Templeton India Value Fund vs HDFC Capital Builder Value Fund compare
Templeton India Value Fund - Growth Plan
HDFC Capital Builder Value Fund - Growth Plan
Chart Comparison
| Scheme Name | Templeton India Value Fund - Growth Plan | HDFC Capital Builder Value Fund - Growth Plan |
|---|---|---|
| Fund | Templeton India Value Fund - Growth Plan | HDFC Capital Builder Value Fund - Growth Plan |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Very High |
| Asset Size (Cr) | ₹2199 Cr | ₹7429 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 | 2.05 | 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 |
| Scheme Name | Templeton India Value Fund - Growth Plan | HDFC Capital Builder Value Fund - Growth Plan |
|---|---|---|
| 1 Month | -3.05% | -4.18% |
| 6 Month | -8.62% | -5.1% |
| 1 Year | 9.81% | 14.1% |
| 3 Year | 18.39% | 15.99% |
| 5 Year | 23.2% | 19.49% |
| Scheme Name | Templeton India Value Fund - Growth Plan | HDFC Capital Builder Value Fund - Growth Plan |
|---|---|---|
| 6 Month | - | - |
| 1 Year | -0.48% | 7.58% |
| 3 Year | 20.82% | 22.42% |
| 5 Year | 25.47% | 22.82% |
| Scheme Name | Templeton India Value Fund - Growth Plan | HDFC Capital Builder Value Fund - Growth Plan |
|---|---|---|
| 1 Year | 18.21% | 14.74% |
| 3 Year | 15.45% | 15.19% |
| 5 Year | 13.31% | 14.49% |
| Scheme Name | Templeton India Value Fund - Growth Plan | HDFC Capital Builder Value Fund - Growth Plan |
|---|---|---|
| Standard Deviation | 12.73% | 12.73% |
| Sharp | 0.97% | 1.15% |
| Beta | 0.95% | 0.96% |
| Alpha | 5.59% | 2.13% |
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| Scheme Name | Templeton India Value Fund - Growth Plan | HDFC Capital Builder Value Fund - Growth Plan |
|---|---|---|
| Name | Rajasa Kakulavarapu | Dhruv Muchhal |
| Total AUM | ₹28545 Cr | ₹520687 Cr |
| Fund Manage | 10 | 40 |
| Templeton India Value Fund - Growth Plan | HDFC Capital Builder Value Fund - Growth Plan |
| Scheme Name |
Templeton India Value Fund - Growth Plan |
HDFC Capital Builder Value Fund - Growth Plan |
|---|---|---|
| Others | 5.39 | 0.86 |
| Large Cap | 62.89 | 67.07 |
| Mid Cap | 7.95 | 13.11 |
| Small Cap | 23.75 | 18.96 |
| Scheme Name |
Templeton India Value Fund - Growth Plan |
HDFC Capital Builder Value Fund - Growth Plan |
|---|---|---|
| Others | 5.39 | 0.86 |
| Petroleum Products | 6.33 | 1.57 |
| IT - Software | 7.31 | 9.06 |
| Cement & Cement Products | 6.23 | 2.23 |
| Banks | 28.59 | 24.45 |
| Pharmaceuticals & Biotechnology | 5.22 | 7.08 |
| Transport Services | 0.76 | 0.38 |
| Leisure Services | 2.79 | - |
| Ferrous Metals | 1.69 | 0.35 |
| Realty | 2.33 | 3.62 |
| Automobiles | 5.48 | 3.86 |
| Finance | 1.68 | 3.16 |
| Healthcare Services | 1.76 | 1.44 |
| Gas | 2.42 | 0.81 |
| Consumer Durables | 2.44 | 1.43 |
| Industrial Products | 2.04 | 1.47 |
| Diversified FMCG | 3.56 | 2.09 |
| Oil | 2.42 | - |
| Retailing | 0.74 | 1.15 |
| Consumable Fuels | 0.67 | 0.88 |
| Personal Products | 1.76 | 2.42 |
| Fertilizers & Agrochemicals | 1.01 | - |
| Insurance | 2.86 | 1.65 |
| Power | 3.17 | 4.23 |
| Commercial Services & Supplies | 1.33 | - |
| Telecom - Services | - | 4.58 |
| IT - Services | - | 0.67 |
| Construction | - | 5.1 |
| Agricultural, Commercial & Construction Vehicles | - | 0.53 |
| Telecom - Equipment & Accessories | - | 1.34 |
| Capital Markets | - | 2.64 |
| Chemicals & Petrochemicals | - | 0.15 |
| Entertainment | - | 0.68 |
| Auto Components | - | 3.55 |
| Aerospace & Defense | - | 1.53 |
| Electrical Equipment | - | 0.44 |
| Transport Infrastructure | - | 0.53 |
| Industrial Manufacturing | - | 0.51 |
| Beverages | - | 3.56 |
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