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Templeton India Equity Income Fund vs SBI Dividend Yield Fund compare
Franklin India Dividend Yield Fund - Growth Plan
SBI Dividend Yield Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Franklin India Dividend Yield Fund - Growth Plan | SBI Dividend Yield Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Franklin India Dividend Yield Fund - Growth Plan | SBI Dividend Yield Fund - Regular Plan - Growth |
| Investment Plan | Growth | Dividend |
| Level of Risk | Moderately High | Very High |
| Asset Size (Cr) | ₹2384 Cr | ₹9181 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 18 May 2006 | 14 Mar 2023 |
| Category | Dividend Yield | Dividend Yield |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 26.34% | 3.53% |
| Expense Ratio | 2.09 | 1.78 |
| Manager | Sandeep Manam | Rohit Shimpi |
| ISIN Code | INF090I01957 | INF200KA11W9 |
| 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 | SBI Dividend Yield Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Franklin India Dividend Yield Fund - Growth Plan | SBI Dividend Yield Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.19% | -0.07% |
| 6 Month | -0.12% | 2.61% |
| 1 Year | 0.97% | 4.57% |
| 3 Year | 17.54% | - |
| 5 Year | 19.75% | - |
SIP Return Analysis
| Scheme Name | Franklin India Dividend Yield Fund - Growth Plan | SBI Dividend Yield Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.98% | 3.16% |
| 1 Year | 6.09% | 12.13% |
| 3 Year | 11.62% | - |
| 5 Year | 15.07% | - |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Dividend Yield Fund - Growth Plan | SBI Dividend Yield Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 14.31% | 18.63% |
| 3 Year | 14.23% | - |
| 5 Year | 14.5% | - |
Risk Management
| Scheme Name | Franklin India Dividend Yield Fund - Growth Plan | SBI Dividend Yield Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 11.15% | - |
| Sharp | 0.86% | - |
| Beta | 0.79% | - |
| Alpha | 2.57% | - |
Fund Managers
| Scheme Name | Franklin India Dividend Yield Fund - Growth Plan | SBI Dividend Yield Fund - Regular Plan - Growth |
|---|---|---|
| Name | Sandeep Manam | Rohit Shimpi |
| Total AUM | ₹74256 Cr | ₹15441 Cr |
| Funds Managed | 20 | 6 |
| Franklin India Dividend Yield Fund - Growth Plan | SBI Dividend Yield Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Franklin India Dividend Yield Fund - Growth Plan |
SBI Dividend Yield Fund - Regular Plan - Growth |
|---|---|---|
| Others | 21.33 | 8 |
| Small Cap | 14.29 | 5.12 |
| Large Cap | 55.89 | 72.54 |
| Mid Cap | 8.5 | 14.34 |
Sector Allocation
| Scheme Name |
Franklin India Dividend Yield Fund - Growth Plan |
SBI Dividend Yield Fund - Regular Plan - Growth |
|---|---|---|
| Others | 3.86 | 1.7 |
| Utilities | 16.31 | 6.45 |
| Technology | 14.53 | 14.35 |
| Financial Services | 11.17 | 22.25 |
| Consumer Defensive | 11.58 | 9.62 |
| Real Estate | 9.97 | 5.69 |
| Basic Materials | 4.84 | 8.19 |
| Industrials | 6.55 | 8.32 |
| Energy | 11.25 | 4.28 |
| Communication Services | 2.38 | - |
| Consumer Cyclical | 7.55 | 13.17 |
| Healthcare | - | 5.98 |
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