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 Quant Value Fund Regular compare

Link copied to clipboard!

tortoise-icon Templeton India Value Fund - Growth Plan

Invest Now

tortoise-icon Quant Value Fund Regular - 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 Quant Value Fund Regular - Growth
Fund Templeton India Value Fund - Growth Plan Quant Value Fund Regular - Growth
Investment Plan Growth Growth
Level of Risk Moderately High Very High
Asset Size (Cr) ₹2107 Cr ₹1776 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 04 Sep 2003 30 Nov 2021
Category Value Value
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 34.8% %
Expense Ratio 2.06 1.99
Manager Rajasa Kakulavarapu Sanjeev Sharma
ISIN Code INF090I01296 INF966L01AQ6
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 Quant Value Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Templeton India Value Fund - Growth Plan Quant Value Fund Regular - Growth
1 Month 5.09% 3.17%
6 Month -3.71% -10.18%
1 Year 4.04% -9.15%
3 Year 19.7% 19.5%
5 Year 30.42% -

SIP Return Analysis

Scheme Name Templeton India Value Fund - Growth Plan Quant Value Fund Regular - Growth
6 Month 1.98% -1.7%
1 Year -5.16% -16.47%
3 Year 17.3% 19.18%
5 Year 21.99% -

Rolling Lumpsum Returns

Scheme Name Templeton India Value Fund - Growth Plan Quant Value Fund Regular - Growth
1 Year 18.06% 30.49%
3 Year 15.75% 24.4%
5 Year 13.5% -

Risk Management

Scheme Name Templeton India Value Fund - Growth Plan Quant Value Fund Regular - Growth
Standard Deviation 12.73% 20.002%
Sharp 0.76% 0.772%
Beta 0.92% 1.258%
Alpha 4.23% 5.32%

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 Quant Value Fund Regular - Growth
Name Rajasa Kakulavarapu Sanjeev Sharma
Total AUM ₹28545 Cr ₹39731 Cr
Funds Managed 10 22
Templeton India Value Fund - Growth Plan Quant Value Fund Regular - Growth

Market Cap

Scheme Name

Templeton India Value Fund - Growth Plan

Quant Value Fund Regular - Growth

Others 8.3 13.11
Large Cap 67.59 51.08
Small Cap 19.44 28.92
Mid Cap 4.68 6.9

Sector Allocation

Scheme Name

Templeton India Value Fund - Growth Plan

Quant Value Fund Regular - Growth

Others 8.1 13.11
Basic Materials 8.34 9.82
Energy 9.48 10.14
Technology 6.51 1.74
Consumer Cyclical 11.48 4.87
Financial Services 32.93 26.31
Healthcare 7.2 4.06
Industrials 3.16 7.68
Communication Services 2.83 2.03
Utilities 5.3 8.17
Consumer Defensive 4.67 12.07

Top Comparisons

Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth

3Y Returns16%

VS

PGIM India Global Equity Opportunities Fund - Growth PGIM India Global Equity Opportunities Fund - Growth

3Y Returns12.45%

Compare Now

ICICI Prudential Balanced Advantage Fund - Growth ICICI Prudential Balanced Advantage Fund - Growth

3Y Returns12.95%

VS

LIC MF Balanced Advantage Fund Regular - Growth LIC MF Balanced Advantage Fund Regular - Growth

3Y Returns10.41%

Compare Now

SBI Long Term Equity Fund - Regular Plan- Growth SBI Long Term Equity Fund - Regular Plan- Growth

3Y Returns24.22%

VS

ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option

3Y Returns12.1%

Compare Now

HDFC Small Cap Fund Regular Growth HDFC Small Cap Fund Regular Growth

3Y Returns19.3%

VS

Quant Small Cap Fund Regular Growth Quant Small Cap Fund Regular Growth

3Y Returns21.11%

Compare Now
Add to Cart Successfully