Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

BANDHAN Sterling Value Fund vs Templeton India Value Fund compare

Link copied to clipboard!

tortoise-icon Templeton India Value Fund - Growth Plan

Invest Now

tortoise-icon BANDHAN Sterling 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 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 Risk Very High Risk
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 -3.42% -2.93%
6 Month -13.33% -11.54%
1 Year 1.87% 3.53%
3 Year 17.98% 15.93%
5 Year 22.23% 22.13%

SIP Return Analysis

Scheme Name Templeton India Value Fund - Growth Plan BANDHAN Sterling Value Fund - Regular Plan - Growth
6 Month - -
1 Year -10.89% -9.96%
3 Year 16.03% 15.2%
5 Year 22.63% 22.88%

Rolling Lumpsum Returns

Scheme Name Templeton India Value Fund - Growth Plan BANDHAN Sterling Value Fund - Regular Plan - Growth
1 Year 18.16% 13.57%
3 Year 15.66% 17.79%
5 Year 13.43% 16.52%

Risk Management

Scheme Name Templeton India Value Fund - Growth Plan BANDHAN Sterling Value Fund - Regular Plan - Growth
Standard Deviation 12.73% 13.722%
Sharp 0.8% 0.679%
Beta 0.96% 0.946%
Alpha 3.51% 1.681%

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 BANDHAN Sterling Value Fund - Regular Plan - Growth
Name Rajasa Kakulavarapu Ritika Behera
Total AUM ₹28545 Cr ₹43013 Cr
Fund Manage 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 5.39 10.35
Large Cap 62.89 59.36
Mid Cap 7.95 15.6
Small Cap 23.75 16.68

Sector Allocation

Scheme Name

Templeton India Value Fund - Growth Plan

BANDHAN Sterling Value Fund - Regular Plan - Growth

Others 5.39 10.35
Petroleum Products 6.33 4.65
IT - Software 7.31 7.76
Cement & Cement Products 6.23 0.77
Banks 28.59 17.87
Pharmaceuticals & Biotechnology 5.22 7.36
Transport Services 0.76 1.06
Leisure Services 2.79 1.87
Ferrous Metals 1.69 3.09
Realty 2.33 1.78
Automobiles 5.48 4.02
Finance 1.68 3.55
Healthcare Services 1.76 -
Gas 2.42 0.9
Consumer Durables 2.44 2.19
Industrial Products 2.04 -
Diversified FMCG 3.56 2.19
Oil 2.42 1.19
Retailing 0.74 1.97
Consumable Fuels 0.67 -
Personal Products 1.76 1.28
Fertilizers & Agrochemicals 1.01 0.43
Insurance 2.86 4.15
Power 3.17 3.73
Commercial Services & Supplies 1.33 1.37
Construction - 5.03
Non - Ferrous Metals - 0.82
Electrical Equipment - 2.18
Diversified Metals - 1.25
Chemicals & Petrochemicals - 0.66
Auto Components - 2.99
Telecom - Services - 1.12
Minerals & Mining - 0.22
Beverages - 2.61
Food Products - 1.58

Top Comparisons

BANDHAN Banking & PSU Debt Fund - Regular Growth BANDHAN Banking & PSU Debt Fund - Regular Growth

3Y Returns6.09%

VS

Axis Banking & PSU Debt Fund - Regular Plan - Growth option Axis Banking & PSU Debt Fund - Regular Plan - Growth option

3Y Returns6.1%

Compare Now

Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth Option Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth Option

3Y Returns10.84%

VS

HSBC Global Equity Climate Change Fund of Fund - Regular - Growth HSBC Global Equity Climate Change Fund of Fund - Regular - Growth

3Y Returns4.12%

Compare Now

Kotak NASDAQ 100 Fund of Fund - Regular Plan - Growth Kotak NASDAQ 100 Fund of Fund - Regular Plan - Growth

3Y Returns22.42%

VS

DSP Global Innovation Fund of Fund - Regular - Growth DSP Global Innovation Fund of Fund - Regular - Growth

3Y Returns18.13%

Compare Now

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

3Y Returns12.82%

VS

UTI Flexi Cap Fund - Growth Option UTI Flexi Cap Fund - Growth Option

3Y Returns6.94%

Compare Now
Add to Cart Successfully