Axis Value Fund vs Templeton India Value Fund compare
Templeton India Value Fund - Growth Plan
Axis Value Fund - Regular Plan - Growth
Chart Comparison
| Scheme Name | Templeton India Value Fund - Growth Plan | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Templeton India Value Fund - Growth Plan | Axis Value Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Very High |
| Asset Size (Cr) | ₹2199 Cr | ₹749 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 04 Sep 2003 | 22 Sep 2021 |
| Category | Value | Value |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | Nifty 500 Value 50 TRI |
| Turn Over | 34.8% | 15% |
| Expense Ratio | 2.05 | 2.34 |
| Manager | Rajasa Kakulavarapu | Vinayak Jayanath |
| ISIN Code | INF090I01296 | INF846K013C4 |
| 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 | Axis Value Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
| Scheme Name | Templeton India Value Fund - Growth Plan | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -0.46% | 3.33% |
| 6 Month | -3.01% | 7.27% |
| 1 Year | 17.27% | 29.15% |
| 3 Year | 21.17% | 21.58% |
| 5 Year | 23.42% | - |
| Scheme Name | Templeton India Value Fund - Growth Plan | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 4.26% | 21.89% |
| 3 Year | 22.28% | 29.89% |
| 5 Year | 26.39% | - |
| Scheme Name | Templeton India Value Fund - Growth Plan | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 18.21% | 27.92% |
| 3 Year | 15.45% | 20.54% |
| 5 Year | 13.31% | - |
| Scheme Name | Templeton India Value Fund - Growth Plan | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.73% | 14.73% |
| Sharp | 1.08% | - |
| Beta | 0.93% | - |
| Alpha | 5.46% | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
| Scheme Name | Templeton India Value Fund - Growth Plan | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Name | Rajasa Kakulavarapu | Vinayak Jayanath |
| Total AUM | ₹28545 Cr | ₹0 Cr |
| Fund Manage | 10 | 18 |
| Templeton India Value Fund - Growth Plan | Axis Value Fund - Regular Plan - Growth |
| Scheme Name |
Templeton India Value Fund - Growth Plan |
Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Others | 5.39 | 8.36 |
| Large Cap | 62.89 | 55.53 |
| Mid Cap | 7.95 | 15.41 |
| Small Cap | 23.75 | 20.69 |
| Scheme Name |
Templeton India Value Fund - Growth Plan |
Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Others | 5.39 | 3.82 |
| Petroleum Products | 6.33 | - |
| IT - Software | 7.31 | - |
| Cement & Cement Products | 6.23 | - |
| Banks | 28.59 | - |
| Pharmaceuticals & Biotechnology | 5.22 | - |
| Transport Services | 0.76 | - |
| Leisure Services | 2.79 | - |
| Ferrous Metals | 1.69 | - |
| Realty | 2.33 | - |
| Automobiles | 5.48 | - |
| Finance | 1.68 | - |
| Healthcare Services | 1.76 | - |
| Gas | 2.42 | - |
| Consumer Durables | 2.44 | - |
| Industrial Products | 2.04 | - |
| Diversified FMCG | 3.56 | - |
| Oil | 2.42 | - |
| Retailing | 0.74 | - |
| Consumable Fuels | 0.67 | - |
| Personal Products | 1.76 | - |
| Fertilizers & Agrochemicals | 1.01 | - |
| Insurance | 2.86 | 1.71 |
| Power | 3.17 | - |
| Commercial Services & Supplies | 1.33 | - |
| Energy | - | 9.98 |
| Technology | - | 5.11 |
| Consumer Staples | - | 1.72 |
| Construction | - | 7.02 |
| Financial | - | 18.59 |
| Healthcare | - | 10.7 |
| Metals & Mining | - | 3.03 |
| Capital Goods | - | 8.99 |
| Automobile | - | 13.4 |
| Services | - | 5.02 |
| Communication | - | 3.53 |
| Consumer Discretionary | - | 2.4 |
| Diversified | - | 1.62 |
| Materials | - | 2.85 |
| Chemicals | - | 0.5 |
Top Comparisons
Nippon India Banking & PSU Debt Fund- Growth Plan- Growth Option
3Y Returns5.8%
Canara Robeco Banking and PSU Debt Fund- Regular Plan- Growth Option
3Y Returns0%
ICICI Prudential Nifty Next 50 Index Fund - Growth
3Y Returns18.36%
Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option
3Y Returns11.98%
360 ONE Focused Equity Fund Regular-Growth
3Y Returns14.82%
Edelweiss Focused Fund - Regular Plan - Growth
3Y Returns0%
DSP Aggressive Hybrid Fund- Regular Plan - Growth
3Y Returns13.28%
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option
3Y Returns12.62%