Templeton India Equity Income Fund vs HDFC Dividend Yield Fund compare

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Templeton India Equity Income Fund-Growth Plan

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HDFC Dividend Yield Fund - Growth Plan

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Templeton India Equity Income Fund-Growth Plan	HDFC Dividend Yield Fund - Growth Plan
Fund	Templeton India Equity Income Fund-Growth Plan	HDFC Dividend Yield Fund - Growth Plan
Investment Plan	Growth	Growth
Level of Risk	Moderately High	Very High
Asset Size (Cr)	₹2341 Cr	₹5983 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹100
Launch Date	18 May 2006	14 Dec 2020
Category	Dividend Yield	Dividend Yield
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	26.34%	12.69%
Expense Ratio	2.09	1.81
Manager	Sandeep Manam	Gopal Agrawal
ISIN Code	INF090I01957	INF179KC1AR9
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	HDFC Dividend Yield Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Templeton India Equity Income Fund-Growth Plan	HDFC Dividend Yield Fund - Growth Plan
1 Month	0.63%	2.25%
6 Month	-4.24%	-3.82%
1 Year	0.7%	1.76%
3 Year	19.18%	23.25%
5 Year	27.97%	-

Scheme Name	Templeton India Equity Income Fund-Growth Plan	HDFC Dividend Yield Fund - Growth Plan
6 Month	3.63%	7.1%
1 Year	-2.13%	2.26%
3 Year	16.67%	17.42%
5 Year	19.52%	-

Scheme Name	Templeton India Equity Income Fund-Growth Plan	HDFC Dividend Yield Fund - Growth Plan
1 Year	15.02%	22.91%
3 Year	13.84%	24.45%
5 Year	14.1%	-

Scheme Name	Templeton India Equity Income Fund-Growth Plan	HDFC Dividend Yield Fund - Growth Plan
Standard Deviation	11.15%	13.824%
Sharp	0.87%	0.824%
Beta	0.79%	0.97%
Alpha	1.82%	3.572%

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Scheme Name	Templeton India Equity Income Fund-Growth Plan	HDFC Dividend Yield Fund - Growth Plan
Name	Sandeep Manam	Gopal Agrawal
Total AUM	₹74256 Cr	₹110269 Cr
Funds Managed	20	5
	Templeton India Equity Income Fund-Growth Plan	HDFC Dividend Yield Fund - Growth Plan

Scheme Name	Templeton India Equity Income Fund-Growth Plan	HDFC Dividend Yield Fund - Growth Plan
Others	25.3	1.82
Large Cap	52.61	65.14
Small Cap	11.35	22.11
Mid Cap	10.72	10.93

Scheme Name	Templeton India Equity Income Fund-Growth Plan	HDFC Dividend Yield Fund - Growth Plan
Others	17.26	1.45
IT - Software	14.1	-
Diversified FMCG	5.73	-
Banks	4.69	-
Realty	8.04	-
Cement & Cement Products	1.21	-
Transport Services	0.58	-
Fertilizers & Agrochemicals	1.72	-
Petroleum Products	5	-
Telecom - Services	2.03	-
Gas	7.29	-
Consumer Durables	1.7	-
Industrial Products	0.37	-
Oil	3.66	-
Personal Products	2.05	-
Aerospace & Defense	2.28	-
Leisure Services	0.17	-
Capital Markets	0.24	-
Power	17.52	-
Consumable Fuels	2.82	-
Automobiles	1.52	-
Communication Services	-	3.87
Basic Materials	-	4.65
Energy	-	5.63
Technology	-	13.58
Industrials	-	14.99
Consumer Cyclical	-	10.38
Financial Services	-	27.46
Consumer Defensive	-	5.53
Healthcare	-	8
Utilities	-	4.48