Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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

Link copied to clipboard!

tortoise-icon Templeton India Value Fund - Growth Plan

Invest Now

tortoise-icon Tata Equity PE Fund Regular Plan -(Growth Option)

Invest Now

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

Trailing Lumpsum Returns

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%

SIP Return Analysis

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%

Rolling Lumpsum Returns

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%

Risk Management

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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

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)

Market Cap

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

Sector Allocation

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

Top Comparisons

Motilal Oswal Asset Allocation FOF- A- Regular Growth Motilal Oswal Asset Allocation FOF- A- Regular Growth

3Y Returns17.12%

VS

HSBC Multi Asset Active FOF  - Growth HSBC Multi Asset Active FOF - Growth

3Y Returns15.99%

Compare Now

Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth

3Y Returns19.1%

VS

Canara Robeco ELSS Tax Saver Fund - Regular Plan - Growth Option Canara Robeco ELSS Tax Saver Fund - Regular Plan - Growth Option

3Y Returns19.07%

Compare Now

SBI Magnum Global Fund - Regular Plan -Growth SBI Magnum Global Fund - Regular Plan -Growth

3Y Returns13.93%

VS

Aditya Birla Sun Life MNC Fund - Growth - Regular Plan Aditya Birla Sun Life MNC Fund - Growth - Regular Plan

3Y Returns14.17%

Compare Now

Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option

3Y Returns20.73%

VS

Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth

3Y Returns20.38%

Compare Now
Add to Cart Successfully