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Templeton India Value Fund vs Aditya Birla Sun Life Pure Value Fund compare
Templeton India Value Fund - Growth Plan
Aditya Birla Sun Life Value Fund - Growth Option
Chart Comparison
Overview
| Scheme Name | Templeton India Value Fund - Growth Plan | Aditya Birla Sun Life Value Fund - Growth Option |
|---|---|---|
| Fund | Templeton India Value Fund - Growth Plan | Aditya Birla Sun Life Value Fund - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Average |
| Asset Size (Cr) | ₹2209 Cr | ₹5879 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 | 2.05 | 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 Value Fund - Growth Option |
|---|---|---|
| 1 Month | 0.06% | 0.77% |
| 6 Month | 9.68% | 11.58% |
| 1 Year | -4.3% | -7.57% |
| 3 Year | 18.65% | 20.33% |
| 5 Year | 26.74% | 22.26% |
SIP Return Analysis
| Scheme Name | Templeton India Value Fund - Growth Plan | Aditya Birla Sun Life Value Fund - Growth Option |
|---|---|---|
| 6 Month | 0.63% | 1.33% |
| 1 Year | 7.11% | 6.27% |
| 3 Year | 13.31% | 14.26% |
| 5 Year | 17.33% | 16.44% |
Rolling Lumpsum Returns
| Scheme Name | Templeton India Value Fund - Growth Plan | Aditya Birla Sun Life Value Fund - Growth Option |
|---|---|---|
| 1 Year | 16.78% | 12.46% |
| 3 Year | 16.19% | 17.97% |
| 5 Year | 13.81% | 17.96% |
Risk Management
| Scheme Name | Templeton India Value Fund - Growth Plan | Aditya Birla Sun Life Value Fund - Growth Option |
|---|---|---|
| Standard Deviation | 12.73% | 15.69% |
| Sharp | 0.94% | 0.85% |
| Beta | 0.91% | 1.13% |
| Alpha | 2.13% | 1.72% |
Fund Managers
| Scheme Name | Templeton India Value Fund - Growth Plan | Aditya Birla Sun Life 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 Value Fund - Growth Option |
Market Cap
| Scheme Name |
Templeton India Value Fund - Growth Plan |
Aditya Birla Sun Life Value Fund - Growth Option |
|---|---|---|
| Others | 8.34 | 8.89 |
| Large Cap | 65.64 | 47.65 |
| Small Cap | 21.23 | 33.93 |
| Mid Cap | 4.79 | 9.53 |
Sector Allocation
| Scheme Name |
Templeton India Value Fund - Growth Plan |
Aditya Birla Sun Life Value Fund - Growth Option |
|---|---|---|
| Others | 3.5 | 3.78 |
| Energy | 10.69 | 4.91 |
| Technology | 6.57 | 11.86 |
| Financial Services | 34.14 | 23.71 |
| Basic Materials | 6.78 | 12.66 |
| Healthcare | 6.54 | 7.05 |
| Industrials | 5.59 | 14.01 |
| Consumer Cyclical | 9.42 | 9.06 |
| Real Estate | 2.89 | 3.17 |
| Communication Services | 2.96 | 0.5 |
| Utilities | 5.86 | 5.48 |
| Consumer Defensive | 5.05 | 3.81 |
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