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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) | ₹2326 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 | 2.05 | 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 | -3.49% | -4.75% |
| 6 Month | -0.06% | -4.45% |
| 1 Year | 6.49% | -0.12% |
| 3 Year | 16.45% | 17.36% |
| 5 Year | 19.93% | - |
SIP Return Analysis
| Scheme Name | Templeton India Value Fund - Growth Plan | Quant Value Fund Regular - Growth |
|---|---|---|
| 6 Month | 1.08% | -0.98% |
| 1 Year | 8.43% | 4.95% |
| 3 Year | 11.57% | 11.44% |
| 5 Year | 15.66% | - |
Rolling Lumpsum Returns
| Scheme Name | Templeton India Value Fund - Growth Plan | Quant Value Fund Regular - Growth |
|---|---|---|
| 1 Year | 16.36% | 18.96% |
| 3 Year | 16.43% | 21.71% |
| 5 Year | 14% | - |
Risk Management
| Scheme Name | Templeton India Value Fund - Growth Plan | Quant Value Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 12.73% | 21.18% |
| Sharp | 0.97% | 0.74% |
| Beta | 0.9% | 1.25% |
| Alpha | 1.97% | 0.06% |
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 | 9.33 | 34.52 |
| Large Cap | 66.41 | 42.26 |
| Small Cap | 21.47 | 15.95 |
| Mid Cap | 2.8 | 7.27 |
Sector Allocation
| Scheme Name |
Templeton India Value Fund - Growth Plan |
Quant Value Fund Regular - Growth |
|---|---|---|
| Others | 2.74 | 16.83 |
| Energy | 11 | 2.74 |
| Technology | 9.9 | 1.42 |
| Financial Services | 31.62 | 32.91 |
| Basic Materials | 5.6 | 1.17 |
| Healthcare | 6.06 | 7.49 |
| Industrials | 6.28 | 12.13 |
| Consumer Cyclical | 9.72 | 1.34 |
| Real Estate | 2.85 | - |
| Communication Services | 2.95 | 1.85 |
| Utilities | 6.7 | 18.31 |
| Consumer Defensive | 4.59 | 3.81 |
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