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Templeton India Value Fund vs UTI Value Fund compare
Templeton India Value Fund - Growth Plan
UTI Value Fund- Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Templeton India Value Fund - Growth Plan | UTI Value Fund- Regular Plan - Growth Option |
|---|---|---|
| Fund | Templeton India Value Fund - Growth Plan | UTI Value Fund- Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Very High |
| Asset Size (Cr) | ₹2237 Cr | ₹9899 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 04 Sep 2003 | 20 Jul 2005 |
| Category | Value | Value |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 34.8% | 28% |
| Expense Ratio | 2.05 | 1.82 |
| Manager | Rajasa Kakulavarapu | Amit Kumar Premchandani |
| ISIN Code | INF090I01296 | INF789F01AG5 |
| 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 | UTI Value Fund - 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 | UTI Value Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -0.98% | -1.04% |
| 6 Month | 8.87% | 9.57% |
| 1 Year | -5.58% | -0.41% |
| 3 Year | 19.04% | 18.74% |
| 5 Year | 26.58% | 21.63% |
SIP Return Analysis
| Scheme Name | Templeton India Value Fund - Growth Plan | UTI Value Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.27% | 3.02% |
| 1 Year | 0.02% | 3.49% |
| 3 Year | 13.47% | 17.14% |
| 5 Year | 18.21% | 17.25% |
Rolling Lumpsum Returns
| Scheme Name | Templeton India Value Fund - Growth Plan | UTI Value Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 17.07% | 13.04% |
| 3 Year | 16.07% | 14.19% |
| 5 Year | 13.73% | 13.49% |
Risk Management
| Scheme Name | Templeton India Value Fund - Growth Plan | UTI Value Fund- Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.73% | 12.09% |
| Sharp | 1.06% | 1.03% |
| Beta | 0.91% | 0.9% |
| Alpha | 3.15% | 2.65% |
Fund Managers
| Scheme Name | Templeton India Value Fund - Growth Plan | UTI Value Fund- Regular Plan - Growth Option |
|---|---|---|
| Name | Rajasa Kakulavarapu | Amit Kumar Premchandani |
| Total AUM | ₹28545 Cr | ₹13572 Cr |
| Funds Managed | 10 | 3 |
| Templeton India Value Fund - Growth Plan | UTI Value Fund- Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Templeton India Value Fund - Growth Plan |
UTI Value Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 8.95 | 2.58 |
| Large Cap | 65.07 | 66.05 |
| Small Cap | 21.53 | 15.39 |
| Mid Cap | 4.44 | 15.99 |
Sector Allocation
| Scheme Name |
Templeton India Value Fund - Growth Plan |
UTI Value Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 4.28 | 0.87 |
| Energy | 10.79 | 5.52 |
| Technology | 5.35 | 10.15 |
| Financial Services | 34.55 | 33.57 |
| Basic Materials | 6.84 | 8.17 |
| Healthcare | 6.75 | 8.23 |
| Industrials | 4.76 | 6.16 |
| Consumer Cyclical | 10.05 | 13.85 |
| Real Estate | 2.81 | 1.35 |
| Communication Services | 3.03 | 7.07 |
| Utilities | 5.7 | 2.69 |
| Consumer Defensive | 5.09 | 2.38 |
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