Templeton India Value Fund vs HDFC Capital Builder Value Fund compare

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tortoise-icon Templeton India Value Fund - Growth Plan

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tortoise-icon HDFC Capital Builder Value Fund - Growth Plan

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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 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 Very High Very High
Asset Size (Cr) ₹2138 Cr ₹7315 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 05 Sep 2003 01 Feb 1994
Category Value Value
Fund Type Open Ended Open Ended
Benchmark Nifty 500 Value 50 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 Exit load of 1% if redeemed within 1 year/365 Exit load of 1% if redeemed within 1 year/365

Trailing Lumpsum Returns

Scheme Name Templeton India Value Fund - Growth Plan HDFC Capital Builder Value Fund - Growth Plan
1 Month -6.99% -6.66%
6 Month 2.15% 7.37%
1 Year 26.85% 31.48%
3 Year 18.62% 16.14%
5 Year 23.26% 19.45%

SIP Return Analysis

Scheme Name Templeton India Value Fund - Growth Plan HDFC Capital Builder Value Fund - Growth Plan
6 Month - -
1 Year 16.26% 23.37%
3 Year 25.66% 25.68%
5 Year 28.17% 24.62%

Rolling Lumpsum Returns

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%

Risk Management

Scheme Name Templeton India Value Fund - Growth Plan HDFC Capital Builder Value Fund - Growth Plan
Standard Deviation 12.73% 12.73%
Sharp 1.45% 1.15%
Beta 0.9% 0.96%
Alpha 9.11% 2.13%

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Fund Managers

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

Market Cap

Scheme Name

Templeton India Value Fund - Growth Plan

HDFC Capital Builder Value Fund - Growth Plan

Others 8.74 0.41
Large Cap 61.83 66.86
Mid Cap 5.95 13.74
Small Cap 23.47 18.99

Sector Allocation

Scheme Name

Templeton India Value Fund - Growth Plan

HDFC Capital Builder Value Fund - Growth Plan

Others 3.53 0.41
Materials 9.91 -
Automobile 5.61 -
Energy 16.41 -
Metals & Mining 2.4 -
Financial 27.1 -
Healthcare 5.07 -
Services 5.05 -
Construction 2.93 4.84
Capital Goods 5.87 -
Consumer Staples 5.38 -
Chemicals 1.98 -
Consumer Discretionary 1.98 -
Communication 0.44 -
Technology 4.68 -
Insurance 1.65 1.77
Telecom - Services - 5.13
IT - Software - 8.3
IT - Services - 0.68
Personal Products - 2.51
Transport Services - 0.62
Retailing - 1.19
Healthcare Services - 1.78
Petroleum Products - 1.74
Diversified FMCG - 1.92
Pharmaceuticals & Biotechnology - 6.81
Banks - 23.21
Agricultural, Commercial & Construction Vehicles - 0.46
Consumer Durables - 2.31
Automobiles - 4.31
Cement & Cement Products - 2.27
Ferrous Metals - 0.64
Telecom - Equipment & Accessories - 1.34
Capital Markets - 2.21
Chemicals & Petrochemicals - 0.15
Finance - 3.33
Gas - 0.91
Power - 4.29
Entertainment - 0.69
Realty - 3.96
Auto Components - 3.52
Aerospace & Defense - 1.45
Electrical Equipment - 0.39
Transport Infrastructure - 0.56
Consumable Fuels - 0.94
Industrial Manufacturing - 0.49
Industrial Products - 1.5
Beverages - 3.37

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