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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 | ₹1073 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 | -0.68% | 0.27% |
| 6 Month | 8.87% | 13.13% |
| 1 Year | -5.16% | -1.37% |
| 3 Year | 18.22% | 23.3% |
| 5 Year | 26.63% | - |
SIP Return Analysis
| Scheme Name | Templeton India Value Fund - Growth Plan | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.63% | 3.3% |
| 1 Year | 7.11% | 12.23% |
| 3 Year | 13.31% | 19.62% |
| 5 Year | 17.33% | - |
Rolling Lumpsum Returns
| Scheme Name | Templeton India Value Fund - Growth Plan | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 16.78% | 22.08% |
| 3 Year | 16.19% | 21.38% |
| 5 Year | 13.81% | - |
Risk Management
| Scheme Name | Templeton India Value Fund - Growth Plan | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.73% | 13.56% |
| Sharp | 0.94% | 1.13% |
| Beta | 0.91% | 0.98% |
| Alpha | 2.13% | 6.07% |
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 | 8.34 | 6.51 |
| Large Cap | 65.64 | 58.7 |
| Small Cap | 21.23 | 18.27 |
| Mid Cap | 4.79 | 16.53 |
Sector Allocation
| Scheme Name |
Templeton India Value Fund - Growth Plan |
Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Others | 3.5 | 1.71 |
| Energy | 10.69 | 5.71 |
| Technology | 6.57 | 12.5 |
| Financial Services | 34.14 | 29.01 |
| Basic Materials | 6.78 | 4.67 |
| Healthcare | 6.54 | 11.62 |
| Industrials | 5.59 | 10.25 |
| Consumer Cyclical | 9.42 | 12.04 |
| Real Estate | 2.89 | 2.73 |
| Communication Services | 2.96 | 3 |
| Utilities | 5.86 | 3.73 |
| Consumer Defensive | 5.05 | 3.04 |
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