 2.03 |
| Utilities | 5.3 | 8.17 |
| Consumer Defensive | 4.67 | 12.07 |
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