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Templeton India Value Fund vs Aditya Birla Sun Life Pure Value Fund compare

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tortoise-icon Templeton India Value Fund - Growth Plan

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tortoise-icon Aditya Birla Sun Life Pure Value Fund - 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 Aditya Birla Sun Life Pure Value Fund - Growth Option
Fund Templeton India Value Fund - Growth Plan Aditya Birla Sun Life Pure Value Fund - Growth Option
Investment Plan Growth Growth
Level of Risk Moderately High Very High
Asset Size (Cr) ₹2107 Cr ₹5929 Cr
Min Investment ₹5000 ₹1000
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 04 Sep 2003 27 Mar 2008
Category Value Value
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 34.8% 83%
Expense Ratio 2.06 1.88
Manager Rajasa Kakulavarapu Dhaval Joshi
ISIN Code INF090I01296 INF209K01LF3
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 Aditya Birla Sun Life Pure Value Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Templeton India Value Fund - Growth Plan Aditya Birla Sun Life Pure Value Fund - Growth Option
1 Month 6.92% 5.01%
6 Month -4.97% -11.52%
1 Year 5.02% 1.69%
3 Year 20.71% 19.32%
5 Year 31.88% 26.35%

SIP Return Analysis

Scheme Name Templeton India Value Fund - Growth Plan Aditya Birla Sun Life Pure Value Fund - Growth Option
6 Month 1.31% -3.43%
1 Year -6.2% -14.32%
3 Year 15.79% 14.3%
5 Year 20.67% 17.19%

Rolling Lumpsum Returns

Scheme Name Templeton India Value Fund - Growth Plan Aditya Birla Sun Life Pure Value Fund - Growth Option
1 Year 18.06% 14.12%
3 Year 15.75% 17.65%
5 Year 13.5% 17.36%

Risk Management

Scheme Name Templeton India Value Fund - Growth Plan Aditya Birla Sun Life Pure Value Fund - Growth Option
Standard Deviation 12.73% 15.69%
Sharp 0.92% 0.65%
Beta 0.93% 1.13%
Alpha 4.14% 0.66%

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Fund Managers

Scheme Name Templeton India Value Fund - Growth Plan Aditya Birla Sun Life Pure Value Fund - Growth Option
Name Rajasa Kakulavarapu Dhaval Joshi
Total AUM ₹28545 Cr ₹361932 Cr
Funds Managed 10 55
Templeton India Value Fund - Growth Plan Aditya Birla Sun Life Pure Value Fund - Growth Option

Market Cap

Scheme Name

Templeton India Value Fund - Growth Plan

Aditya Birla Sun Life Pure Value Fund - Growth Option

Others 7.8 0.96
Mid Cap 4.16 14.05
Large Cap 68.8 44.16
Small Cap 19.22 40.67

Sector Allocation

Scheme Name

Templeton India Value Fund - Growth Plan

Aditya Birla Sun Life Pure Value Fund - Growth Option

Others 5.01 0.96
Fertilizers & Agrochemicals 1.63 1.01
Petroleum Products 7.44 5.21
IT - Software 5.86 7.66
Retailing 1.72 0.9
Banks 30.87 9.08
Cement & Cement Products 3.51 5.61
Pharmaceuticals & Biotechnology 6.49 7.32
Transport Services 0.55 0.41
Leisure Services 2.48 0.68
Ferrous Metals 1.86 2.13
Realty 2.79 2.53
Automobiles 7.58 4.4
Finance 0.41 6.51
Healthcare Services 0.75 -
Telecom - Services 1.57 1.16
Gas 2.75 2.92
Consumer Durables 1.55 -
Industrial Products 1.35 4.82
Diversified FMCG 3.15 1.5
Industrial Manufacturing 0.43 2.47
Oil 2.37 -
Personal Products 1.67 -
Insurance 2.31 1.74
Power 2.97 3.06
Commercial Services & Supplies 0.91 -
Auto Components - 8.93
Construction - 4.03
Electrical Equipment - 2.64
Agricultural Food & other Products - 1.27
IT - Services - 1.31
Textiles & Apparels - 1.45
Chemicals & Petrochemicals - 0.67
Diversified Metals - 1.71
Aerospace & Defense - 1.18
Capital Markets - 3.1
Transport Infrastructure - 1.47

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