Templeton India Equity Income Fund vs SBI Dividend Yield Fund compare

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Templeton India Equity Income Fund-Growth Plan

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SBI Dividend Yield Fund - Regular Plan - Growth

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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	SBI Dividend Yield Fund - Regular Plan - Growth
Fund	Templeton India Equity Income Fund-Growth Plan	SBI Dividend Yield Fund - Regular Plan - Growth
Investment Plan	Growth	Dividend
Level of Risk	Moderately High	Very High
Asset Size (Cr)	₹2373 Cr	₹9149 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

Scheme Name	Templeton India Equity Income Fund-Growth Plan	SBI Dividend Yield Fund - Regular Plan - Growth
1 Month	1.46%	2.29%
6 Month	1.09%	1.91%
1 Year	2.24%	0.13%
3 Year	20.54%	-
5 Year	27.3%	-

Scheme Name	Templeton India Equity Income Fund-Growth Plan	SBI Dividend Yield Fund - Regular Plan - Growth
6 Month	5.15%	6.95%
1 Year	1.18%	3.93%
3 Year	17.93%	-
5 Year	20.15%	-

Scheme Name	Templeton India Equity Income Fund-Growth Plan	SBI Dividend Yield Fund - Regular Plan - Growth
1 Year	15.02%	33.26%
3 Year	13.84%	-
5 Year	14.1%	-

Scheme Name	Templeton India Equity Income Fund-Growth Plan	SBI Dividend Yield Fund - Regular Plan - Growth
Standard Deviation	11.15%	-
Sharp	0.87%	-
Beta	0.79%	-
Alpha	1.82%	-

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Scheme Name	Templeton India Equity Income 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
	Templeton India Equity Income Fund-Growth Plan	SBI Dividend Yield Fund - Regular Plan - Growth

Scheme Name	Templeton India Equity Income Fund-Growth Plan	SBI Dividend Yield Fund - Regular Plan - Growth
Others	25.3	9.12
Large Cap	52.61	66.32
Small Cap	11.35	7.05
Mid Cap	10.72	17.51

Scheme Name	Templeton India Equity Income Fund-Growth Plan	SBI Dividend Yield Fund - Regular Plan - Growth
Others	17.26	6.14
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	-
Technology	-	18.39
Industrials	-	10.46
Financial Services	-	17.9
Energy	-	4.53
Consumer Defensive	-	9.92
Consumer Cyclical	-	12.14
Basic Materials	-	4.36
Real Estate	-	2.86
Healthcare	-	5.47
Utilities	-	7.83