- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Returns with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Retirement Calculator Estimate Retirement Corpus & Investment Amount
Child's Future Calculator Estimate Child Future Corpus & Invesment Amount
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Compare Funds Comparison of fund details
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
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
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 | Moderately High | Very High |
| 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 Capital Builder Value Fund - Growth Plan |
|---|---|---|
| 1 Month | -4% | -3.79% |
| 6 Month | -15.08% | -14.12% |
| 1 Year | -1.03% | 3.3% |
| 3 Year | 18.09% | 15.54% |
| 5 Year | 25.86% | 21.3% |
SIP Return Analysis
| Scheme Name | Templeton India Value Fund - Growth Plan | HDFC Capital Builder Value Fund - Growth Plan |
|---|---|---|
| 6 Month | -8.82% | -10.02% |
| 1 Year | -17.59% | -16.22% |
| 3 Year | 13.52% | 13.52% |
| 5 Year | 20.57% | 17.05% |
Rolling Lumpsum Returns
| Scheme Name | Templeton India Value Fund - Growth Plan | HDFC Capital Builder Value Fund - Growth Plan |
|---|---|---|
| 1 Year | 18.16% | 14.89% |
| 3 Year | 15.66% | 15.26% |
| 5 Year | 13.43% | 14.67% |
Risk Management
| Scheme Name | Templeton India Value Fund - Growth Plan | HDFC Capital Builder Value Fund - Growth Plan |
|---|---|---|
| Standard Deviation | 12.73% | 14.249% |
| Sharp | 0.79% | 0.598% |
| Beta | 0.94% | 0.965% |
| Alpha | 4.56% | 2.056% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 6.83 | 1.54935 |
| Large Cap | 67.25217 | 67.83035 |
| Small Cap | 21.55823 | 16.85393 |
| Mid Cap | 4.35962 | 13.76638 |
Sector Allocation
| Scheme Name |
Templeton India Value Fund - Growth Plan |
HDFC Capital Builder Value Fund - Growth Plan |
|---|---|---|
| Others | 6.6438 | 1.54935 |
| Basic Materials | 8.83306 | 2.9689 |
| Energy | 9.684 | 2.30587 |
| Technology | 7.13223 | 12.28909 |
| Financial Services | 31.89843 | 31.78064 |
| Healthcare | 7.65458 | 9.02055 |
| Industrials | 4.08083 | 8.53054 |
| Consumer Cyclical | 10.68186 | 9.81957 |
| Communication Services | 2.8326 | 4.97326 |
| Utilities | 5.62116 | 4.92748 |
| Consumer Defensive | 4.93747 | 8.24047 |
| Real Estate | - | 3.59429 |
Top Comparisons
DSP Gilt Fund - Regular Plan - Growth
3Y Returns6.93%
Baroda BNP Paribas GILT FUND - Regular Plan - Growth Option
3Y Returns6.75%
Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth
3Y Returns0%
Tata Multi Asset Opportunities Fund-Regular Plan-Growth
3Y Returns11.57%
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth
3Y Returns15.17%
HDFC Multi Cap Fund - Growth Option
3Y Returns19.62%
ICICI Prudential Regular Gold Savings Fund (FOF) - Growth
3Y Returns16.61%
Edelweiss Gold and Silver ETF FOF - Regular Plan - Growth
3Y Returns0%
