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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 | Dividend | Dividend |
| Level of Risk | Moderately High | Very High | Very High |
| Asset Size (Cr) | ₹2373 Cr | ₹1471 Cr | ₹1471 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 | 1.46% | 3.21% | 3.21% |
| 6 Month | 1.09% | 0.03% | 0.03% |
| 1 Year | 2.24% | 1.83% | 1.83% |
| 3 Year | 20.54% | 25.85% | 25.85% |
| 5 Year | 27.3% | 25.13% | 25.13% |
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 | 5.15% | 8.17% | 8.17% |
| 1 Year | 1.18% | 3.22% | 3.22% |
| 3 Year | 17.93% | 19.65% | 19.65% |
| 5 Year | 20.15% | 20.72% | 20.72% |
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 | 15.02% | 15.74% | 15.74% |
| 3 Year | 13.84% | 16.7% | 16.7% |
| 5 Year | 14.1% | 13.45% | 13.45% |
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 | 0.87% | 1.03% | 1.03% |
| Beta | 0.79% | 0.97% | 0.97% |
| Alpha | 1.82% | 3.69% | 3.69% |
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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 | 25.3 | 11.6 | 12.18 |
| Large Cap | 52.61 | 64.3 | 58.02 |
| Small Cap | 11.35 | 19 | 20.31 |
| Mid Cap | 10.72 | 6.98 | 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 | 17.26 | 11.6 | 4.91 |
| IT - Software | 14.1 | 16.26 | - |
| Diversified FMCG | 5.73 | 10.55 | - |
| Banks | 4.69 | 8.45 | - |
| Realty | 8.04 | 1.08 | - |
| Cement & Cement Products | 1.21 | - | - |
| Transport Services | 0.58 | - | - |
| Fertilizers & Agrochemicals | 1.72 | 1.68 | - |
| Petroleum Products | 5 | 3.14 | - |
| Telecom - Services | 2.03 | 0.86 | - |
| Gas | 7.29 | 2.06 | - |
| Consumer Durables | 1.7 | 0.44 | - |
| Industrial Products | 0.37 | 0.86 | - |
| Oil | 3.66 | 2 | - |
| Personal Products | 2.05 | 1.13 | - |
| Aerospace & Defense | 2.28 | 3.51 | - |
| Leisure Services | 0.17 | - | - |
| Capital Markets | 0.24 | 5.16 | - |
| Power | 17.52 | 7.87 | - |
| Consumable Fuels | 2.82 | 2.95 | - |
| Automobiles | 1.52 | 4.29 | - |
| Pharmaceuticals & Biotechnology | - | 2.3 | - |
| Finance | - | 4.87 | - |
| Agricultural Food & other Products | - | 0.83 | - |
| Diversified Metals | - | 1.89 | - |
| Food Products | - | 2.38 | - |
| Textiles & Apparels | - | 1.35 | - |
| Minerals & Mining | - | 2.01 | - |
| Commercial Services & Supplies | - | 2.36 | - |
| 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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