- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
Aditya Birla Sun Life Dividend Yield Fund vs Templeton India Equity Income Fund compare
Franklin India Dividend Yield Fund - Growth Plan
Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan
Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan
Chart Comparison
Overview
| Scheme Name | Franklin India Dividend Yield Fund - Growth Plan | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan |
|---|---|---|---|
| Fund | Franklin India Dividend Yield Fund - Growth Plan | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan |
| Investment Plan | Growth | Dividend | Dividend |
| Level of Risk | Moderately High | Very High | Very High |
| Asset Size (Cr) | ₹2352 Cr | ₹1445 Cr | ₹1445 Cr |
| Min Investment | ₹5000 | ₹1000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 | ₹1000 |
| Launch Date | 18 May 2006 | 26 Feb 2003 | 26 Feb 2003 |
| Category | Dividend Yield | Dividend Yield | Dividend Yield |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 26.34% | 24% | 24% |
| Expense Ratio | 2.09 | 2.21 | 2.21 |
| Manager | Sandeep Manam | Dhaval Gala | Dhaval Gala |
| ISIN Code | INF090I01957 | INF209K01405 | INF209K01405 |
| Exits Load | Templeton India Equity Income Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Aditya Birla Sun Life Dividend Yield Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | Aditya Birla Sun Life Dividend Yield Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Franklin India Dividend Yield Fund - Growth Plan | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan |
|---|---|---|---|
| 1 Month | 1.5% | 0.44% | 0.44% |
| 6 Month | 3.49% | 6.7% | 6.7% |
| 1 Year | -0.91% | -5.68% | -5.68% |
| 3 Year | 18.03% | 18.96% | 18.96% |
| 5 Year | 24.21% | 21.6% | 21.6% |
SIP Return Analysis
| Scheme Name | Franklin India Dividend Yield Fund - Growth Plan | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan |
|---|---|---|---|
| 6 Month | 2.8% | 0.07% | 0.07% |
| 1 Year | 7.15% | 3.25% | 3.25% |
| 3 Year | 13.45% | 12.13% | 12.13% |
| 5 Year | 16.23% | 16.03% | 16.03% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Dividend Yield Fund - Growth Plan | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan |
|---|---|---|---|
| 1 Year | 14.61% | 15.34% | 15.34% |
| 3 Year | 14.05% | 16.91% | 16.91% |
| 5 Year | 14.29% | 13.61% | 13.61% |
Risk Management
| Scheme Name | Franklin India Dividend Yield Fund - Growth Plan | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan |
|---|---|---|---|
| Standard Deviation | 11.15% | 13.72% | 13.72% |
| Sharp | 1.01% | 0.97% | 0.97% |
| Beta | 0.8% | 1% | 1% |
| Alpha | 3.93% | 3.39% | 3.39% |
Fund Managers
| Scheme Name | Franklin India Dividend Yield Fund - Growth Plan | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan |
|---|---|---|---|
| Name | Sandeep Manam | Dhaval Gala | Dhaval Gala |
| Total AUM | ₹74256 Cr | ₹23597 Cr | ₹23597 Cr |
| Funds Managed | 20 | 7 | 7 |
| Franklin India Dividend Yield Fund - Growth Plan | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan |
Market Cap
| Scheme Name |
Franklin India Dividend Yield Fund - Growth Plan |
Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan |
Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan |
|---|---|---|---|
| Others | 24.46 | 4.37 | 10 |
| Small Cap | 15.6 | 18.27 | 20.85 |
| Large Cap | 51.3 | 63.55 | 62.55 |
| Mid Cap | 8.66 | 13.4 | 6.6 |
Sector Allocation
| Scheme Name |
Franklin India Dividend Yield Fund - Growth Plan |
Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan |
Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan |
|---|---|---|---|
| Others | 13.89 | 6.72 | 2.77 |
| Gas | 6.97 | 2.55 | - |
| IT - Software | 10.34 | 15.43 | - |
| Finance | 2.58 | 7.65 | - |
| Diversified FMCG | 5.64 | 10.34 | - |
| Banks | 6.22 | 9.8 | - |
| Realty | 10.57 | 1.07 | - |
| Cement & Cement Products | 1.21 | - | - |
| Transport Services | 0.59 | - | - |
| Ferrous Metals | 1 | 0.58 | - |
| Fertilizers & Agrochemicals | 1.26 | 1.94 | - |
| Petroleum Products | 5.46 | 3.29 | - |
| Telecom - Services | 1.46 | 1.06 | - |
| Consumer Durables | 3.15 | 0.48 | - |
| Personal Products | 2.24 | 0.95 | - |
| Industrial Products | 0.43 | - | - |
| Agricultural, Commercial & Construction Vehicles | 1.21 | - | - |
| Oil | 3.56 | 1.02 | - |
| Aerospace & Defense | 2.92 | 4.15 | - |
| Power | 12.01 | 6.95 | - |
| Consumable Fuels | 2.84 | 2.12 | - |
| Automobiles | 2.72 | 4.11 | - |
| Retailing | 1.3 | - | - |
| Capital Markets | 0.45 | 5.63 | - |
| Pharmaceuticals & Biotechnology | - | 2.15 | - |
| Agricultural Food & other Products | - | 0.67 | - |
| Diversified Metals | - | 2.06 | - |
| Food Products | - | 2.57 | - |
| Textiles & Apparels | - | 2.01 | - |
| Minerals & Mining | - | 2.33 | - |
| Commercial Services & Supplies | - | 1.96 | - |
| Consumer Defensive | - | - | 16.18 |
| Consumer Cyclical | - | - | 8.83 |
| Utilities | - | - | 9.49 |
| Technology | - | - | 16.29 |
| Financial Services | - | - | 22.22 |
| Energy | - | - | 6.44 |
| Healthcare | - | - | 2.15 |
| Industrials | - | - | 6.59 |
| Basic Materials | - | - | 6.91 |
| Communication Services | - | - | 1.06 |
| Real Estate | - | - | 1.07 |
Top Comparisons
Aditya Birla Sun Life Debt Plus Arbitrage FOF Scheme - Growth
3Y Returns7.48%
ICICI Prudential Debt Management Fund (FOF) - Growth
3Y Returns7.8%
LIC MF Infrastructure Fund-Growth
3Y Returns28.5%
LIC MF Infrastructure Fund-Regular Plan-Growth
3Y Returns28.5%
DSP Ultra Short Fund - Regular Plan - Growth
3Y Returns6.83%
LIC MF Ultra Short Term Fund Regular - Growth
3Y Returns6.45%
DSP Savings Fund - Regular Plan - Growth
3Y Returns7.25%
UTI MMF-Discontinued - Regular Plan -Growth
3Y Returns7.25%
