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BANDHAN Sterling Value Fund vs Templeton India Value Fund compare
Templeton India Value Fund - Growth Plan
BANDHAN Sterling Value Fund - Regular Plan - Growth
Chart Comparison
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 |
Trailing Lumpsum Returns
| Scheme Name | Templeton India Value Fund - Growth Plan | BANDHAN Sterling Value Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 6.39% | 5.57% |
| 6 Month | -8.15% | -8.57% |
| 1 Year | 4.48% | 5.22% |
| 3 Year | 17.52% | 15.04% |
| 5 Year | 30.76% | 32.87% |
SIP Return Analysis
| Scheme Name | Templeton India Value Fund - Growth Plan | BANDHAN Sterling Value Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.25% | -0.54% |
| 1 Year | -7.01% | -6.71% |
| 3 Year | 16.67% | 15.97% |
| 5 Year | 21.77% | 21.65% |
Rolling Lumpsum Returns
| 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% |
Risk Management
| Scheme Name | Templeton India Value Fund - Growth Plan | BANDHAN Sterling Value Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.73% | 13.72% |
| Sharp | 0.76% | 0.672% |
| Beta | 0.92% | 0.912% |
| Alpha | 4.23% | 3.11% |
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Fund Managers
| 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 |
Market Cap
| Scheme Name |
Templeton India Value Fund - Growth Plan |
BANDHAN Sterling Value Fund - Regular Plan - Growth |
|---|---|---|
| Others | 8.3 | 9.33 |
| Large Cap | 67.59 | 59.51 |
| Small Cap | 19.44 | 16.41 |
| Mid Cap | 4.68 | 14.74 |
Sector Allocation
| Scheme Name |
Templeton India Value Fund - Growth Plan |
BANDHAN Sterling Value Fund - Regular Plan - Growth |
|---|---|---|
| Others | 8.1 | 9.28 |
| Basic Materials | 8.34 | 8.56 |
| Energy | 9.48 | 8.1 |
| Technology | 6.51 | 8.39 |
| Consumer Cyclical | 11.48 | 10.93 |
| Financial Services | 32.93 | 28.95 |
| Healthcare | 7.2 | 5.86 |
| Industrials | 3.16 | 8.15 |
| Communication Services | 2.83 | - |
| Utilities | 5.3 | 2.62 |
| Consumer Defensive | 4.67 | 7.36 |
| Real Estate | - | 1.78 |
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