Templeton India Value Fund vs Aditya Birla Sun Life Pure Value Fund compare
Templeton India Value Fund - Growth Plan
Aditya Birla Sun Life Pure Value Fund - Growth Option
Chart Comparison
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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