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Templeton India Value Fund vs BANDHAN Sterling Value Fund compare

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tortoise-icon Templeton India Value Fund - Growth Plan

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tortoise-icon BANDHAN Sterling 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 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 6.41% 6.22%
6 Month 2.62% 2.1%
1 Year 6.96% 7.09%
3 Year 23.57% 21.23%
5 Year 32.93% 35.13%

SIP Return Analysis

Scheme Name Templeton India Value Fund - Growth Plan BANDHAN Sterling Value Fund - Regular Plan - Growth
6 Month 6.19% 5.45%
1 Year 2.78% 2.64%
3 Year 18.91% 18.29%
5 Year 22.42% 22.08%

Rolling Lumpsum Returns

Scheme Name Templeton India Value Fund - Growth Plan BANDHAN Sterling Value Fund - Regular Plan - Growth
1 Year 18.06% 13.57%
3 Year 15.75% 17.79%
5 Year 13.5% 16.52%

Risk Management

Scheme Name Templeton India Value Fund - Growth Plan BANDHAN Sterling Value Fund - Regular Plan - Growth
Standard Deviation 12.73% 13.72%
Sharp 0.92% 0.672%
Beta 0.93% 0.912%
Alpha 4.14% 3.11%

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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 7.8 9.33
Mid Cap 4.16 14.74
Large Cap 68.8 59.51
Small Cap 19.22 16.41

Sector Allocation

Scheme Name

Templeton India Value Fund - Growth Plan

BANDHAN Sterling Value Fund - Regular Plan - Growth

Others 5.01 9.28
Fertilizers & Agrochemicals 1.63 -
Petroleum Products 7.44 -
IT - Software 5.86 -
Retailing 1.72 -
Banks 30.87 -
Cement & Cement Products 3.51 -
Pharmaceuticals & Biotechnology 6.49 -
Transport Services 0.55 -
Leisure Services 2.48 -
Ferrous Metals 1.86 -
Realty 2.79 -
Automobiles 7.58 -
Finance 0.41 -
Healthcare Services 0.75 -
Telecom - Services 1.57 -
Gas 2.75 -
Consumer Durables 1.55 -
Industrial Products 1.35 -
Diversified FMCG 3.15 -
Industrial Manufacturing 0.43 -
Oil 2.37 -
Personal Products 1.67 -
Insurance 2.31 -
Power 2.97 -
Commercial Services & Supplies 0.91 -
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

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