- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹2417 Cr | ₹1505 Cr | ₹1505 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 | -0.2% | 0.47% | 0.47% |
| 6 Month | 1.28% | 1.9% | 1.9% |
| 1 Year | -2.05% | -3.98% | -3.98% |
| 3 Year | 16.78% | 17.83% | 17.83% |
| 5 Year | 20.71% | 19.78% | 19.78% |
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 | 1.25% | 2.38% | 2.38% |
| 1 Year | 6.72% | 11.35% | 11.35% |
| 3 Year | 11.9% | 13.23% | 13.23% |
| 5 Year | 14.99% | 16.49% | 16.49% |
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 | 14.37% | 14.91% | 14.91% |
| 3 Year | 14.19% | 17.06% | 17.06% |
| 5 Year | 14.44% | 13.72% | 13.72% |
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 | 0.86% | 0.88% | 0.88% |
| Beta | 0.79% | 0.99% | 0.99% |
| Alpha | 2.57% | 2.49% | 2.49% |
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 | 24.17 | 10.64 | 10.64 |
| Small Cap | 15.64 | 20.48 | 20.48 |
| Large Cap | 51.56 | 62.65 | 62.65 |
| Mid Cap | 8.63 | 6.23 | 6.23 |
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 | 6.9 | 2.69 | 2.69 |
| Utilities | 18.84 | 9.35 | 9.35 |
| Technology | 13.21 | 16.95 | 16.95 |
| Financial Services | 10.01 | 22.86 | 22.86 |
| Consumer Defensive | 9.65 | 15.73 | 15.73 |
| Real Estate | 9.89 | 0 | 0 |
| Basic Materials | 4.99 | 6.65 | 6.65 |
| Industrials | 5.82 | 6.53 | 6.53 |
| Energy | 12.03 | 6.4 | 6.4 |
| Communication Services | 2.23 | 1.09 | 1.09 |
| Consumer Cyclical | 6.44 | 8.74 | 8.74 |
| Healthcare | - | 3.01 | 3.01 |
Top Comparisons
Mahindra Manulife Dynamic Bond Fund - Regular Plan - Growth
3Y Returns6.7%
360 ONE Dynamic Bond Fund Regular-Growth
3Y Returns8.23%
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
3Y Returns18.59%
HSBC Business Cycles Fund - Regular Growth
3Y Returns18.77%
ICICI Prudential Balanced Advantage Fund - Growth
3Y Returns13.43%
Kotak Balanced Advantage Fund -Regular Plan - Growth Option
3Y Returns11.56%
ICICI Prudential Equity Arbitrage Fund - Growth
3Y Returns7.14%
UTI Arbitrage Fund - Regular Plan - Growth Option
3Y Returns7.23%
