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SBI Dividend Yield Fund vs Templeton India Equity Income Fund compare

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tortoise-icon Templeton India Equity Income Fund-Growth Plan

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tortoise-icon SBI Dividend Yield Fund - Regular Plan - Growth

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Chart Comparison

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

Overview

Scheme Name Templeton India Equity Income Fund-Growth Plan SBI Dividend Yield Fund - Regular Plan - Growth
Fund Templeton India Equity Income Fund-Growth Plan SBI Dividend Yield Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Moderately High Very High
Asset Size (Cr) ₹2341 Cr ₹9206 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 18 May 2006 14 Mar 2023
Category Dividend Yield Dividend Yield
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 26.34% 3.53%
Expense Ratio 2.09 1.78
Manager Sandeep Manam Rohit Shimpi
ISIN Code INF090I01957 INF200KA11W9
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 SBI Dividend Yield Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Templeton India Equity Income Fund-Growth Plan SBI Dividend Yield Fund - Regular Plan - Growth
1 Month 5.46% 6.12%
6 Month -1.61% -2.55%
1 Year 7.81% 4.82%
3 Year 19.82% -
5 Year 30.48% -

SIP Return Analysis

Scheme Name Templeton India Equity Income Fund-Growth Plan SBI Dividend Yield Fund - Regular Plan - Growth
6 Month -0.47% -1.27%
1 Year -7.39% -9.91%
3 Year 16.13% -
5 Year 19.66% -

Rolling Lumpsum Returns

Scheme Name Templeton India Equity Income Fund-Growth Plan SBI Dividend Yield Fund - Regular Plan - Growth
1 Year 15.26% 34.63%
3 Year 13.77% -
5 Year 13.97% -

Risk Management

Scheme Name Templeton India Equity Income Fund-Growth Plan SBI Dividend Yield Fund - Regular Plan - Growth
Standard Deviation 11.15% -
Sharp 0.83% -
Beta 0.77% -
Alpha 3.6% -

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Fund Managers

Scheme Name Templeton India Equity Income Fund-Growth Plan SBI Dividend Yield Fund - Regular Plan - Growth
Name Sandeep Manam Rohit Shimpi
Total AUM ₹74256 Cr ₹15441 Cr
Funds Managed 20 6
Templeton India Equity Income Fund-Growth Plan SBI Dividend Yield Fund - Regular Plan - Growth

Market Cap

Scheme Name

Templeton India Equity Income Fund-Growth Plan

SBI Dividend Yield Fund - Regular Plan - Growth

Others 27.31 9.12
Large Cap 51.19 66.32
Small Cap 10.91 7.05
Mid Cap 10.58 17.51

Sector Allocation

Scheme Name

Templeton India Equity Income Fund-Growth Plan

SBI Dividend Yield Fund - Regular Plan - Growth

Others 20 6.14
IT - Software 14.54 -
Diversified FMCG 5.15 -
Banks 4.59 -
Realty 7.31 -
Cement & Cement Products 1.18 -
Transport Services 0.59 -
Fertilizers & Agrochemicals 1.58 -
Petroleum Products 4.98 -
Telecom - Services 1.23 -
Gas 6.47 -
Consumer Durables 1.81 -
Industrial Products 0.39 -
Oil 3.77 -
Personal Products 1.95 -
Aerospace & Defense 2.24 -
Leisure Services 0.18 -
Capital Markets 0.74 -
Power 16.84 -
Consumable Fuels 2.99 -
Automobiles 1.46 -
Technology - 18.39
Industrials - 10.46
Financial Services - 17.9
Energy - 4.53
Consumer Defensive - 9.92
Consumer Cyclical - 12.14
Basic Materials - 4.36
Real Estate - 2.86
Healthcare - 5.47
Utilities - 7.83

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