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Templeton India Value Fund vs HDFC Capital Builder Value Fund compare
Templeton India Value Fund - Growth Plan
HDFC Value Fund - Growth Plan
Chart Comparison
Overview
| Scheme Name | Templeton India Value Fund - Growth Plan | HDFC Value Fund - Growth Plan |
|---|---|---|
| Fund | Templeton India Value Fund - Growth Plan | HDFC Value Fund - Growth Plan |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Average |
| Asset Size (Cr) | ₹2107 Cr | ₹6950 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 04 Sep 2003 | 01 Feb 1994 |
| Category | Value | Value |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 34.8% | 4.74% |
| Expense Ratio | 2.06 | 1.84 |
| Manager | Rajasa Kakulavarapu | Dhruv Muchhal |
| ISIN Code | INF090I01296 | INF179K01426 |
| 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 | HDFC Capital Builder Value Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Templeton India Value Fund - Growth Plan | HDFC Value Fund - Growth Plan |
|---|---|---|
| 1 Month | 6.39% | 7.7% |
| 6 Month | -8.15% | -7.42% |
| 1 Year | 4.48% | 10.51% |
| 3 Year | 17.52% | 16.12% |
| 5 Year | 30.76% | 25.74% |
SIP Return Analysis
| Scheme Name | Templeton India Value Fund - Growth Plan | HDFC Value Fund - Growth Plan |
|---|---|---|
| 6 Month | -3.97% | -3.98% |
| 1 Year | -14.12% | -11.2% |
| 3 Year | 13.76% | 14.88% |
| 5 Year | 19.93% | 17.22% |
Rolling Lumpsum Returns
| Scheme Name | Templeton India Value Fund - Growth Plan | HDFC Value Fund - Growth Plan |
|---|---|---|
| 1 Year | 18.06% | 14.89% |
| 3 Year | 15.75% | 15.26% |
| 5 Year | 13.5% | 14.67% |
Risk Management
| Scheme Name | Templeton India Value Fund - Growth Plan | HDFC Value Fund - Growth Plan |
|---|---|---|
| Standard Deviation | 12.73% | 14.249% |
| Sharp | 0.76% | 0.598% |
| Beta | 0.92% | 0.965% |
| Alpha | 4.23% | 2.056% |
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Fund Managers
| Scheme Name | Templeton India Value Fund - Growth Plan | HDFC Value Fund - Growth Plan |
|---|---|---|
| Name | Rajasa Kakulavarapu | Dhruv Muchhal |
| Total AUM | ₹28545 Cr | ₹520687 Cr |
| Funds Managed | 10 | 40 |
| Templeton India Value Fund - Growth Plan | HDFC Value Fund - Growth Plan |
Market Cap
| Scheme Name |
Templeton India Value Fund - Growth Plan |
HDFC Value Fund - Growth Plan |
|---|---|---|
| Others | 8.3 | 1.55 |
| Large Cap | 67.59 | 67.83 |
| Small Cap | 19.44 | 16.85 |
| Mid Cap | 4.68 | 13.77 |
Sector Allocation
| Scheme Name |
Templeton India Value Fund - Growth Plan |
HDFC Value Fund - Growth Plan |
|---|---|---|
| Others | 8.1 | 1.55 |
| Basic Materials | 8.34 | 2.97 |
| Energy | 9.48 | 2.31 |
| Technology | 6.51 | 12.29 |
| Consumer Cyclical | 11.48 | 9.82 |
| Financial Services | 32.93 | 31.78 |
| Healthcare | 7.2 | 9.02 |
| Industrials | 3.16 | 8.53 |
| Communication Services | 2.83 | 4.97 |
| Utilities | 5.3 | 4.93 |
| Consumer Defensive | 4.67 | 8.24 |
| Real Estate | - | 3.59 |
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