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Templeton India Value Fund vs Axis Value Fund compare
Templeton India Value Fund - Growth Plan
Axis Value Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Templeton India Value Fund - Growth Plan | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Templeton India Value Fund - Growth Plan | Axis Value Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Very High |
| Asset Size (Cr) | ₹2209 Cr | ₹1021 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 04 Sep 2003 | 22 Sep 2021 |
| Category | Value | Value |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | Nifty 500 Value 50 TRI |
| Turn Over | 34.8% | 15% |
| Expense Ratio | 2.05 | 2.33 |
| Manager | Rajasa Kakulavarapu | Vinayak Jayanath |
| ISIN Code | INF090I01296 | INF846K013C4 |
| 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 | Axis Value 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 | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 2.22% | 3.15% |
| 6 Month | 11.97% | 14.49% |
| 1 Year | -6.08% | -1.11% |
| 3 Year | 16.79% | 21.28% |
| 5 Year | 26.96% | - |
SIP Return Analysis
| Scheme Name | Templeton India Value Fund - Growth Plan | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.17% | 4.75% |
| 1 Year | 6.33% | 10.67% |
| 3 Year | 14.26% | 20.44% |
| 5 Year | 18.19% | - |
Rolling Lumpsum Returns
| Scheme Name | Templeton India Value Fund - Growth Plan | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 17.07% | 23.21% |
| 3 Year | 16.07% | 21.29% |
| 5 Year | 13.73% | - |
Risk Management
| Scheme Name | Templeton India Value Fund - Growth Plan | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.73% | 13.88% |
| Sharp | 0.88% | 0.97% |
| Beta | 0.9% | 0.99% |
| Alpha | 2.75% | 5.68% |
Fund Managers
| Scheme Name | Templeton India Value Fund - Growth Plan | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Name | Rajasa Kakulavarapu | Vinayak Jayanath |
| Total AUM | ₹28545 Cr | ₹0 Cr |
| Funds Managed | 10 | 18 |
| Templeton India Value Fund - Growth Plan | Axis Value Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Templeton India Value Fund - Growth Plan |
Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Others | 8.95 | 5.7 |
| Large Cap | 65.07 | 58.19 |
| Small Cap | 21.53 | 19.26 |
| Mid Cap | 4.44 | 16.84 |
Sector Allocation
| Scheme Name |
Templeton India Value Fund - Growth Plan |
Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Others | 4.28 | 1.91 |
| Energy | 10.79 | 5.88 |
| Technology | 5.35 | 12.44 |
| Financial Services | 34.55 | 30.3 |
| Basic Materials | 6.84 | 4.93 |
| Healthcare | 6.75 | 11.42 |
| Industrials | 4.76 | 10.62 |
| Consumer Cyclical | 10.05 | 10.62 |
| Real Estate | 2.81 | 2.46 |
| Communication Services | 3.03 | 2.88 |
| Utilities | 5.7 | 3.88 |
| Consumer Defensive | 5.09 | 2.67 |
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