Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Templeton India Value Fund vs BANDHAN Sterling Value Fund compare

Link copied to clipboard!

tortoise-icon Templeton India Value Fund - Growth Plan

Invest Now

tortoise-icon BANDHAN Sterling 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 BANDHAN Sterling Value Fund - Regular Plan - Growth
Fund Templeton India Value Fund - Growth Plan BANDHAN Sterling Value Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Moderately High Very High
Asset Size (Cr) ₹2107 Cr ₹9587 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 2.06 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 Sterling Value Fund - Regular Plan - Growth
1 Month 1.51% 1.69%
6 Month -1.6% -2.98%
1 Year -0.14% 1.08%
3 Year 23.74% 22.28%
5 Year 30.07% 32.19%

SIP Return Analysis

Scheme Name Templeton India Value Fund - Growth Plan BANDHAN Sterling Value Fund - Regular Plan - Growth
6 Month 6.39% 6.3%
1 Year 2.23% 2.55%
3 Year 17.01% 16.66%
5 Year 20.99% 20.68%

Rolling Lumpsum Returns

Scheme Name Templeton India Value Fund - Growth Plan BANDHAN Sterling Value Fund - Regular Plan - Growth
1 Year 17.54% 12.66%
3 Year 15.85% 17.68%
5 Year 13.62% 16.72%

Risk Management

Scheme Name Templeton India Value Fund - Growth Plan BANDHAN Sterling Value Fund - Regular Plan - Growth
Standard Deviation 12.73% 13.72%
Sharp 1.06% 0.672%
Beta 0.92% 0.912%
Alpha 3.4% 3.11%

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

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Templeton India Value Fund - Growth Plan BANDHAN Sterling 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 Sterling Value Fund - Regular Plan - Growth

Market Cap

Scheme Name

Templeton India Value Fund - Growth Plan

BANDHAN Sterling Value Fund - Regular Plan - Growth

Others 7.84 9.33
Mid Cap 3.89 14.74
Large Cap 68.39 59.51
Small Cap 19.89 16.41

Sector Allocation

Scheme Name

Templeton India Value Fund - Growth Plan

BANDHAN Sterling Value Fund - Regular Plan - Growth

Others 5.2 9.28
Fertilizers & Agrochemicals 1.63 -
Petroleum Products 7.77 -
IT - Software 5.57 -
Retailing 2.12 -
Banks 31.47 -
Cement & Cement Products 3.04 -
Pharmaceuticals & Biotechnology 6.58 -
Transport Services 0.52 -
Leisure Services 2.66 -
Ferrous Metals 1.6 -
Realty 2.64 -
Automobiles 7.32 -
Finance 0.41 -
Healthcare Services 0.78 -
Telecom - Services 1.81 -
Gas 2.18 -
Consumer Durables 1.4 -
Industrial Products 1.33 -
Diversified FMCG 3.1 -
Industrial Manufacturing 0.5 -
Oil 2.45 -
Personal Products 1.78 -
Insurance 2.38 -
Power 2.87 -
Commercial Services & Supplies 0.9 -
Basic Materials - 8.56
Energy - 8.1
Technology - 8.39
Industrials - 8.15
Financial Services - 28.95
Healthcare - 5.86
Consumer Cyclical - 10.93
Consumer Defensive - 7.36
Utilities - 2.62
Real Estate - 1.78

Top Comparisons

Tata Liquid Fund -Regular Plan - Growth Option Tata Liquid Fund -Regular Plan - Growth Option

3Y Returns6.89%

VS

Mirae Asset Liquid Fund - Growth Mirae Asset Liquid Fund - Growth

3Y Returns6.93%

Compare Now

SBI Dynamic Bond Fund - Regular Plan - Growth SBI Dynamic Bond Fund - Regular Plan - Growth

3Y Returns8.13%

VS

Mirae Asset Dynamic Bond Fund-Regular Plan Growth Mirae Asset Dynamic Bond Fund-Regular Plan Growth

3Y Returns7.16%

Compare Now

Invesco India Midcap Fund - Growth Option Invesco India Midcap Fund - Growth Option

3Y Returns31.45%

VS

Quant Mid Cap Fund-Growth Quant Mid Cap Fund-Growth

3Y Returns24.23%

Compare Now

Nippon India Money Market Fund-Growth Plan-Growth Option Nippon India Money Market Fund-Growth Plan-Growth Option

3Y Returns7.47%

VS

Tata Money Market Fund-Regular Plan - Growth Option Tata Money Market Fund-Regular Plan - Growth Option

3Y Returns7.45%

Compare Now
Add to Cart Successfully