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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) | ₹2326 Cr | ₹10151 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 | -3.49% | -2.91% |
| 6 Month | -0.06% | -0.2% |
| 1 Year | 6.49% | 8.4% |
| 3 Year | 16.45% | 17.78% |
| 5 Year | 19.93% | 16.35% |
SIP Return Analysis
| Scheme Name | Templeton India Value Fund - Growth Plan | UTI Value Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.08% | 0.79% |
| 1 Year | 8.43% | 9.63% |
| 3 Year | 11.57% | 14.82% |
| 5 Year | 15.66% | 15.63% |
Rolling Lumpsum Returns
| Scheme Name | Templeton India Value Fund - Growth Plan | UTI Value Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 16.36% | 12.78% |
| 3 Year | 16.43% | 14.49% |
| 5 Year | 14% | 13.59% |
Risk Management
| Scheme Name | Templeton India Value Fund - Growth Plan | UTI Value Fund- Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.73% | 12.09% |
| Sharp | 0.97% | 1% |
| Beta | 0.9% | 0.92% |
| Alpha | 1.97% | 2.33% |
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 | 9.33 | 2.72 |
| Large Cap | 66.41 | 66.1 |
| Small Cap | 21.47 | 14.81 |
| Mid Cap | 2.8 | 16.37 |
Sector Allocation
| Scheme Name |
Templeton India Value Fund - Growth Plan |
UTI Value Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 2.74 | 0.76 |
| Energy | 11 | 5.71 |
| Technology | 9.9 | 10.35 |
| Financial Services | 31.62 | 35.27 |
| Basic Materials | 5.6 | 4.11 |
| Healthcare | 6.06 | 7.83 |
| Industrials | 6.28 | 6.65 |
| Consumer Cyclical | 9.72 | 13.71 |
| Real Estate | 2.85 | 2.58 |
| Communication Services | 2.95 | 7.53 |
| Utilities | 6.7 | 2.46 |
| Consumer Defensive | 4.59 | 3.05 |
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