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Templeton India Equity Income Fund vs Aditya Birla Sun Life Dividend Yield Fund compare
Templeton India Equity Income 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 | Templeton India Equity Income Fund-Growth Plan | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan |
|---|---|---|---|
| Fund | Templeton India Equity Income 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 | Growth | Growth |
| Level of Risk | Moderately High | Very High | Very High |
| Asset Size (Cr) | ₹2341 Cr | ₹1461 Cr | ₹1461 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 | Templeton India Equity Income 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 | 5.4% | 5.88% | 5.88% |
| 6 Month | 0.15% | -3.04% | -3.04% |
| 1 Year | 6.72% | 5.46% | 5.46% |
| 3 Year | 19.71% | 23.93% | 23.93% |
| 5 Year | 30.5% | 27.37% | 27.37% |
SIP Return Analysis
| Scheme Name | Templeton India Equity Income 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 | -0.47% | -3.7% | -3.7% |
| 1 Year | -7.39% | -14.93% | -14.93% |
| 3 Year | 16.13% | 14.64% | 14.64% |
| 5 Year | 19.66% | 17.93% | 17.93% |
Rolling Lumpsum Returns
| Scheme Name | Templeton India Equity Income 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 | 15.26% | 16.21% | 16.21% |
| 3 Year | 13.77% | 16.62% | 16.62% |
| 5 Year | 13.97% | 13.35% | 13.35% |
Risk Management
| Scheme Name | Templeton India Equity Income 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 | 0.83% | 0.83% | 0.83% |
| Beta | 0.77% | 0.97% | 0.97% |
| Alpha | 3.6% | 3.55% | 3.55% |
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Fund Managers
| Scheme Name | Templeton India Equity Income 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 |
| Templeton India Equity Income 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 |
Templeton India Equity Income Fund-Growth Plan |
Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan |
Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan |
|---|---|---|---|
| Others | 27.31 | 11.04 | 12.18 |
| Large Cap | 51.19 | 63.63 | 58.02 |
| Small Cap | 10.91 | 19.23 | 20.31 |
| Mid Cap | 10.58 | 7.23 | 9.48 |
Sector Allocation
| Scheme Name |
Templeton India Equity Income 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 | 11.04 | 4.91 |
| IT - Software | 14.54 | 16.52 | - |
| Diversified FMCG | 5.15 | 10.25 | - |
| Banks | 4.59 | 8.01 | - |
| Realty | 7.31 | 1.18 | - |
| Cement & Cement Products | 1.18 | - | - |
| Transport Services | 0.59 | - | - |
| Fertilizers & Agrochemicals | 1.58 | 1.68 | - |
| Petroleum Products | 4.98 | 2.97 | - |
| Telecom - Services | 1.23 | 0.71 | - |
| Gas | 6.47 | 2 | - |
| Consumer Durables | 1.81 | 0.56 | - |
| Industrial Products | 0.39 | 1.05 | - |
| Oil | 3.77 | 2.03 | - |
| Personal Products | 1.95 | 1.05 | - |
| Aerospace & Defense | 2.24 | 3.37 | - |
| Leisure Services | 0.18 | - | - |
| Capital Markets | 0.74 | 4.89 | - |
| Power | 16.84 | 7.83 | - |
| Consumable Fuels | 2.99 | 3.08 | - |
| Automobiles | 1.46 | 4.24 | - |
| Pharmaceuticals & Biotechnology | - | 2.33 | - |
| Finance | - | 5.14 | - |
| Agricultural Food & other Products | - | 0.83 | - |
| Diversified Metals | - | 2.11 | - |
| Food Products | - | 2.18 | - |
| Textiles & Apparels | - | 1.43 | - |
| Minerals & Mining | - | 2.16 | - |
| Commercial Services & Supplies | - | 2.49 | - |
| Consumer Defensive | - | - | 13.22 |
| Consumer Cyclical | - | - | 9.47 |
| Technology | - | - | 20.67 |
| Utilities | - | - | 10.05 |
| Financial Services | - | - | 16.61 |
| Energy | - | - | 7.63 |
| Healthcare | - | - | 2.31 |
| Industrials | - | - | 7.25 |
| Communication Services | - | - | 0.71 |
| Basic Materials | - | - | 5.79 |
| Real Estate | - | - | 1.38 |
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