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Axis Value Fund vs Templeton India Value Fund compare
Templeton India Value Fund - Growth Plan
Axis Value Fund - Regular Plan - Growth
Chart Comparison
Overview
| 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) | ₹2107 Cr | ₹785 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 | 2.06 | 2.33 |
| 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 |
Trailing Lumpsum Returns
| Scheme Name | Templeton India Value Fund - Growth Plan | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 4.26% | 2.83% |
| 6 Month | -4.7% | -4.06% |
| 1 Year | 6.61% | 13.59% |
| 3 Year | 18.8% | 20.9% |
| 5 Year | 31.97% | - |
SIP Return Analysis
| Scheme Name | Templeton India Value Fund - Growth Plan | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.25% | -1.97% |
| 1 Year | -7.01% | -5.13% |
| 3 Year | 16.67% | 21.18% |
| 5 Year | 21.77% | - |
Rolling Lumpsum Returns
| Scheme Name | Templeton India Value Fund - Growth Plan | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 18.06% | 28.41% |
| 3 Year | 15.75% | 20.86% |
| 5 Year | 13.5% | - |
Risk Management
| Scheme Name | Templeton India Value Fund - Growth Plan | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.73% | 14.624% |
| Sharp | 0.76% | 0.892% |
| Beta | 0.92% | 1.009% |
| Alpha | 4.23% | 4.878% |
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Fund Managers
| 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 |
| Funds Managed | 10 | 18 |
| Templeton India Value Fund - Growth Plan | Axis Value Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Templeton India Value Fund - Growth Plan |
Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Others | 8.3 | 12.87 |
| Large Cap | 67.59 | 54.32 |
| Small Cap | 19.44 | 22.81 |
| Mid Cap | 4.68 | 10 |
Sector Allocation
| Scheme Name |
Templeton India Value Fund - Growth Plan |
Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Others | 8.1 | 12.38 |
| Basic Materials | 8.34 | 3.51 |
| Energy | 9.48 | 4.08 |
| Technology | 6.51 | 11.68 |
| Consumer Cyclical | 11.48 | 11.04 |
| Financial Services | 32.93 | 22.13 |
| Healthcare | 7.2 | 11.75 |
| Industrials | 3.16 | 9.27 |
| Communication Services | 2.83 | 3.35 |
| Utilities | 5.3 | 3.32 |
| Consumer Defensive | 4.67 | 2.83 |
| Real Estate | - | 4.66 |
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