Tata Equity PE Fund Regular Plan vs Templeton India Value Fund compare
Templeton India Value Fund - Growth Plan
Tata Equity PE Fund Regular Plan -(Growth Option)
Chart Comparison
| Scheme Name | Templeton India Value Fund - Growth Plan | Tata Equity PE Fund Regular Plan -(Growth Option) |
|---|---|---|
| Fund | Templeton India Value Fund - Growth Plan | Tata Equity PE Fund Regular Plan -(Growth Option) |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2138 Cr | ₹8485 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 05 Sep 2003 | 05 Jun 2004 |
| Category | Value | Value |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty 500 Value 50 TRI | NIFTY 500 TRI |
| Turn Over | 34.8% | 48.01% |
| Expense Ratio | 2.05 | 1.78 |
| Manager | Rajasa Kakulavarapu | Amey Sathe |
| ISIN Code | INF090I01296 | INF277K01451 |
| Exits Load | Exit load of 1% if redeemed within 1 year/365 | For units more than 12% of the investments, an exit load of 1% if redeemed within 12 months./365 |
| Scheme Name | Templeton India Value Fund - Growth Plan | Tata Equity PE Fund Regular Plan -(Growth Option) |
|---|---|---|
| 1 Month | -5.87% | -6.01% |
| 6 Month | 8.16% | 11.3% |
| 1 Year | 38.18% | 46.16% |
| 3 Year | 21.15% | 21.16% |
| 5 Year | 24.46% | 21.14% |
| Scheme Name | Templeton India Value Fund - Growth Plan | Tata Equity PE Fund Regular Plan -(Growth Option) |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 19.86% | 21.72% |
| 3 Year | 52.01% | 52.97% |
| 5 Year | 109.92% | 90.67% |
| Scheme Name | Templeton India Value Fund - Growth Plan | Tata Equity PE Fund Regular Plan -(Growth Option) |
|---|---|---|
| 1 Year | 8.95% | 16.99% |
| 3 Year | 13.89% | 16.52% |
| 5 Year | 13.11% | 14.88% |
| Scheme Name | Templeton India Value Fund - Growth Plan | Tata Equity PE Fund Regular Plan -(Growth Option) |
|---|---|---|
| Standard Deviation | 12.73% | 12.45% |
| Sharp | 1.45% | 1.29% |
| Beta | 0.9% | 0.95% |
| Alpha | 9.11% | 6.01% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
| Scheme Name | Templeton India Value Fund - Growth Plan | Tata Equity PE Fund Regular Plan -(Growth Option) |
|---|---|---|
| Name | Rajasa Kakulavarapu | Amey Sathe |
| Total AUM | ₹28545 Cr | ₹11910 Cr |
| Fund Manage | 10 | 4 |
| Templeton India Value Fund - Growth Plan | Tata Equity PE Fund Regular Plan -(Growth Option) |
| Scheme Name |
Templeton India Value Fund - Growth Plan |
Tata Equity PE Fund Regular Plan -(Growth Option) |
|---|---|---|
| Others | 8.74 | 2.76 |
| Large Cap | 61.83 | 57.7 |
| Mid Cap | 5.95 | 19.73 |
| Small Cap | 23.47 | 19.81 |
| Scheme Name |
Templeton India Value Fund - Growth Plan |
Tata Equity PE Fund Regular Plan -(Growth Option) |
|---|---|---|
| Others | 3.53 | 2.71 |
| Materials | 9.91 | 8.03 |
| Automobile | 5.61 | 7.33 |
| Energy | 16.41 | 18.67 |
| Metals & Mining | 2.4 | 2.84 |
| Financial | 27.1 | 28.56 |
| Healthcare | 5.07 | 2.82 |
| Services | 5.05 | 4.01 |
| Construction | 2.93 | 1.56 |
| Capital Goods | 5.87 | 6.97 |
| Consumer Staples | 5.38 | 6.13 |
| Chemicals | 1.98 | 1.41 |
| Consumer Discretionary | 1.98 | - |
| Communication | 0.44 | 1.45 |
| Technology | 4.68 | 4.36 |
| Insurance | 1.65 | - |
| Textiles | - | 3.15 |
Top Comparisons
Nippon India Small Cap Fund - Growth Plan - Bonus Option
3Y Returns29.78%
Baroda BNP Paribas Small Cap Fund - Regular (G)
3Y Returns0%
Invesco India Credit Risk Fund - Regular Plan - Growth
3Y Returns6.48%
DSP Credit Risk Fund - Regular Plan -Growth
3Y Returns10.09%
HDFC Short Term Debt Fund - Growth Option
3Y Returns5.81%
Mirae Asset Short Duration Fund- Regular Plan -Growth
3Y Returns5.08%
Nippon India Money Market Fund-Growth Plan-Growth Option
3Y Returns6.51%
Aditya Birla Sun Life Money Manager Fund - Growth
3Y Returns6.48%