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SBI Dividend Yield Fund vs Templeton India Equity Income Fund compare
Templeton India Equity Income Fund-Growth Plan
SBI Dividend Yield Fund - Regular Plan - Growth
Chart Comparison
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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