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Templeton India Equity Income Fund vs Aditya Birla Sun Life Dividend Yield Fund compare
Franklin India Dividend Yield Fund - Growth Plan
Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan
Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan
Chart Comparison
Overview
| Scheme Name | Franklin India Dividend Yield Fund - Growth Plan | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan |
|---|---|---|---|
| Fund | Franklin India Dividend Yield Fund - Growth Plan | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan |
| Investment Plan | Growth | Dividend | Dividend |
| Level of Risk | Moderately High | Very High | Very High |
| Asset Size (Cr) | ₹2349 Cr | ₹1460 Cr | ₹1460 Cr |
| Min Investment | ₹5000 | ₹1000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 | ₹1000 |
| Launch Date | 18 May 2006 | 26 Feb 2003 | 26 Feb 2003 |
| Category | Dividend Yield | Dividend Yield | Dividend Yield |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 26.34% | 24% | 24% |
| Expense Ratio | 2.09 | 2.21 | 2.21 |
| Manager | Sandeep Manam | Dhaval Gala | Dhaval Gala |
| ISIN Code | INF090I01957 | INF209K01405 | INF209K01405 |
| 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 | Aditya Birla Sun Life Dividend Yield Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | Aditya Birla Sun Life Dividend Yield Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Franklin India Dividend Yield Fund - Growth Plan | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan |
|---|---|---|---|
| 1 Month | -1.93% | -1.9% | -1.9% |
| 6 Month | 3.97% | 5.51% | 5.51% |
| 1 Year | -7.76% | -7.92% | -7.92% |
| 3 Year | 16.69% | 19.94% | 19.94% |
| 5 Year | 24.31% | 21.85% | 21.85% |
SIP Return Analysis
| Scheme Name | Franklin India Dividend Yield Fund - Growth Plan | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan |
|---|---|---|---|
| 6 Month | -0.45% | 1.04% | 1.04% |
| 1 Year | -4.33% | -4.24% | -4.24% |
| 3 Year | 13.22% | 13.96% | 13.96% |
| 5 Year | 16.78% | 17.33% | 17.33% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Dividend Yield Fund - Growth Plan | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan |
|---|---|---|---|
| 1 Year | 14.82% | 15.54% | 15.54% |
| 3 Year | 13.95% | 16.81% | 16.81% |
| 5 Year | 14.19% | 13.55% | 13.55% |
Risk Management
| Scheme Name | Franklin India Dividend Yield Fund - Growth Plan | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan |
|---|---|---|---|
| Standard Deviation | 11.15% | 13.72% | 13.72% |
| Sharp | 0.9% | 1.01% | 1.01% |
| Beta | 0.82% | 0.99% | 0.99% |
| Alpha | 2.08% | 3.25% | 3.25% |
Fund Managers
| Scheme Name | Franklin India Dividend Yield Fund - Growth Plan | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan |
|---|---|---|---|
| Name | Sandeep Manam | Dhaval Gala | Dhaval Gala |
| Total AUM | ₹74256 Cr | ₹23597 Cr | ₹23597 Cr |
| Funds Managed | 20 | 7 | 7 |
| Franklin India Dividend Yield Fund - Growth Plan | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan |
Market Cap
| Scheme Name |
Franklin India Dividend Yield Fund - Growth Plan |
Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan |
Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan |
|---|---|---|---|
| Others | 20.97 | 9.93 | 9.93 |
| Small Cap | 14.23 | 22.87 | 22.87 |
| Large Cap | 54.61 | 60.51 | 60.51 |
| Mid Cap | 10.18 | 6.7 | 6.7 |
Sector Allocation
| Scheme Name |
Franklin India Dividend Yield Fund - Growth Plan |
Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan |
Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan |
|---|---|---|---|
| Others | 6.66 | 2.72 | 2.72 |
| Utilities | 23.86 | 9.45 | 9.45 |
| Technology | 14.74 | 16.9 | 16.9 |
| Financial Services | 7.92 | 21.59 | 21.59 |
| Consumer Defensive | 9.54 | 16.39 | 16.39 |
| Real Estate | 7.89 | 0.98 | 0.98 |
| Basic Materials | 4.32 | 6.38 | 6.38 |
| Industrials | 5.59 | 7.22 | 7.22 |
| Energy | 12.7 | 7.33 | 7.33 |
| Communication Services | 2.16 | 0.74 | 0.74 |
| Consumer Cyclical | 4.62 | 8.06 | 8.06 |
| Healthcare | - | 2.24 | 2.24 |
Top Comparisons
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3Y Returns9.02%
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ICICI Prudential Retirement Fund - Pure Equity - Growth Option
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Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth
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UTI Banking and Financial Services Fund - Regular Plan - Growth Option
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Kotak Large Cap Fund - Growth
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Aditya Birla Sun Life Large Cap Fund-Growth
3Y Returns15.26%
