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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) | ₹2417 Cr | ₹1490 Cr | ₹1490 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 | -0.06% | 2.15% | 2.15% |
| 6 Month | 2.11% | 4.37% | 4.37% |
| 1 Year | -1.66% | -2.18% | -2.18% |
| 3 Year | 16.5% | 17.78% | 17.78% |
| 5 Year | 21.05% | 20.32% | 20.32% |
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 | 2.4% | 3.92% | 3.92% |
| 1 Year | 7.63% | 13.07% | 13.07% |
| 3 Year | 12.31% | 13.91% | 13.91% |
| 5 Year | 15.31% | 16.94% | 16.94% |
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 | 14.37% | 14.91% | 14.91% |
| 3 Year | 14.19% | 17.06% | 17.06% |
| 5 Year | 14.44% | 13.72% | 13.72% |
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 | 0.86% | 0.88% | 0.88% |
| Beta | 0.79% | 0.99% | 0.99% |
| Alpha | 2.57% | 2.49% | 2.49% |
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 | 23.55 | 7 | 10.64 |
| Small Cap | 15.63 | 17.39 | 20.48 |
| Large Cap | 52.19 | 62.08 | 62.65 |
| Mid Cap | 8.63 | 13.49 | 6.23 |
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 | 13.66 | 7 | 2.69 |
| Gas | 6.92 | 2.51 | - |
| IT - Software | 9.88 | 15.68 | - |
| Finance | 3.16 | 7.91 | - |
| Diversified FMCG | 5.61 | 10.19 | - |
| Banks | 6.34 | 10.19 | - |
| Realty | 9.89 | - | - |
| Cement & Cement Products | 1.24 | - | - |
| Transport Services | 0.6 | - | - |
| Ferrous Metals | 1.06 | 0.61 | - |
| Fertilizers & Agrochemicals | 1.15 | 1.68 | - |
| Petroleum Products | 5.57 | 3.29 | - |
| Telecom - Services | 1.5 | 1.09 | - |
| Consumer Durables | 3.64 | 0.48 | - |
| Personal Products | 2.12 | 0.91 | - |
| Industrial Products | 0.39 | - | - |
| Agricultural, Commercial & Construction Vehicles | 1.17 | - | - |
| Oil | 3.7 | 1.06 | - |
| Aerospace & Defense | 3 | 4.16 | - |
| Power | 11.92 | 6.83 | - |
| Consumable Fuels | 2.76 | 2.05 | - |
| Automobiles | 2.68 | 4.06 | - |
| Retailing | 1.52 | - | - |
| Capital Markets | 0.52 | 6.01 | - |
| Pharmaceuticals & Biotechnology | - | 2.2 | - |
| Agricultural Food & other Products | - | 0.65 | - |
| Diversified Metals | - | 2.12 | - |
| Food Products | - | 2.42 | - |
| Textiles & Apparels | - | 1.92 | - |
| Minerals & Mining | - | 2.24 | - |
| Healthcare Services | - | 0.81 | - |
| Commercial Services & Supplies | - | 1.89 | - |
| Consumer Defensive | - | - | 15.73 |
| Consumer Cyclical | - | - | 8.74 |
| Utilities | - | - | 9.35 |
| Technology | - | - | 16.95 |
| Financial Services | - | - | 22.86 |
| Energy | - | - | 6.4 |
| Healthcare | - | - | 3.01 |
| Industrials | - | - | 6.53 |
| Basic Materials | - | - | 6.65 |
| Communication Services | - | - | 1.09 |
| Real Estate | - | - | 0 |
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