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SBI Dividend Yield Fund vs Templeton India Equity Income Fund compare
Franklin India Dividend Yield Fund - Growth Plan
SBI Dividend Yield Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Franklin India Dividend Yield Fund - Growth Plan | SBI Dividend Yield Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Franklin India Dividend Yield Fund - Growth Plan | SBI Dividend Yield Fund - Regular Plan - Growth |
| Investment Plan | Growth | Dividend |
| Level of Risk | Moderately High | Very High |
| Asset Size (Cr) | ₹2417 Cr | ₹9181 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 | Franklin India Dividend Yield Fund - Growth Plan | SBI Dividend Yield Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -0.2% | 0.3% |
| 6 Month | 1.28% | 4.19% |
| 1 Year | -2.05% | -0.33% |
| 3 Year | 16.78% | - |
| 5 Year | 20.71% | - |
SIP Return Analysis
| Scheme Name | Franklin India Dividend Yield Fund - Growth Plan | SBI Dividend Yield Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.25% | 2.8% |
| 1 Year | 6.72% | 13.17% |
| 3 Year | 11.9% | - |
| 5 Year | 14.99% | - |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Dividend Yield Fund - Growth Plan | SBI Dividend Yield Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 14.37% | 18.63% |
| 3 Year | 14.19% | - |
| 5 Year | 14.44% | - |
Risk Management
| Scheme Name | Franklin India Dividend Yield Fund - Growth Plan | SBI Dividend Yield Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 11.15% | - |
| Sharp | 0.86% | - |
| Beta | 0.79% | - |
| Alpha | 2.57% | - |
Fund Managers
| Scheme Name | Franklin India Dividend Yield 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 |
| Franklin India Dividend Yield Fund - Growth Plan | SBI Dividend Yield Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Franklin India Dividend Yield Fund - Growth Plan |
SBI Dividend Yield Fund - Regular Plan - Growth |
|---|---|---|
| Others | 24.17 | 8.47 |
| Small Cap | 15.64 | 5.93 |
| Large Cap | 51.56 | 71.03 |
| Mid Cap | 8.63 | 14.58 |
Sector Allocation
| Scheme Name |
Franklin India Dividend Yield Fund - Growth Plan |
SBI Dividend Yield Fund - Regular Plan - Growth |
|---|---|---|
| Others | 6.9 | 2.79 |
| Utilities | 18.84 | 6.73 |
| Technology | 13.21 | 13.72 |
| Financial Services | 10.01 | 21.39 |
| Consumer Defensive | 9.65 | 10.18 |
| Real Estate | 9.89 | 5.68 |
| Basic Materials | 4.99 | 6.68 |
| Industrials | 5.82 | 8.86 |
| Energy | 12.03 | 4.36 |
| Communication Services | 2.23 | - |
| Consumer Cyclical | 6.44 | 13.58 |
| Healthcare | - | 6.02 |
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