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 | -6.99% | -7.14% |
| 6 Month | 2.15% | 4.55% |
| 1 Year | 26.85% | 32.34% |
| 3 Year | 18.62% | 19.13% |
| 5 Year | 23.26% | 19.95% |
| Scheme Name | Templeton India Value Fund - Growth Plan | Tata Equity PE Fund Regular Plan -(Growth Option) |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 16.26% | 23.37% |
| 3 Year | 25.66% | 28.91% |
| 5 Year | 28.17% | 25.91% |
| Scheme Name | Templeton India Value Fund - Growth Plan | Tata Equity PE Fund Regular Plan -(Growth Option) |
|---|---|---|
| 1 Year | 18.21% | 17.13% |
| 3 Year | 15.45% | 16.47% |
| 5 Year | 13.31% | 14.86% |
| 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% | 1.03% |
| Beta | 0.9% | 0.96% |
| Alpha | 9.11% | 5.16% |
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| 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 |
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