Axis Value Fund vs Templeton India Value Fund compare

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Templeton India Value Fund - Growth Plan

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Axis Value Fund - Regular Plan - Growth

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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	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 Risk	Very High Risk
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

Scheme Name	Templeton India Value Fund - Growth Plan	Axis Value Fund - Regular Plan - Growth
1 Month	-3.42%	-5.89%
6 Month	-13.33%	-10.36%
1 Year	1.87%	9.28%
3 Year	17.98%	19.05%
5 Year	22.23%	-

Scheme Name	Templeton India Value Fund - Growth Plan	Axis Value Fund - Regular Plan - Growth
6 Month	-	-
1 Year	-10.89%	-5.32%
3 Year	16.03%	20.68%
5 Year	22.63%	-

Scheme Name	Templeton India Value Fund - Growth Plan	Axis Value Fund - Regular Plan - Growth
1 Year	18.16%	28.41%
3 Year	15.66%	20.86%
5 Year	13.43%	-

Scheme Name	Templeton India Value Fund - Growth Plan	Axis Value Fund - Regular Plan - Growth
Standard Deviation	12.73%	14.624%
Sharp	0.8%	0.892%
Beta	0.96%	1.009%
Alpha	3.51%	4.878%

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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