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Templeton India Value Fund vs Axis Value Fund compare

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tortoise-icon Templeton India Value Fund - Growth Plan

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tortoise-icon Axis Value Fund - Regular Plan - Growth

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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 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) ₹2107 Cr ₹785 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 2.06 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 7.12% 6.04%
6 Month 2.26% 1.13%
1 Year 7.12% 13.43%
3 Year 23.78% 25.7%
5 Year 32.85% -

SIP Return Analysis

Scheme Name Templeton India Value Fund - Growth Plan Axis Value Fund - Regular Plan - Growth
6 Month 1.31% -1.82%
1 Year -6.2% -7.64%
3 Year 15.79% 19.05%
5 Year 20.67% -

Rolling Lumpsum Returns

Scheme Name Templeton India Value Fund - Growth Plan Axis Value Fund - Regular Plan - Growth
1 Year 18.06% 28.41%
3 Year 15.75% 20.86%
5 Year 13.5% -

Risk Management

Scheme Name Templeton India Value Fund - Growth Plan Axis Value Fund - Regular Plan - Growth
Standard Deviation 12.73% 14.624%
Sharp 0.92% 0.892%
Beta 0.93% 1.009%
Alpha 4.14% 4.878%

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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 7.8 12.87
Mid Cap 4.16 10
Large Cap 68.8 54.32
Small Cap 19.22 22.81

Sector Allocation

Scheme Name

Templeton India Value Fund - Growth Plan

Axis Value Fund - Regular Plan - Growth

Others 5.01 12.38
Fertilizers & Agrochemicals 1.63 -
Petroleum Products 7.44 -
IT - Software 5.86 -
Retailing 1.72 -
Banks 30.87 -
Cement & Cement Products 3.51 -
Pharmaceuticals & Biotechnology 6.49 -
Transport Services 0.55 -
Leisure Services 2.48 -
Ferrous Metals 1.86 -
Realty 2.79 -
Automobiles 7.58 -
Finance 0.41 -
Healthcare Services 0.75 -
Telecom - Services 1.57 -
Gas 2.75 -
Consumer Durables 1.55 -
Industrial Products 1.35 -
Diversified FMCG 3.15 -
Industrial Manufacturing 0.43 -
Oil 2.37 -
Personal Products 1.67 -
Insurance 2.31 -
Power 2.97 -
Commercial Services & Supplies 0.91 -
Energy - 4.08
Technology - 11.68
Healthcare - 11.75
Industrials - 9.27
Financial Services - 22.13
Consumer Defensive - 2.83
Basic Materials - 3.51
Consumer Cyclical - 11.04
Real Estate - 4.66
Utilities - 3.32
Communication Services - 3.35

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