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Aditya Birla Sun Life Pure Value Fund vs Templeton India Value Fund compare
Templeton India Value Fund - Growth Plan
Aditya Birla Sun Life Pure Value Fund - Growth Option
Chart Comparison
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 | 4.3% | 9.2% |
| 6 Month | -14.52% | -15.4% |
| 1 Year | 3.62% | 3.58% |
| 3 Year | 18.79% | 18.55% |
| 5 Year | 32.88% | 29.65% |
SIP Return Analysis
| Scheme Name | Templeton India Value Fund - Growth Plan | Aditya Birla Sun Life Pure Value Fund - Growth Option |
|---|---|---|
| 6 Month | -5.51% | -7.16% |
| 1 Year | -13.26% | -13.54% |
| 3 Year | 15.26% | 17.27% |
| 5 Year | 21.39% | 19.68% |
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 | 0.79% | 0.61% |
| Beta | 0.94% | 1.13% |
| Alpha | 4.56% | 2.86% |
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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 | 6.83 | 5.81 |
| Large Cap | 67.25 | 39.96 |
| Small Cap | 21.56 | 40.01 |
| Mid Cap | 4.36 | 14.23 |
Sector Allocation
| Scheme Name |
Templeton India Value Fund - Growth Plan |
Aditya Birla Sun Life Pure Value Fund - Growth Option |
|---|---|---|
| Others | 6.64 | 2.04 |
| Basic Materials | 8.83 | 12.53 |
| Energy | 9.68 | 5.45 |
| Technology | 7.13 | 10.71 |
| Financial Services | 31.9 | 19.38 |
| Healthcare | 7.65 | 7.77 |
| Industrials | 4.08 | 15.78 |
| Consumer Cyclical | 10.68 | 14.42 |
| Communication Services | 2.83 | 0.92 |
| Utilities | 5.62 | 5.72 |
| Consumer Defensive | 4.94 | 2.54 |
| Real Estate | - | 2.73 |
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