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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) | ₹2260 Cr | ₹1192 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 | 1.02% | -0.93% |
| 6 Month | 3.71% | 5.5% |
| 1 Year | 2.89% | 1.97% |
| 3 Year | 16.71% | 22.26% |
| 5 Year | 22.43% | - |
SIP Return Analysis
| Scheme Name | Templeton India Value Fund - Growth Plan | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.12% | 2.68% |
| 1 Year | 14% | 15.48% |
| 3 Year | 13.74% | 18.54% |
| 5 Year | 16.91% | - |
Rolling Lumpsum Returns
| Scheme Name | Templeton India Value Fund - Growth Plan | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 16.5% | 22.08% |
| 3 Year | 16.38% | 21.38% |
| 5 Year | 13.94% | - |
Risk Management
| Scheme Name | Templeton India Value Fund - Growth Plan | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.34% | 13.54% |
| Sharp | 0.78% | 1.07% |
| Beta | 0.90% | 0.99% |
| Alpha | 1.84% | 6.03% |
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 | 8.99 | 7.45 |
| Large Cap | 64.65 | 57.45 |
| Small Cap | 22.98 | 19.28 |
| Mid Cap | 3.38 | 15.82 |
Sector Allocation
| Scheme Name |
Templeton India Value Fund - Growth Plan |
Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Others | 4.17 | 1.2 |
| Energy | 11.06 | 6.2 |
| Technology | 6.47 | 11.35 |
| Financial Services | 33.29 | 31.05 |
| Basic Materials | 7.08 | 4.28 |
| Healthcare | 6.13 | 10.8 |
| Industrials | 6.32 | 12.48 |
| Consumer Cyclical | 8.64 | 11.15 |
| Real Estate | 3.04 | 3.25 |
| Communication Services | 2.93 | 3.19 |
| Utilities | 6.01 | 2.81 |
| Consumer Defensive | 4.87 | 2.24 |
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