Templeton India Value Fund vs Axis Value Fund compare

Link copied to clipboard!

Templeton India Value Fund - Growth Plan

Invest Now

Axis Value Fund - Regular Plan - Growth

Invest Now

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	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%	-

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%	-

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%	-

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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

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

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