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UTI Value Fund vs Templeton India 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) | ₹2198 Cr | ₹9727 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 | 2.93% | 2.77% |
| 6 Month | 5.06% | 7.4% |
| 1 Year | 1.06% | 3.5% |
| 3 Year | 17.53% | 18.1% |
| 5 Year | 27.34% | 21.97% |
SIP Return Analysis
| Scheme Name | Templeton India Value Fund - Growth Plan | UTI Value Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -0.18% | 0.45% |
| 1 Year | 4.91% | 6.8% |
| 3 Year | 11.83% | 15.22% |
| 5 Year | 16.39% | 15.86% |
Rolling Lumpsum Returns
| Scheme Name | Templeton India Value Fund - Growth Plan | UTI Value Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 16.78% | 12.96% |
| 3 Year | 16.19% | 14.28% |
| 5 Year | 13.81% | 13.52% |
Risk Management
| Scheme Name | Templeton India Value Fund - Growth Plan | UTI Value Fund- Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.41% | 12.43% |
| Sharp | 0.85% | 0.89% |
| Beta | 0.90% | 0.91% |
| Alpha | 1.98% | 2.40% |
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 | 7.93 | 3.28 |
| Large Cap | 65.1 | 66.38 |
| Small Cap | 22.64 | 15.06 |
| Mid Cap | 4.33 | 15.28 |
Sector Allocation
| Scheme Name |
Templeton India Value Fund - Growth Plan |
UTI Value Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 2.93 | 1.17 |
| Energy | 11.02 | 5.61 |
| Technology | 6.3 | 10.13 |
| Financial Services | 34.14 | 32.95 |
| Basic Materials | 6.89 | 7.21 |
| Healthcare | 6.29 | 8.05 |
| Industrials | 6.29 | 6.26 |
| Consumer Cyclical | 9.2 | 14.61 |
| Real Estate | 3.12 | 1.71 |
| Communication Services | 2.86 | 7.29 |
| Utilities | 6.08 | 2.71 |
| Consumer Defensive | 4.88 | 2.31 |
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