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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) | ₹2349 Cr | ₹9070 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 | -1.45% | -0.72% |
| 6 Month | 3.8% | 10.21% |
| 1 Year | -9.57% | -7.26% |
| 3 Year | 16.51% | - |
| 5 Year | 23.56% | - |
SIP Return Analysis
| Scheme Name | Franklin India Dividend Yield Fund - Growth Plan | SBI Dividend Yield Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -1.87% | 0.63% |
| 1 Year | -5.33% | 0.28% |
| 3 Year | 12.41% | - |
| 5 Year | 16.33% | - |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Dividend Yield Fund - Growth Plan | SBI Dividend Yield Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 14.82% | 27.4% |
| 3 Year | 13.95% | - |
| 5 Year | 14.19% | - |
Risk Management
| Scheme Name | Franklin India Dividend Yield Fund - Growth Plan | SBI Dividend Yield Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 11.15% | - |
| Sharp | 0.9% | - |
| Beta | 0.82% | - |
| Alpha | 2.08% | - |
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 | 20.97 | 8.87 |
| Small Cap | 14.23 | 7.1 |
| Large Cap | 54.61 | 69.43 |
| Mid Cap | 10.18 | 14.6 |
Sector Allocation
| Scheme Name |
Franklin India Dividend Yield Fund - Growth Plan |
SBI Dividend Yield Fund - Regular Plan - Growth |
|---|---|---|
| Others | 6.66 | 2.46 |
| Utilities | 23.86 | 6.84 |
| Technology | 14.74 | 14.19 |
| Financial Services | 7.92 | 22.53 |
| Consumer Defensive | 9.54 | 9.11 |
| Real Estate | 7.89 | 6.41 |
| Basic Materials | 4.32 | 4.66 |
| Industrials | 5.59 | 10.96 |
| Energy | 12.7 | 4.25 |
| Communication Services | 2.16 | - |
| Consumer Cyclical | 4.62 | 11.95 |
| Healthcare | - | 6.63 |
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