Templeton India Value Fund vs Axis Value Fund compare

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Templeton India Value Fund - Growth Plan

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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

Scheme Name	Templeton India Value Fund - Growth Plan	Axis Value Fund - Regular Plan - Growth
1 Month	1.51%	2.79%
6 Month	-1.6%	-4.35%
1 Year	-0.14%	6.43%
3 Year	23.74%	26.93%
5 Year	30.07%	-

Scheme Name	Templeton India Value Fund - Growth Plan	Axis Value Fund - Regular Plan - Growth
6 Month	6.39%	5.91%
1 Year	2.23%	3.51%
3 Year	17.01%	21.78%
5 Year	20.99%	-

Scheme Name	Templeton India Value Fund - Growth Plan	Axis Value Fund - Regular Plan - Growth
1 Year	17.54%	24.99%
3 Year	15.85%	20.47%
5 Year	13.62%	-

Scheme Name	Templeton India Value Fund - Growth Plan	Axis Value Fund - Regular Plan - Growth
Standard Deviation	12.73%	14.624%
Sharp	1.06%	0.892%
Beta	0.92%	1.009%
Alpha	3.4%	4.878%

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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

Scheme Name	Templeton India Value Fund - Growth Plan	Axis Value Fund - Regular Plan - Growth
Others	7.84	12.87
Mid Cap	3.89	10
Large Cap	68.39	54.32
Small Cap	19.89	22.81

Scheme Name	Templeton India Value Fund - Growth Plan	Axis Value Fund - Regular Plan - Growth
Others	5.2	12.38
Fertilizers & Agrochemicals	1.63	-
Petroleum Products	7.77	-
IT - Software	5.57	-
Retailing	2.12	-
Banks	31.47	-
Cement & Cement Products	3.04	-
Pharmaceuticals & Biotechnology	6.58	-
Transport Services	0.52	-
Leisure Services	2.66	-
Ferrous Metals	1.6	-
Realty	2.64	-
Automobiles	7.32	-
Finance	0.41	-
Healthcare Services	0.78	-
Telecom - Services	1.81	-
Gas	2.18	-
Consumer Durables	1.4	-
Industrial Products	1.33	-
Diversified FMCG	3.1	-
Industrial Manufacturing	0.5	-
Oil	2.45	-
Personal Products	1.78	-
Insurance	2.38	-
Power	2.87	-
Commercial Services & Supplies	0.9	-
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