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Aditya Birla Sun Life Pure 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 Aditya Birla Sun Life Pure Value Fund - 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 Aditya Birla Sun Life Pure Value Fund - Growth Option
Fund Templeton India Value Fund - Growth Plan Aditya Birla Sun Life Pure Value Fund - Growth Option
Investment Plan Growth Growth
Level of Risk Moderately High Very High
Asset Size (Cr) ₹2107 Cr ₹5929 Cr
Min Investment ₹5000 ₹1000
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 04 Sep 2003 27 Mar 2008
Category Value Value
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 34.8% 83%
Expense Ratio 2.06 1.88
Manager Rajasa Kakulavarapu Dhaval Joshi
ISIN Code INF090I01296 INF209K01LF3
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 Aditya Birla Sun Life Pure Value Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Templeton India Value Fund - Growth Plan Aditya Birla Sun Life Pure Value Fund - Growth Option
1 Month 3.85% 1.02%
6 Month -6.57% -11.25%
1 Year 6.51% 4.12%
3 Year 18.1% 16.49%
5 Year 32.04% 26.9%

SIP Return Analysis

Scheme Name Templeton India Value Fund - Growth Plan Aditya Birla Sun Life Pure Value Fund - Growth Option
6 Month 0.25% -3.76%
1 Year -7.01% -12.5%
3 Year 16.67% 16.5%
5 Year 21.77% 18.89%

Rolling Lumpsum Returns

Scheme Name Templeton India Value Fund - Growth Plan Aditya Birla Sun Life Pure Value Fund - Growth Option
1 Year 18.06% 14.12%
3 Year 15.75% 17.65%
5 Year 13.5% 17.36%

Risk Management

Scheme Name Templeton India Value Fund - Growth Plan Aditya Birla Sun Life Pure Value Fund - Growth Option
Standard Deviation 12.73% 15.69%
Sharp 0.76% 0.62%
Beta 0.92% 1.14%
Alpha 4.23% 3.06%

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Fund Managers

Scheme Name Templeton India Value Fund - Growth Plan Aditya Birla Sun Life Pure Value Fund - Growth Option
Name Rajasa Kakulavarapu Dhaval Joshi
Total AUM ₹28545 Cr ₹361932 Cr
Funds Managed 10 55
Templeton India Value Fund - Growth Plan Aditya Birla Sun Life Pure Value Fund - Growth Option

Market Cap

Scheme Name

Templeton India Value Fund - Growth Plan

Aditya Birla Sun Life Pure Value Fund - Growth Option

Others 8.3 1.46
Large Cap 67.59 44.24
Small Cap 19.44 39.56
Mid Cap 4.68 14.55

Sector Allocation

Scheme Name

Templeton India Value Fund - Growth Plan

Aditya Birla Sun Life Pure Value Fund - Growth Option

Others 8.1 1.46
Basic Materials 8.34 -
Energy 9.48 -
Technology 6.51 -
Consumer Cyclical 11.48 -
Financial Services 32.93 -
Healthcare 7.2 -
Industrials 3.16 -
Communication Services 2.83 -
Utilities 5.3 -
Consumer Defensive 4.67 -
Petroleum Products - 4.87
Gas - 2.9
IT - Software - 9.23
Auto Components - 9.04
Pharmaceuticals & Biotechnology - 7.75
Construction - 3.49
Finance - 6.79
Cement & Cement Products - 5.66
Industrial Manufacturing - 2.36
Banks - 8.16
Electrical Equipment - 2.45
Automobiles - 4.84
Paper, Forest & Jute Products - 0.07
Agricultural Food & other Products - 1.19
Industrial Products - 4.41
Telecom - Services - 1.14
Insurance - 2.06
IT - Services - 1.43
Diversified FMCG - 1.58
Textiles & Apparels - 1.59
Chemicals & Petrochemicals - 0.58
Diversified Metals - 1.59
Realty - 2.66
Transport Services - 0.42
Leisure Services - 0.67
Fertilizers & Agrochemicals - 0.75
Retailing - 0.93
Capital Markets - 3.09
Power - 2.91
Transport Infrastructure - 1.15
Ferrous Metals - 2.18
Aerospace & Defense - 0.41

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