UTI Value Fund vs Templeton India Value Fund compare
Templeton India Value Fund - Growth Plan
UTI Value Fund- Regular Plan - Growth Option
Chart Comparison
| Scheme Name | Templeton India Value Fund - Growth Plan | UTI Value Fund- Regular Plan - Growth Option |
|---|---|---|
| Fund | Templeton India Value Fund - Growth Plan | UTI Value Fund- Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2138 Cr | ₹9904 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 05 Sep 2003 | 20 Jul 2005 |
| Category | Value | Value |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty 500 Value 50 TRI | NIFTY 500 TRI |
| Turn Over | 34.8% | 28% |
| Expense Ratio | 2.05 | 1.8 |
| Manager | Rajasa Kakulavarapu | Amit Kumar Premchandani |
| ISIN Code | INF090I01296 | INF789F01AG5 |
| Exits Load | Exit load of 1% if redeemed within 1 year/365 | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365 |
| Scheme Name | Templeton India Value Fund - Growth Plan | UTI Value Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 5.14% | 7.31% |
| 6 Month | 16.88% | 25.74% |
| 1 Year | 43.09% | 46.33% |
| 3 Year | 26.29% | 19.99% |
| 5 Year | 27.85% | 24.7% |
| Scheme Name | Templeton India Value Fund - Growth Plan | UTI Value Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 19.86% | 19.73% |
| 3 Year | 52.01% | 41.61% |
| 5 Year | 109.92% | 79.02% |
| Scheme Name | Templeton India Value Fund - Growth Plan | UTI Value Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 29.92% | 23.65% |
| 3 Year | 80.92% | 58.82% |
| 5 Year | 118.64% | 87.31% |
| Scheme Name | Templeton India Value Fund - Growth Plan | UTI Value Fund- Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.73% | 12.09% |
| Sharp | 1.45% | 1.07% |
| Beta | 0.9% | 0.93% |
| Alpha | 9.11% | 1.25% |
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| Scheme Name | Templeton India Value Fund - Growth Plan | UTI Value Fund- Regular Plan - Growth Option |
|---|---|---|
| Name | Rajasa Kakulavarapu | Amit Kumar Premchandani |
| Total AUM | ₹28545 Cr | ₹13572 Cr |
| Fund Manage | 10 | 3 |
| Templeton India Value Fund - Growth Plan | UTI Value Fund- Regular Plan - Growth Option |
| Scheme Name |
Templeton India Value Fund - Growth Plan |
UTI Value Fund- Regular Plan - Growth Option |
|---|---|---|
| Large Cap | 61.83 | 66.06 |
| Small Cap | 23.47 | 18.18 |
| Others | 8.74 | 1 |
| Mid Cap | 5.95 | 14.74 |
| Scheme Name |
Templeton India Value Fund - Growth Plan |
UTI Value Fund- Regular Plan - Growth Option |
|---|---|---|
| Financial | 27.1 | 28.63 |
| Energy | 16.41 | 8.3 |
| Capital Goods | 5.87 | 1.85 |
| Others | 3.53 | 0.47 |
| Consumer Staples | 5.38 | 3.97 |
| Technology | 4.68 | 9.03 |
| Healthcare | 5.07 | 8.99 |
| Materials | 9.91 | 4.15 |
| Automobile | 5.61 | 7.89 |
| Construction | 2.93 | 2.5 |
| Consumer Discretionary | 1.98 | 3.59 |
| Chemicals | 1.98 | 1.25 |
| Services | 5.05 | 5.22 |
| Insurance | 1.65 | 2.71 |
| Metals & Mining | 2.4 | 5.84 |
| Communication | 0.44 | 4.23 |
| Textiles | - | 1.36 |
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