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Templeton India Value Fund vs Aditya Birla Sun Life Pure Value Fund compare

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tortoise-icon Templeton India Value Fund - Growth Plan

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tortoise-icon Aditya Birla Sun Life Pure Value Fund - Growth Option

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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 Aditya Birla Sun Life Pure Value Fund - Growth Option
Fund Templeton India Value Fund - Growth Plan Aditya Birla Sun Life Pure Value Fund - Growth Option
Investment Plan Growth Growth
Level of Risk Moderately High Very High
Asset Size (Cr) ₹2107 Cr ₹5929 Cr
Min Investment ₹5000 ₹1000
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 04 Sep 2003 27 Mar 2008
Category Value Value
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 34.8% 83%
Expense Ratio 2.06 1.88
Manager Rajasa Kakulavarapu Dhaval Joshi
ISIN Code INF090I01296 INF209K01LF3
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 Aditya Birla Sun Life Pure Value Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Templeton India Value Fund - Growth Plan Aditya Birla Sun Life Pure Value Fund - Growth Option
1 Month 4.3% 9.2%
6 Month -14.52% -15.4%
1 Year 3.62% 3.58%
3 Year 18.79% 18.55%
5 Year 32.88% 29.65%

SIP Return Analysis

Scheme Name Templeton India Value Fund - Growth Plan Aditya Birla Sun Life Pure Value Fund - Growth Option
6 Month -5.51% -7.16%
1 Year -13.26% -13.54%
3 Year 15.26% 17.27%
5 Year 21.39% 19.68%

Rolling Lumpsum Returns

Scheme Name Templeton India Value Fund - Growth Plan Aditya Birla Sun Life Pure Value Fund - Growth Option
1 Year 18.06% 14.12%
3 Year 15.75% 17.65%
5 Year 13.5% 17.36%

Risk Management

Scheme Name Templeton India Value Fund - Growth Plan Aditya Birla Sun Life Pure Value Fund - Growth Option
Standard Deviation 12.73% 15.69%
Sharp 0.79% 0.61%
Beta 0.94% 1.13%
Alpha 4.56% 2.86%

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Fund Managers

Scheme Name Templeton India Value Fund - Growth Plan Aditya Birla Sun Life Pure Value Fund - Growth Option
Name Rajasa Kakulavarapu Dhaval Joshi
Total AUM ₹28545 Cr ₹361932 Cr
Funds Managed 10 55
Templeton India Value Fund - Growth Plan Aditya Birla Sun Life Pure Value Fund - Growth Option

Market Cap

Scheme Name

Templeton India Value Fund - Growth Plan

Aditya Birla Sun Life Pure Value Fund - Growth Option

Others 6.83 5.81
Large Cap 67.25 39.96
Small Cap 21.56 40.01
Mid Cap 4.36 14.23

Sector Allocation

Scheme Name

Templeton India Value Fund - Growth Plan

Aditya Birla Sun Life Pure Value Fund - Growth Option

Others 6.64 2.04
Basic Materials 8.83 12.53
Energy 9.68 5.45
Technology 7.13 10.71
Financial Services 31.9 19.38
Healthcare 7.65 7.77
Industrials 4.08 15.78
Consumer Cyclical 10.68 14.42
Communication Services 2.83 0.92
Utilities 5.62 5.72
Consumer Defensive 4.94 2.54
Real Estate - 2.73

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