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UTI Value Fund vs Templeton India Value Fund compare

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tortoise-icon Templeton India Value Fund - Growth Plan

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tortoise-icon UTI Value 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 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) ₹2299 Cr ₹10117 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 -3.87% -2.85%
6 Month 3.71% 4.5%
1 Year -7.4% -0.91%
3 Year 19.11% 18.56%
5 Year 27.93% 22.36%

SIP Return Analysis

Scheme Name Templeton India Value Fund - Growth Plan UTI Value Fund- Regular Plan - Growth Option
6 Month 3.92% 4.92%
1 Year 2.83% 5.95%
3 Year 15.98% 19.25%
5 Year 20.11% 18.69%

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 1.33% 1.27%
Beta 0.92% 0.92%
Alpha 3.37% 2.58%

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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 7.15 2.74
Large Cap 67.06 66.82
Small Cap 21.37 14.45
Mid Cap 4.43 15.99

Sector Allocation

Scheme Name

Templeton India Value Fund - Growth Plan

UTI Value Fund- Regular Plan - Growth Option

Others 2.96 0.95
Basic Materials 7.12 8.12
Energy 10.59 5.73
Technology 5.7 10.82
Consumer Cyclical 11.36 13.98
Financial Services 34.63 33.69
Healthcare 7.22 7.61
Industrials 4.58 6.48
Real Estate 2.74 1.33
Communication Services 3.2 6.4
Utilities 5.01 2.78
Consumer Defensive 4.89 2.13

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