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Templeton India Equity Income Fund vs Tata Dividend Yield Fund compare
Franklin India Dividend Yield Fund - Growth Plan
Tata Dividend Yield Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | Franklin India Dividend Yield Fund - Growth Plan | Tata Dividend Yield Fund-Regular Plan-Growth |
|---|---|---|
| Fund | Franklin India Dividend Yield Fund - Growth Plan | Tata Dividend Yield Fund-Regular Plan-Growth |
| Investment Plan | Growth | Dividend |
| Level of Risk | Moderately High | Very High |
| Asset Size (Cr) | ₹2352 Cr | ₹962 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 18 May 2006 | 20 May 2021 |
| Category | Dividend Yield | Dividend Yield |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY Div Opps 50 TRI |
| Turn Over | 26.34% | 75.41% |
| Expense Ratio | 2.09 | 2.21 |
| Manager | Sandeep Manam | Sailesh Jain |
| ISIN Code | INF090I01957 | INF277K018Z2 |
| 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 | Tata 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 | Tata Dividend Yield Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | 1.64% | 3.17% |
| 6 Month | 2.88% | 9.28% |
| 1 Year | -2.22% | 4.98% |
| 3 Year | 18.84% | 18.53% |
| 5 Year | 23.9% | - |
SIP Return Analysis
| Scheme Name | Franklin India Dividend Yield Fund - Growth Plan | Tata Dividend Yield Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 1.77% | 4.44% |
| 1 Year | 5.59% | 18.39% |
| 3 Year | 13.73% | 15.79% |
| 5 Year | 16.6% | - |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Dividend Yield Fund - Growth Plan | Tata Dividend Yield Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 14.61% | 11.34% |
| 3 Year | 14.05% | 17.33% |
| 5 Year | 14.29% | - |
Risk Management
| Scheme Name | Franklin India Dividend Yield Fund - Growth Plan | Tata Dividend Yield Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 12.27% | 13.89% |
| Sharp | 0.95% | 0.78% |
| Beta | 0.80% | 1.02% |
| Alpha | 4.08% | 1.26% |
Fund Managers
| Scheme Name | Franklin India Dividend Yield Fund - Growth Plan | Tata Dividend Yield Fund-Regular Plan-Growth |
|---|---|---|
| Name | Sandeep Manam | Sailesh Jain |
| Total AUM | ₹74256 Cr | ₹17041 Cr |
| Funds Managed | 20 | 7 |
| Franklin India Dividend Yield Fund - Growth Plan | Tata Dividend Yield Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
Franklin India Dividend Yield Fund - Growth Plan |
Tata Dividend Yield Fund-Regular Plan-Growth |
|---|---|---|
| Others | 24.47 | 5.72 |
| Small Cap | 15.58 | 19.76 |
| Large Cap | 51.3 | 52.77 |
| Mid Cap | 8.66 | 21.75 |
Sector Allocation
| Scheme Name |
Franklin India Dividend Yield Fund - Growth Plan |
Tata Dividend Yield Fund-Regular Plan-Growth |
|---|---|---|
| Others | 7.31 | 2.22 |
| Utilities | 18.98 | 10.39 |
| Technology | 12.95 | 8.36 |
| Financial Services | 9.25 | 31.66 |
| Consumer Defensive | 9.83 | 7.62 |
| Real Estate | 10.57 | 0.86 |
| Basic Materials | 5.09 | 6.53 |
| Industrials | 5.8 | 19.04 |
| Energy | 11.86 | 3.96 |
| Communication Services | 2.16 | - |
| Consumer Cyclical | 6.2 | 7.22 |
| Healthcare | - | 2.11 |
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