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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) | ₹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 | 12.16% | 14.07% | 14.07% |
| Sharp | 0.79% | 0.82% | 0.82% |
| Beta | 0.79% | 0.99% | 0.99% |
| Alpha | 2.75% | 2.97% | 2.97% |
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 |
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