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HDFC Capital Builder Value Fund vs Templeton India Value Fund compare

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tortoise-icon Templeton India Value Fund - Growth Plan

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tortoise-icon HDFC Value Fund - Growth Plan

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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 HDFC Value Fund - Growth Plan
Fund Templeton India Value Fund - Growth Plan HDFC Value Fund - Growth Plan
Investment Plan Growth Growth
Level of Risk Moderately High Average
Asset Size (Cr) ₹2107 Cr ₹6950 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 04 Sep 2003 01 Feb 1994
Category Value Value
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 34.8% 4.74%
Expense Ratio 2.06 1.84
Manager Rajasa Kakulavarapu Dhruv Muchhal
ISIN Code INF090I01296 INF179K01426
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 HDFC Capital Builder Value Fund - 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 HDFC Value Fund - Growth Plan
1 Month 4.26% 4.68%
6 Month -4.7% -3.76%
1 Year 6.61% 12.13%
3 Year 18.8% 17.83%
5 Year 31.97% 26.72%

SIP Return Analysis

Scheme Name Templeton India Value Fund - Growth Plan HDFC Value Fund - Growth Plan
6 Month 0.25% 0.64%
1 Year -7.01% -3.07%
3 Year 16.67% 18.23%
5 Year 21.77% 19.27%

Rolling Lumpsum Returns

Scheme Name Templeton India Value Fund - Growth Plan HDFC Value Fund - Growth Plan
1 Year 18.06% 14.89%
3 Year 15.75% 15.26%
5 Year 13.5% 14.67%

Risk Management

Scheme Name Templeton India Value Fund - Growth Plan HDFC Value Fund - Growth Plan
Standard Deviation 12.73% 14.249%
Sharp 0.76% 0.598%
Beta 0.92% 0.965%
Alpha 4.23% 2.056%

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Fund Managers

Scheme Name Templeton India Value Fund - Growth Plan HDFC Value Fund - Growth Plan
Name Rajasa Kakulavarapu Dhruv Muchhal
Total AUM ₹28545 Cr ₹520687 Cr
Funds Managed 10 40
Templeton India Value Fund - Growth Plan HDFC Value Fund - Growth Plan

Market Cap

Scheme Name

Templeton India Value Fund - Growth Plan

HDFC Value Fund - Growth Plan

Others 8.3 1.55
Large Cap 67.59 67.83
Small Cap 19.44 16.85
Mid Cap 4.68 13.77

Sector Allocation

Scheme Name

Templeton India Value Fund - Growth Plan

HDFC Value Fund - Growth Plan

Others 8.1 1.55
Basic Materials 8.34 2.97
Energy 9.48 2.31
Technology 6.51 12.29
Consumer Cyclical 11.48 9.82
Financial Services 32.93 31.78
Healthcare 7.2 9.02
Industrials 3.16 8.53
Communication Services 2.83 4.97
Utilities 5.3 4.93
Consumer Defensive 4.67 8.24
Real Estate - 3.59

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