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Templeton India Value Fund vs BANDHAN Sterling Value Fund compare
Templeton India Value Fund - Growth Plan
Bandhan Value Fund - Regular Plan - Growth
Chart Comparison
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) | ₹2326 Cr | ₹10463 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 | -1.59% | -2.61% |
| 6 Month | 2.16% | 1.01% |
| 1 Year | 9% | 7.34% |
| 3 Year | 18.2% | 17.59% |
| 5 Year | 20.89% | 21.54% |
SIP Return Analysis
| Scheme Name | Templeton India Value Fund - Growth Plan | Bandhan Value Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -1.84% | -3.05% |
| 1 Year | 1.42% | -1.01% |
| 3 Year | 9.59% | 8.57% |
| 5 Year | 14.67% | 13.51% |
Rolling Lumpsum Returns
| Scheme Name | Templeton India Value Fund - Growth Plan | Bandhan Value Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 16.36% | 13.35% |
| 3 Year | 16.43% | 18.17% |
| 5 Year | 14% | 17.47% |
Risk Management
| Scheme Name | Templeton India Value Fund - Growth Plan | Bandhan Value Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.73% | 13.04% |
| Sharp | 0.97% | 0.99% |
| Beta | 0.9% | 0.88% |
| Alpha | 1.97% | 2.14% |
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 | 9.33 | 9.22 |
| Large Cap | 66.41 | 61.46 |
| Small Cap | 21.47 | 15.79 |
| Mid Cap | 2.8 | 13.53 |
Sector Allocation
| Scheme Name |
Templeton India Value Fund - Growth Plan |
Bandhan Value Fund - Regular Plan - Growth |
|---|---|---|
| Others | 2.74 | 8.52 |
| Energy | 11 | 9.92 |
| Technology | 9.9 | 9.61 |
| Financial Services | 31.62 | 34.62 |
| Basic Materials | 5.6 | 6.6 |
| Healthcare | 6.06 | 5.1 |
| Industrials | 6.28 | 4.96 |
| Consumer Cyclical | 9.72 | 8.88 |
| Real Estate | 2.85 | 0.81 |
| Communication Services | 2.95 | 0.7 |
| Utilities | 6.7 | 1.57 |
| Consumer Defensive | 4.59 | 8.7 |
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