Templeton India Value Fund - Growth Plan

  • Scheme Category:  
  • Equity Scheme >  
  • Value Fund/Contra Fund
NAV: ₹ 687.0104 ↓ -0.31%
[as on 1 September, 2026]

NAV chart

SMA (Simple Moving Average)

  • 50 SMA
  • 100 SMA
  • 200 SMA
  • 400 SMA

Returns

CAGR returns till date

CAGR returns of Templeton India Value Fund - Growth Plan and its peers as on 1 September, 2026
NameYTD1D1W1M3M1Y3Y5Y7Y10Y
Templeton India Value Fund - Growth Plan -7.58% -0.31% -0.87% -1.46% 0.46% -2.18% 9.43% 12.92% 17.41% 12.72%
ICICI Prudential Value Fund (erstwhile Value Discovery Fund) - Growth -7.53% -0.15% -0.84% -1.35% 1.89% -1.54% 12.66% 14.83% 18.96% 13.86%
ICICI Prudential Value Discovery Fund - Institutional Option - I - Growth 14.95% 1.22% 1.63% 10.32% 18.96% 34.24% 14.02% 30.69% 16.83%-
HDFC Value Fund - Growth Plan 3.24% -0.69% -0.68% 1.14% 8.65% 9.66% 16.25% 13.83% 17.04% 13.62%
Nippon India Value Fund- Growth Plan -3.74% -0.74% -1.42% -1.17% 2.87% 1.27% 14.41% 13.73% 18.51% 14.4%
Aditya Birla Sun Life Value Fund - Growth Option 6.53% -0.35% -0.62% 2.29% 6.14% 15.88% 14.7% 14.37% 17.63% 11.61%

Discrete returns (yearly)

Year2016201720182019202020212022202320242025
Returns 8.86% 36.83% -12.32% -0.18% 11.74% 46.3% 14.08% 33.8% 14.65% 6.7%

Discrete returns (monthly)

MonthNov 2025Dec 2025Jan 2026Feb 2026Mar 2026Apr 2026May 2026Jun 2026Jul 2026Aug 2026
Returns 0.88% 1.1% -3.6% -0.88% -11.36% 6.96% -2.62% 2.18% -0.42% -1.15%

Returns from spefic dates

DescriptionCAGR returns from 18 Oct 2021 (Nifty 50 2021 high)CAGR returns from 26 Sep 2024 (Nifty 50 2024 high)
Returns 10.46% -5.67%

Portfolio

Asset allocation

EquityDebtRealestateCommoditiesCash & Equivalents
95.66% 0.00% (Arbitrage: 0.00%) 0.00% 0.00% 4.34%

Equity

NameSymbol / ISINSectorWeight %Other links
HDFC Bank LtdHDFCBANK (INE040A01034)Banks7.45%DCF
Axis Bank LtdAXISBANK (INE238A01034)Banks6.34%DCF
ICICI Bank LtdICICIBANK (INE090A01021)Banks5.54%DCF
Reliance Industries LtdRELIANCE (INE002A01018)Petroleum Products5.54%DCF
Tata Consultancy Services LtdTCS (INE467B01029)IT - Software4.36%DCF
Cipla LtdCIPLA (INE059A01026)Pharmaceuticals & Biotechnology3.67%
Infosys LtdINFY (INE009A01021)IT - Software3.49%DCF
Maruti Suzuki India LtdMARUTI (INE585B01010)Automobiles2.98%DCF
Oil & Natural Gas Corporation LtdONGC (INE213A01029)Oil2.66%
REC LtdRECLTD (INE020B01018)Finance2.54%
IDFC First Bank LtdIDFCFIRSTB (INE092T01019)Banks2.50%
RBL Bank LtdRBLBANK (INE976G01028)Banks2.43%
ITC LtdITC (INE154A01025)Diversified FMCG2.24%DCF
HDB Financial Services LtdHDBFS (INE756I01012)Finance2.07%
State Bank of IndiaSBIN (INE062A01020)Banks2.05%DCF
Akums Drugs And Pharmaceuticals LtdAKUMS (INE09XN01023)Pharmaceuticals & Biotechnology1.97%
Tata Motors Passenger Vehicles LtdTMPV (INE155A01022)Automobiles1.86%
Hindustan Aeronautics LtdHAL (INE066F01020)Aerospace & Defense1.74%
Balkrishna Industries LtdBALKRISIND (INE787D01026)Auto Components1.66%
Bandhan Bank LtdBANDHANBNK (INE545U01014)Banks1.65%
Swiggy LtdSWIGGY (INE00H001014)Retailing1.56%
NHPC LtdNHPC (INE848E01016)Power1.53%
CESC LtdCESC (INE486A01021)Power1.48%
Kirloskar Oil Engines LtdKIRLOSENG (INE146L01010)Industrial Products1.42%
Power Grid Corporation of India LtdPOWERGRID (INE752E01010)Power1.42%DCF
GAIL (India) LtdGAIL (INE129A01019)Gas1.40%
Grasim Industries LtdGRASIM (INE047A01021)Cement & Cement Products1.39%
Emami LtdEMAMILTD (INE548C01032)Personal Products1.39%
NTPC LtdNTPC (INE733E01010)Power1.38%
ICICI Lombard General Insurance Co LtdICICIGI (INE765G01017)Insurance1.25%
V-Mart Retail LtdVMART (INE665J01013)Retailing1.20%
Bharat Petroleum Corporation LtdBPCL (INE029A01011)Petroleum Products1.19%
Finolex Industries LtdFINPIPE (INE183A01024)Industrial Products1.05%
SBI Cards and Payment Services LtdSBICARD (INE018E01016)Finance0.99%
Zensar Technologies LtdZENSARTECH (INE520A01027)IT - Software0.95%
KEC International LtdKEC (INE389H01022)Construction0.93%
Indiamart Intermesh LtdINDIAMART (INE933S01016)Retailing0.92%
NCC LtdNCC (INE868B01028)Construction0.88%
Restaurant Brands Asia LtdRBA (INE07T201019)Leisure Services0.78%
TVS Holdings LtdTVSHLTD (INE105A01035)Finance0.73%
Jsw Dulux LtdJSWDULUX (INE133A01011)Consumer Durables0.73%
JustDial LtdJUSTDIAL (INE599M01018)Retailing0.71%
Elecon Engineering Co LtdELECON (INE205B01031)Electrical Equipment0.68%
JK Lakshmi Cement LtdJKLAKSHMI (INE786A01032)Cement & Cement Products0.62%
Teamlease Services LtdTEAMLEASE (INE985S01024)Commercial Services & Supplies0.59%
Coforge LtdCOFORGE (INE591G01025)IT - Software0.51%
Gateway Distriparks LtdGATEWAY (INE079J01017)Transport Services0.41%
Go Fashion India LtdGOCOLORS (INE0BJS01011)Retailing0.24%
Brookfield India Real Estate Trust (INE0FDU25010)Realty2.55%
Portfolio data is as on date 31 July, 2026

NAV history

Templeton India Value Fund - Growth Plan - 30 days NAV (Net asset value) history

DateNAV% change
1 September, 2026687.0104 -0.31%
31 August, 2026689.1660 0.09%
28 August, 2026688.5348 0.2%
27 August, 2026687.1941 -0.46%
26 August, 2026690.3941 -0.38%
25 August, 2026693.0452 -0.15%
24 August, 2026694.0744 -0.12%
21 August, 2026694.9363 0.03%
20 August, 2026694.7605 0.78%
19 August, 2026689.3688 -0.52%
18 August, 2026692.9619 -0.28%
17 August, 2026694.8765 -0.18%
14 August, 2026696.1515 -0.48%
13 August, 2026699.5280 -0.08%
12 August, 2026700.0772 -0.27%
11 August, 2026701.9791 -0.21%
10 August, 2026703.4558 -0.06%
7 August, 2026703.8887 -0.07%
6 August, 2026704.3786 0.2%
5 August, 2026702.9822 -0.11%
4 August, 2026703.7562 -0.48%
3 August, 2026707.1346 1.43%
31 July, 2026697.1805 0%
30 July, 2026697.1505 0.27%
29 July, 2026695.2672 1.07%
28 July, 2026687.8939 -0.04%
27 July, 2026688.1888 0.81%
24 July, 2026682.6307 -0.11%
23 July, 2026683.3970 -0.79%
22 July, 2026688.8347

FAQ (Frequently asked questions)

  • What is latest/current NAV/price of Templeton India Value Fund - Growth Plan?
    The latest NAV of Templeton India Value Fund - Growth Plan is 687.0104 as on 1 September, 2026.
  • What are YTD (year to date) returns of Templeton India Value Fund - Growth Plan?
    The YTD (year to date) returns of Templeton India Value Fund - Growth Plan are -7.58% as on 1 September, 2026.
  • What are 1 year returns of Templeton India Value Fund - Growth Plan?
    The 1 year returns of Templeton India Value Fund - Growth Plan are -2.18% as on 1 September, 2026.
  • What are 3 year CAGR returns of Templeton India Value Fund - Growth Plan?
    The 3 year annualized returns (CAGR) of Templeton India Value Fund - Growth Plan are 9.43% as on 1 September, 2026.
  • What are 5 year CAGR returns of Templeton India Value Fund - Growth Plan?
    The 5 year annualized returns (CAGR) of Templeton India Value Fund - Growth Plan are 12.92% as on 1 September, 2026.
  • What are 10 year CAGR returns of Templeton India Value Fund - Growth Plan?
    The 10 year annualized returns (CAGR) of Templeton India Value Fund - Growth Plan are 12.92% as on 1 September, 2026.
  • What is LTCG (Long term capital gain) and STCG (Short term capital gain) tax for Templeton India Value Fund - Growth Plan?
    Templeton India Value Fund - Growth Plan is equity oriented mutual fund. Various capital gain taxes are applicable as below (Effective for redemption after July 23, 2024 and from FY 2024-25)
    Holding periodTax rate
    Less than 1 year (STCG)20%
    More than 1 year (LTCG)Tax free upto Rs. 1.25 lakhs. 12.5% on rest amount.