Templeton India Value Fund vs BANDHAN Sterling Value Fund compare

Templeton India Value Fund vs BANDHAN Sterling Value Fund compare

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Templeton India Value Fund - Growth Plan

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Bandhan 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	Bandhan Value Fund - Regular Plan - Growth
Fund	Templeton India Value Fund - Growth Plan	Bandhan Value Fund - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Moderately High	Average
Asset Size (Cr)	₹2209 Cr	₹9942 Cr
Min Investment	₹5000	₹1000
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹1000
Launch Date	04 Sep 2003	07 Mar 2008
Category	Value	Value
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	BSE 500
Turn Over	34.8%	15%
Expense Ratio	2.05	1.77
Manager	Rajasa Kakulavarapu	Ritika Behera
ISIN Code	INF090I01296	INF194K01342
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	Bandhan Sterling 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	Bandhan Value Fund - Regular Plan - Growth
1 Month	0.06%	0.39%
6 Month	9.68%	10.71%
1 Year	-4.3%	-4.1%
3 Year	18.65%	18.08%
5 Year	26.74%	27.13%

SIP Return Analysis

Scheme Name	Templeton India Value Fund - Growth Plan	Bandhan Value Fund - Regular Plan - Growth
6 Month	0.63%	1.41%
1 Year	7.11%	8.34%
3 Year	13.31%	13.67%
5 Year	17.33%	17.07%

Rolling Lumpsum Returns

Scheme Name	Templeton India Value Fund - Growth Plan	Bandhan Value Fund - Regular Plan - Growth
1 Year	16.78%	11.91%
3 Year	16.19%	17.74%
5 Year	13.81%	16.99%

Risk Management

Scheme Name	Templeton India Value Fund - Growth Plan	Bandhan Value Fund - Regular Plan - Growth
Standard Deviation	12.73%	11.88%
Sharp	0.94%	0.85%
Beta	0.91%	0.87%
Alpha	2.13%	2.01%

Fund Managers

Scheme Name	Templeton India Value Fund - Growth Plan	Bandhan Value Fund - Regular Plan - Growth
Name	Rajasa Kakulavarapu	Ritika Behera
Total AUM	₹28545 Cr	₹43013 Cr
Funds Managed	10	19
	Templeton India Value Fund - Growth Plan	Bandhan Value Fund - Regular Plan - Growth

Market Cap

Scheme Name	Templeton India Value Fund - Growth Plan	Bandhan Value Fund - Regular Plan - Growth
Others	8.34	9.21
Large Cap	65.64	61.79
Small Cap	21.23	16.04
Mid Cap	4.79	12.96

Sector Allocation

Scheme Name	Templeton India Value Fund - Growth Plan	Bandhan Value Fund - Regular Plan - Growth
Others	3.5	8.66
Energy	10.69	9.14
Technology	6.57	8.97
Financial Services	34.14	32.47
Basic Materials	6.78	8.18
Healthcare	6.54	5.2
Industrials	5.59	5.41
Consumer Cyclical	9.42	10.88
Real Estate	2.89	0.83
Communication Services	2.96	0.55
Utilities	5.86	2.08
Consumer Defensive	5.05	7.63

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