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 | 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% |
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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 | 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 |
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