Templeton India Value Fund vs Quant Value Fund Regular compare

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tortoise-icon Templeton India Value Fund - Growth Plan

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tortoise-icon Quant Value Fund Regular - Growth

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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 Quant Value Fund Regular - Growth
Fund Templeton India Value Fund - Growth Plan Quant Value Fund Regular - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹2138 Cr ₹1901 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 05 Sep 2003 30 Nov 2021
Category Value Value
Fund Type Open Ended Open-ended
Benchmark Nifty 500 Value 50 TRI NIFTY 500 TRI
Turn Over 34.8% %
Expense Ratio 2.05 2.01
Manager Rajasa Kakulavarapu Sanjeev Sharma
ISIN Code INF090I01296 INF966L01AQ6
Exits Load Exit load of 1% if redeemed within 1 year/365 Exit load of 1%, if redeemed within 15 days./365

Trailing Lumpsum Returns

Scheme Name Templeton India Value Fund - Growth Plan Quant Value Fund Regular - Growth
1 Month -5.87% -1.03%
6 Month 8.16% 18.39%
1 Year 38.18% 70.58%
3 Year 21.15% -
5 Year 24.46% -

SIP Return Analysis

Scheme Name Templeton India Value Fund - Growth Plan Quant Value Fund Regular - Growth
6 Month - -
1 Year 19.86% 31.27%
3 Year 52.01% 67.4%
5 Year 109.92% 67.4%

Rolling Lumpsum Returns

Scheme Name Templeton India Value Fund - Growth Plan Quant Value Fund Regular - Growth
1 Year 8.95% 31.3%
3 Year 13.89% -
5 Year 13.11% -

Risk Management

Scheme Name Templeton India Value Fund - Growth Plan Quant Value Fund Regular - Growth
Standard Deviation 12.73% 21.18%
Sharp 1.45% -
Beta 0.9% -
Alpha 9.11% -

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Fund Managers

Scheme Name Templeton India Value Fund - Growth Plan Quant Value Fund Regular - Growth
Name Rajasa Kakulavarapu Sanjeev Sharma
Total AUM ₹28545 Cr ₹39731 Cr
Fund Manage 10 22
Templeton India Value Fund - Growth Plan Quant Value Fund Regular - Growth

Market Cap

Scheme Name

Templeton India Value Fund - Growth Plan

Quant Value Fund Regular - Growth

Others 8.74 19.47
Large Cap 61.83 48.09
Mid Cap 5.95 9.39
Small Cap 23.47 23.06

Sector Allocation

Scheme Name

Templeton India Value Fund - Growth Plan

Quant Value Fund Regular - Growth

Others 3.53 5.72
Materials 9.91 10.14
Automobile 5.61 2.5
Energy 16.41 20.31
Metals & Mining 2.4 7.2
Financial 27.1 33.08
Healthcare 5.07 7.11
Services 5.05 7.42
Construction 2.93 2.68
Capital Goods 5.87 0.44
Consumer Staples 5.38 0.44
Chemicals 1.98 -
Consumer Discretionary 1.98 -
Communication 0.44 -
Technology 4.68 -
Insurance 1.65 2.97

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