Tata Equity PE Fund Regular Plan vs Templeton India Value Fund compare

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Templeton India Value Fund - Growth Plan

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Tata Equity PE Fund Regular Plan -(Growth Option)

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Chart Comparison

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

Overview

Scheme Name	Templeton India Value Fund - Growth Plan	Tata Equity PE Fund Regular Plan -(Growth Option)
Fund	Templeton India Value Fund - Growth Plan	Tata Equity PE Fund Regular Plan -(Growth Option)
Investment Plan	Growth	Growth
Level of Risk	Moderately High	Very High
Asset Size (Cr)	₹2225 Cr	₹8506 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹1000
Launch Date	04 Sep 2003	29 Jun 2004
Category	Value	Value
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	34.8%	48.01%
Expense Ratio	2.05	1.8
Manager	Rajasa Kakulavarapu	Amey Sathe
ISIN Code	INF090I01296	INF277K01451
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	Tata Equity PE Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Templeton India Value Fund - Growth Plan	Tata Equity PE Fund Regular Plan -(Growth Option)
1 Month	1.51%	3.11%
6 Month	-1.6%	-5.11%
1 Year	-0.14%	0.3%
3 Year	23.74%	23.79%
5 Year	30.07%	24.03%

Scheme Name	Templeton India Value Fund - Growth Plan	Tata Equity PE Fund Regular Plan -(Growth Option)
6 Month	6.39%	7.39%
1 Year	2.23%	1.45%
3 Year	17.01%	18.77%
5 Year	20.99%	19.37%

Scheme Name	Templeton India Value Fund - Growth Plan	Tata Equity PE Fund Regular Plan -(Growth Option)
1 Year	17.54%	16.58%
3 Year	15.85%	16.81%
5 Year	13.62%	15.09%

Scheme Name	Templeton India Value Fund - Growth Plan	Tata Equity PE Fund Regular Plan -(Growth Option)
Standard Deviation	12.94%	14.62%
Sharp	1.13%	1%
Beta	0.9%	1.01%
Alpha	3.74%	2.51%

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Scheme Name	Templeton India Value Fund - Growth Plan	Tata Equity PE Fund Regular Plan -(Growth Option)
Name	Rajasa Kakulavarapu	Amey Sathe
Total AUM	₹28545 Cr	₹11910 Cr
Funds Managed	10	4
	Templeton India Value Fund - Growth Plan	Tata Equity PE Fund Regular Plan -(Growth Option)

Scheme Name	Templeton India Value Fund - Growth Plan	Tata Equity PE Fund Regular Plan -(Growth Option)
Others	7.84	6.89
Mid Cap	3.89	12.68
Large Cap	68.39	58.88
Small Cap	19.89	21.55

Scheme Name	Templeton India Value Fund - Growth Plan	Tata Equity PE Fund Regular Plan -(Growth Option)
Others	5.2	6.89
Fertilizers & Agrochemicals	1.63	-
Petroleum Products	7.77	5.02
IT - Software	5.57	6.02
Retailing	2.12	2.06
Banks	31.47	18.96
Cement & Cement Products	3.04	1.18
Pharmaceuticals & Biotechnology	6.58	5.05
Transport Services	0.52	-
Leisure Services	2.66	0.79
Ferrous Metals	1.6	-
Realty	2.64	1.41
Automobiles	7.32	3.45
Finance	0.41	11.64
Healthcare Services	0.78	-
Telecom - Services	1.81	3.57
Gas	2.18	0.85
Consumer Durables	1.4	1.28
Industrial Products	1.33	0.62
Diversified FMCG	3.1	3.45
Industrial Manufacturing	0.5	-
Oil	2.45	1.25
Personal Products	1.78	-
Insurance	2.38	-
Power	2.87	5.8
Commercial Services & Supplies	0.9	-
Textiles & Apparels	-	1.03
Capital Markets	-	7.13
Entertainment	-	1.47
Auto Components	-	1.78
Consumable Fuels	-	4.55
Minerals & Mining	-	1
Beverages	-	3.75