Tata Equity PE Fund Regular Plan vs Templeton India Value Fund compare

Templeton India Value Fund - Growth Plan

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Tata Equity PE Fund Regular Plan -(Growth Option)

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Overview

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	Moderately High	Very High
Asset Size (Cr)	₹2199 Cr	₹8681 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹1000
Launch Date	04 Sep 2003	29 Jun 2004
Category	Value	Value
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 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	Templeton India Value Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	Tata Equity PE Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Templeton India Value Fund - Growth Plan	Tata Equity PE Fund Regular Plan -(Growth Option)
1 Month	-0.39%	0.84%
6 Month	-4.02%	0.29%
1 Year	19.36%	25%
3 Year	22.44%	22.36%
5 Year	23.44%	20.16%

Scheme Name	Templeton India Value Fund - Growth Plan	Tata Equity PE Fund Regular Plan -(Growth Option)
6 Month	-	-
1 Year	4.26%	11.56%
3 Year	22.28%	26.03%
5 Year	26.39%	24.54%

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	1.08%	1.08%
Beta	0.93%	0.96%
Alpha	5.46%	4.9%

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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	5.39	8.82
Large Cap	62.89	50.82
Mid Cap	7.95	15.6
Small Cap	23.75	24.76

Scheme Name	Templeton India Value Fund - Growth Plan	Tata Equity PE Fund Regular Plan -(Growth Option)
Others	5.39	8.82
Petroleum Products	6.33	4.61
IT - Software	7.31	4.8
Cement & Cement Products	6.23	1.38
Banks	28.59	18.13
Pharmaceuticals & Biotechnology	5.22	5.72
Transport Services	0.76	-
Leisure Services	2.79	0.83
Ferrous Metals	1.69	-
Realty	2.33	-
Automobiles	5.48	2.64
Finance	1.68	10.65
Healthcare Services	1.76	-
Gas	2.42	0.88
Consumer Durables	2.44	2.05
Industrial Products	2.04	0.73
Diversified FMCG	3.56	3.55
Oil	2.42	1.44
Retailing	0.74	1.68
Consumable Fuels	0.67	4.12
Personal Products	1.76	-
Fertilizers & Agrochemicals	1.01	-
Insurance	2.86	-
Power	3.17	5.86
Commercial Services & Supplies	1.33	-
Textiles & Apparels	-	3.68
Aerospace & Defense	-	0.9
Capital Markets	-	5.19
Telecom - Services	-	2.5
Construction	-	0.62
Auto Components	-	2.84
Entertainment	-	1.69
Minerals & Mining	-	1.08
Beverages	-	3.61