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Aditya Birla Sun Life Dividend Yield Fund vs Templeton India Equity Income Fund compare

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tortoise-icon Franklin India Dividend Yield Fund - Growth Plan

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tortoise-icon Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan

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tortoise-icon Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹2317 Cr ₹1432 Cr ₹1432 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 -0.21% 0.38% 0.38%
6 Month 4.28% 7.99% 7.99%
1 Year -5.64% -7.27% -7.27%
3 Year 19.04% 20.44% 20.44%
5 Year 24.16% 22.42% 22.42%

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 0.56% 0.87% 0.87%
1 Year 3.72% 5.11% 5.11%
3 Year 13.08% 13.77% 13.77%
5 Year 16.21% 17.13% 17.13%

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 24.47 10 10
Small Cap 15.58 20.85 20.85
Large Cap 51.3 62.55 62.55
Mid Cap 8.66 6.6 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 7.31 2.77 2.77
Utilities 18.98 9.49 9.49
Technology 12.95 16.29 16.29
Financial Services 9.25 22.22 22.22
Consumer Defensive 9.83 16.18 16.18
Real Estate 10.57 1.07 1.07
Basic Materials 5.09 6.91 6.91
Industrials 5.8 6.59 6.59
Energy 11.86 6.44 6.44
Communication Services 2.16 1.06 1.06
Consumer Cyclical 6.2 8.83 8.83
Healthcare - 2.15 2.15

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