Templeton India Value Fund vs Axis Value Fund compare
Templeton India Value Fund - Growth Plan
Axis Value Fund - Regular Plan - Growth
Chart Comparison
| Scheme Name | Templeton India Value Fund - Growth Plan | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Templeton India Value Fund - Growth Plan | Axis Value Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2138 Cr | ₹620 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 05 Sep 2003 | 15 Sep 2021 |
| Category | Value | Value |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty 500 Value 50 TRI | Nifty 500 Value 50 TRI |
| Turn Over | 34.8% | 15% |
| Expense Ratio | 2.05 | 2.38 |
| Manager | Rajasa Kakulavarapu | Vinayak Jayanath |
| ISIN Code | INF090I01296 | INF846K013C4 |
| Exits Load | Exit load of 1% if redeemed within 1 year/365 | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365 |
| Scheme Name | Templeton India Value Fund - Growth Plan | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 3.98% | 3.98% |
| 6 Month | 15.81% | 24.27% |
| 1 Year | 41.42% | 52.27% |
| 3 Year | 25.81% | - |
| 5 Year | 27.29% | - |
| Scheme Name | Templeton India Value Fund - Growth Plan | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 19.86% | 20.18% |
| 3 Year | 52.01% | 48.25% |
| 5 Year | 109.92% | 48.25% |
| Scheme Name | Templeton India Value Fund - Growth Plan | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 29.92% | 23.75% |
| 3 Year | 80.92% | 55.07% |
| 5 Year | 118.64% | 55.07% |
| Scheme Name | Templeton India Value Fund - Growth Plan | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.73% | 14.73% |
| Sharp | 1.45% | - |
| Beta | 0.9% | - |
| Alpha | 9.11% | - |
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| Scheme Name | Templeton India Value Fund - Growth Plan | Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Name | Rajasa Kakulavarapu | Vinayak Jayanath |
| Total AUM | ₹28545 Cr | ₹0 Cr |
| Fund Manage | 10 | 18 |
| Templeton India Value Fund - Growth Plan | Axis Value Fund - Regular Plan - Growth |
| Scheme Name |
Templeton India Value Fund - Growth Plan |
Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Large Cap | 61.83 | 55.53 |
| Small Cap | 23.47 | 20.69 |
| Others | 8.74 | 8.36 |
| Mid Cap | 5.95 | 15.41 |
| Scheme Name |
Templeton India Value Fund - Growth Plan |
Axis Value Fund - Regular Plan - Growth |
|---|---|---|
| Financial | 27.1 | 18.59 |
| Energy | 16.41 | 9.98 |
| Capital Goods | 5.87 | 8.99 |
| Others | 3.53 | 3.82 |
| Consumer Staples | 5.38 | 1.72 |
| Technology | 4.68 | 5.11 |
| Healthcare | 5.07 | 10.7 |
| Materials | 9.91 | 2.85 |
| Automobile | 5.61 | 13.4 |
| Construction | 2.93 | 7.02 |
| Consumer Discretionary | 1.98 | 2.4 |
| Chemicals | 1.98 | 0.5 |
| Services | 5.05 | 5.02 |
| Insurance | 1.65 | 1.71 |
| Metals & Mining | 2.4 | 3.03 |
| Communication | 0.44 | 3.53 |
| Diversified | - | 1.62 |
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