Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Axis Value Fund vs Templeton India Value Fund compare

Link copied to clipboard!

tortoise-icon Templeton India Value Fund - Growth Plan

Invest Now

tortoise-icon Axis Value Fund - Regular Plan - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 3.81% 5.13%
6 Month -14.25% -12.73%
1 Year 1.77% 9.3%
3 Year 17.38% 18.74%
5 Year 33.29% -

SIP Return Analysis

Scheme Name Templeton India Value Fund - Growth Plan Axis Value Fund - Regular Plan - Growth
6 Month -5.51% -5.35%
1 Year -13.26% -6.79%
3 Year 15.26% 21.09%
5 Year 21.39% -

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 0.79% 0.892%
Beta 0.94% 1.009%
Alpha 4.56% 4.878%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 6.83 12.87
Large Cap 67.25 54.32
Small Cap 21.56 22.81
Mid Cap 4.36 10

Sector Allocation

Scheme Name

Templeton India Value Fund - Growth Plan

Axis Value Fund - Regular Plan - Growth

Others 6.64 12.38
Basic Materials 8.83 3.51
Energy 9.68 4.08
Technology 7.13 11.68
Financial Services 31.9 22.13
Healthcare 7.65 11.75
Industrials 4.08 9.27
Consumer Cyclical 10.68 11.04
Communication Services 2.83 3.35
Utilities 5.62 3.32
Consumer Defensive 4.94 2.83
Real Estate - 4.66

Top Comparisons

Franklin Asian Equity Fund - Growth Plan Franklin Asian Equity Fund - Growth Plan

3Y Returns1.44%

VS

Nippon India Japan Equity Fund- Growth Plan- Growth Option Nippon India Japan Equity Fund- Growth Plan- Growth Option

3Y Returns5.43%

Compare Now

ICICI Prudential Large & Mid Cap Fund - Growth ICICI Prudential Large & Mid Cap Fund - Growth

3Y Returns19.22%

VS

HSBC Large & Mid Cap Fund - Regular Growth HSBC Large & Mid Cap Fund - Regular Growth

3Y Returns13.86%

Compare Now

Kotak Bluechip Fund - Growth Kotak Bluechip Fund - Growth

3Y Returns11.95%

VS

Invesco India Largecap Fund - Growth Invesco India Largecap Fund - Growth

3Y Returns11.9%

Compare Now

Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan

3Y Returns12.41%

VS

Mirae Asset Flexi Cap Fund - Regular Plan - Growth Mirae Asset Flexi Cap Fund - Regular Plan - Growth

3Y Returns0%

Compare Now
Add to Cart Successfully