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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) | ₹2352 Cr | ₹9094 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 | 1.03% | 1.96% |
| 6 Month | 1.78% | 6.97% |
| 1 Year | 0.14% | 4.24% |
| 3 Year | 17.44% | - |
| 5 Year | 22.96% | - |
SIP Return Analysis
| Scheme Name | Franklin India Dividend Yield Fund - Growth Plan | SBI Dividend Yield Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.14% | 1.81% |
| 1 Year | 4.63% | 8.95% |
| 3 Year | 12.35% | - |
| 5 Year | 15.44% | - |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Dividend Yield Fund - Growth Plan | SBI Dividend Yield Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 14.45% | 18.63% |
| 3 Year | 14.16% | - |
| 5 Year | 14.4% | - |
Risk Management
| Scheme Name | Franklin India Dividend Yield Fund - Growth Plan | SBI Dividend Yield Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 11.15% | - |
| Sharp | 0.98% | - |
| Beta | 0.79% | - |
| Alpha | 3.57% | - |
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 | 24.47 | 8.64 |
| Small Cap | 15.58 | 7.07 |
| Large Cap | 51.3 | 70.76 |
| Mid Cap | 8.66 | 13.53 |
Sector Allocation
| Scheme Name |
Franklin India Dividend Yield Fund - Growth Plan |
SBI Dividend Yield Fund - Regular Plan - Growth |
|---|---|---|
| Others | 7.31 | 2.87 |
| Utilities | 18.98 | 6.66 |
| Technology | 12.95 | 13.53 |
| Financial Services | 9.25 | 21.12 |
| Consumer Defensive | 9.83 | 10.04 |
| Real Estate | 10.57 | 5.78 |
| Basic Materials | 5.09 | 6.53 |
| Industrials | 5.8 | 9.59 |
| Energy | 11.86 | 4.21 |
| Communication Services | 2.16 | - |
| Consumer Cyclical | 6.2 | 13.78 |
| Healthcare | - | 5.9 |
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