BANDHAN Sterling Value Fund vs Templeton India Value Fund compare

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Templeton India Value Fund - Growth Plan

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BANDHAN Sterling 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	BANDHAN Sterling Value Fund - Regular Plan - Growth
Fund	Templeton India Value Fund - Growth Plan	BANDHAN Sterling Value Fund - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Moderately High	Very High
Asset Size (Cr)	₹2107 Cr	₹9587 Cr
Min Investment	₹5000	₹1000
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹1000
Launch Date	04 Sep 2003	07 Mar 2008
Category	Value	Value
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	BSE 500
Turn Over	34.8%	15%
Expense Ratio	2.06	1.77
Manager	Rajasa Kakulavarapu	Ritika Behera
ISIN Code	INF090I01296	INF194K01342
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	Bandhan Sterling 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	BANDHAN Sterling Value Fund - Regular Plan - Growth
1 Month	4.3%	5.57%
6 Month	-14.52%	-12.52%
1 Year	3.62%	4.59%
3 Year	18.79%	16.04%
5 Year	32.88%	35.72%

Scheme Name	Templeton India Value Fund - Growth Plan	BANDHAN Sterling Value Fund - Regular Plan - Growth
6 Month	-5.51%	-4.49%
1 Year	-13.26%	-10.02%
3 Year	15.26%	15.45%
5 Year	21.39%	21.96%

Scheme Name	Templeton India Value Fund - Growth Plan	BANDHAN Sterling Value Fund - Regular Plan - Growth
1 Year	18.06%	13.57%
3 Year	15.75%	17.79%
5 Year	13.5%	16.52%

Scheme Name	Templeton India Value Fund - Growth Plan	BANDHAN Sterling Value Fund - Regular Plan - Growth
Standard Deviation	12.73%	13.72%
Sharp	0.79%	0.672%
Beta	0.94%	0.912%
Alpha	4.56%	3.11%

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Scheme Name	Templeton India Value Fund - Growth Plan	BANDHAN Sterling Value Fund - Regular Plan - Growth
Name	Rajasa Kakulavarapu	Ritika Behera
Total AUM	₹28545 Cr	₹43013 Cr
Funds Managed	10	19
	Templeton India Value Fund - Growth Plan	BANDHAN Sterling Value Fund - Regular Plan - Growth

Scheme Name	Templeton India Value Fund - Growth Plan	BANDHAN Sterling Value Fund - Regular Plan - Growth
Others	6.83	9.33
Large Cap	67.25	59.51
Small Cap	21.56	16.41
Mid Cap	4.36	14.74

Scheme Name	Templeton India Value Fund - Growth Plan	BANDHAN Sterling Value Fund - Regular Plan - Growth
Others	6.64	9.28
Basic Materials	8.83	8.56
Energy	9.68	8.1
Technology	7.13	8.39
Financial Services	31.9	28.95
Healthcare	7.65	5.86
Industrials	4.08	8.15
Consumer Cyclical	10.68	10.93
Communication Services	2.83	-
Utilities	5.62	2.62
Consumer Defensive	4.94	7.36
Real Estate	-	1.78