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)	₹2107 Cr	₹8068 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	2.06	1.79
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	6.41%	4.67%
6 Month	2.62%	-1.01%
1 Year	6.96%	5.09%
3 Year	23.57%	23.37%
5 Year	32.93%	25.95%

Scheme Name	Templeton India Value Fund - Growth Plan	Tata Equity PE Fund Regular Plan -(Growth Option)
6 Month	6.19%	4.64%
1 Year	2.78%	-1.37%
3 Year	18.91%	19.37%
5 Year	22.42%	19.74%

Scheme Name	Templeton India Value Fund - Growth Plan	Tata Equity PE Fund Regular Plan -(Growth Option)
1 Year	18.06%	17.28%
3 Year	15.75%	16.64%
5 Year	13.5%	14.99%

Scheme Name	Templeton India Value Fund - Growth Plan	Tata Equity PE Fund Regular Plan -(Growth Option)
Standard Deviation	12.73%	12.45%
Sharp	0.92%	0.86%
Beta	0.93%	0.97%
Alpha	4.14%	3.52%

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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	7.8	5.92
Mid Cap	4.16	13.14
Large Cap	68.8	59.79
Small Cap	19.22	21.15

Scheme Name	Templeton India Value Fund - Growth Plan	Tata Equity PE Fund Regular Plan -(Growth Option)
Others	5.01	5.92
Fertilizers & Agrochemicals	1.63	-
Petroleum Products	7.44	4.87
IT - Software	5.86	6.43
Retailing	1.72	1.68
Banks	30.87	20.12
Cement & Cement Products	3.51	1.25
Pharmaceuticals & Biotechnology	6.49	4.97
Transport Services	0.55	-
Leisure Services	2.48	0.6
Ferrous Metals	1.86	-
Realty	2.79	1.33
Automobiles	7.58	3.46
Finance	0.41	12.19
Healthcare Services	0.75	-
Telecom - Services	1.57	2.97
Gas	2.75	0.92
Consumer Durables	1.55	1.28
Industrial Products	1.35	0.78
Diversified FMCG	3.15	3.32
Industrial Manufacturing	0.43	-
Oil	2.37	1.21
Personal Products	1.67	-
Insurance	2.31	-
Power	2.97	5.65
Commercial Services & Supplies	0.91	-
Textiles & Apparels	-	1.16
Capital Markets	-	7.17
Entertainment	-	1.58
Auto Components	-	1.44
Consumable Fuels	-	4.79
Minerals & Mining	-	1.09
Beverages	-	3.82