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Templeton India Value Fund vs Tata Equity PE Fund Regular Plan compare

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tortoise-icon Templeton India Value Fund - Growth Plan

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tortoise-icon Tata Equity PE Fund Regular Plan -(Growth Option)

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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 Tata Equity PE Fund Regular Plan -(Growth Option)
Fund Templeton India Value Fund - Growth Plan Tata Equity PE Fund Regular Plan -(Growth Option)
Investment Plan Growth Growth
Level of Risk Moderately High Very High
Asset Size (Cr) ₹2107 Cr ₹8068 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 04 Sep 2003 29 Jun 2004
Category Value Value
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 34.8% 48.01%
Expense Ratio 2.06 1.79
Manager Rajasa Kakulavarapu Amey Sathe
ISIN Code INF090I01296 INF277K01451
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 Tata Equity PE 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 Tata Equity PE Fund Regular Plan -(Growth Option)
1 Month 7.12% 4.76%
6 Month 2.26% -1.64%
1 Year 7.12% 5.79%
3 Year 23.78% 23.5%
5 Year 32.85% 25.8%

SIP Return Analysis

Scheme Name Templeton India Value Fund - Growth Plan Tata Equity PE Fund Regular Plan -(Growth Option)
6 Month 1.31% -1.1%
1 Year -6.2% -11.13%
3 Year 15.79% 15.83%
5 Year 20.67% 17.76%

Rolling Lumpsum Returns

Scheme Name Templeton India Value Fund - Growth Plan Tata Equity PE Fund Regular Plan -(Growth Option)
1 Year 18.06% 17.28%
3 Year 15.75% 16.64%
5 Year 13.5% 14.99%

Risk Management

Scheme Name Templeton India Value Fund - Growth Plan Tata Equity PE Fund Regular Plan -(Growth Option)
Standard Deviation 12.73% 12.45%
Sharp 0.92% 0.86%
Beta 0.93% 0.97%
Alpha 4.14% 3.52%

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Fund Managers

Scheme Name Templeton India Value Fund - Growth Plan Tata Equity PE Fund Regular Plan -(Growth Option)
Name Rajasa Kakulavarapu Amey Sathe
Total AUM ₹28545 Cr ₹11910 Cr
Funds Managed 10 4
Templeton India Value Fund - Growth Plan Tata Equity PE Fund Regular Plan -(Growth Option)

Market Cap

Scheme Name

Templeton India Value Fund - Growth Plan

Tata Equity PE Fund Regular Plan -(Growth Option)

Others 7.8 5.92
Mid Cap 4.16 13.14
Large Cap 68.8 59.79
Small Cap 19.22 21.15

Sector Allocation

Scheme Name

Templeton India Value Fund - Growth Plan

Tata Equity PE Fund Regular Plan -(Growth Option)

Others 5.01 5.92
Fertilizers & Agrochemicals 1.63 -
Petroleum Products 7.44 4.87
IT - Software 5.86 6.43
Retailing 1.72 1.68
Banks 30.87 20.12
Cement & Cement Products 3.51 1.25
Pharmaceuticals & Biotechnology 6.49 4.97
Transport Services 0.55 -
Leisure Services 2.48 0.6
Ferrous Metals 1.86 -
Realty 2.79 1.33
Automobiles 7.58 3.46
Finance 0.41 12.19
Healthcare Services 0.75 -
Telecom - Services 1.57 2.97
Gas 2.75 0.92
Consumer Durables 1.55 1.28
Industrial Products 1.35 0.78
Diversified FMCG 3.15 3.32
Industrial Manufacturing 0.43 -
Oil 2.37 1.21
Personal Products 1.67 -
Insurance 2.31 -
Power 2.97 5.65
Commercial Services & Supplies 0.91 -
Textiles & Apparels - 1.16
Capital Markets - 7.17
Entertainment - 1.58
Auto Components - 1.44
Consumable Fuels - 4.79
Minerals & Mining - 1.09
Beverages - 3.82

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