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Templeton India Value Fund vs Nippon India Value Fund compare
Templeton India Value Fund - Growth Plan
Nippon India Value Fund- Growth Plan
Chart Comparison
Overview
| Scheme Name | Templeton India Value Fund - Growth Plan | Nippon India Value Fund- Growth Plan |
|---|---|---|
| Fund | Templeton India Value Fund - Growth Plan | Nippon India Value Fund- Growth Plan |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Very High |
| Asset Size (Cr) | ₹2107 Cr | ₹8170 Cr |
| Min Investment | ₹5000 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 04 Sep 2003 | 08 Jun 2005 |
| Category | Value | Value |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 34.8% | 32% |
| Expense Ratio | 2.06 | 1.84 |
| Manager | Rajasa Kakulavarapu | Dhrumil Shah |
| ISIN Code | INF090I01296 | INF204K01GB3 |
| 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 | Nippon India 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 | Nippon India Value Fund- Growth Plan |
|---|---|---|
| 1 Month | 3.81% | 4.91% |
| 6 Month | -14.25% | -12.97% |
| 1 Year | 1.77% | 6.76% |
| 3 Year | 17.38% | 18.32% |
| 5 Year | 33.29% | 32.06% |
SIP Return Analysis
| Scheme Name | Templeton India Value Fund - Growth Plan | Nippon India Value Fund- Growth Plan |
|---|---|---|
| 6 Month | -5.51% | -4.83% |
| 1 Year | -13.26% | -8.42% |
| 3 Year | 15.26% | 20.9% |
| 5 Year | 21.39% | 22.73% |
Rolling Lumpsum Returns
| Scheme Name | Templeton India Value Fund - Growth Plan | Nippon India Value Fund- Growth Plan |
|---|---|---|
| 1 Year | 18.06% | 16.53% |
| 3 Year | 15.75% | 16.05% |
| 5 Year | 13.5% | 14.88% |
Risk Management
| Scheme Name | Templeton India Value Fund - Growth Plan | Nippon India Value Fund- Growth Plan |
|---|---|---|
| Standard Deviation | 12.73% | 15.103% |
| Sharp | 0.79% | 0.791% |
| Beta | 0.94% | 1.013% |
| Alpha | 4.56% | 5.147% |
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Fund Managers
| Scheme Name | Templeton India Value Fund - Growth Plan | Nippon India Value Fund- Growth Plan |
|---|---|---|
| Name | Rajasa Kakulavarapu | Dhrumil Shah |
| Total AUM | ₹28545 Cr | ₹14011 Cr |
| Funds Managed | 10 | 5 |
| Templeton India Value Fund - Growth Plan | Nippon India Value Fund- Growth Plan |
Market Cap
| Scheme Name |
Templeton India Value Fund - Growth Plan |
Nippon India Value Fund- Growth Plan |
|---|---|---|
| Others | 6.83 | 4.86 |
| Large Cap | 67.25 | 56.04 |
| Small Cap | 21.56 | 19.72 |
| Mid Cap | 4.36 | 19.38 |
Sector Allocation
| Scheme Name |
Templeton India Value Fund - Growth Plan |
Nippon India Value Fund- Growth Plan |
|---|---|---|
| Others | 6.64 | 4.37 |
| Basic Materials | 8.83 | 8.9 |
| Energy | 9.68 | 7.8 |
| Technology | 7.13 | 15.33 |
| Financial Services | 31.9 | 31.72 |
| Healthcare | 7.65 | 4.28 |
| Industrials | 4.08 | 11.27 |
| Consumer Cyclical | 10.68 | 5.18 |
| Communication Services | 2.83 | 3.5 |
| Utilities | 5.62 | 5.66 |
| Consumer Defensive | 4.94 | 1.24 |
| Real Estate | - | 0.76 |
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