- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹2349 Cr | ₹972 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 | -2.18% | -1.93% |
| 6 Month | 3.8% | 14.54% |
| 1 Year | -7.09% | -2.46% |
| 3 Year | 16.4% | 16.73% |
| 5 Year | 24.33% | - |
SIP Return Analysis
| Scheme Name | Franklin India Dividend Yield Fund - Growth Plan | Tata Dividend Yield Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | -0.45% | 2.84% |
| 1 Year | -4.33% | 3.27% |
| 3 Year | 13.22% | 13.23% |
| 5 Year | 16.78% | - |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Dividend Yield Fund - Growth Plan | Tata Dividend Yield Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 14.82% | 14.77% |
| 3 Year | 13.95% | 18.05% |
| 5 Year | 14.19% | - |
Risk Management
| Scheme Name | Franklin India Dividend Yield Fund - Growth Plan | Tata Dividend Yield Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 11.15% | 13.98% |
| Sharp | 0.9% | 0.78% |
| Beta | 0.82% | 1.00% |
| Alpha | 2.08% | 0.83% |
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 | 20.97 | 4.68 |
| Small Cap | 14.23 | 21.37 |
| Large Cap | 54.61 | 52.46 |
| Mid Cap | 10.18 | 21.49 |
Sector Allocation
| Scheme Name |
Franklin India Dividend Yield Fund - Growth Plan |
Tata Dividend Yield Fund-Regular Plan-Growth |
|---|---|---|
| Others | 6.66 | 2.58 |
| Utilities | 23.86 | 10.06 |
| Technology | 14.74 | 8.13 |
| Financial Services | 7.92 | 32.74 |
| Consumer Defensive | 9.54 | 7.59 |
| Real Estate | 7.89 | 1.09 |
| Basic Materials | 4.32 | 6.18 |
| Industrials | 5.59 | 19.19 |
| Energy | 12.7 | 3.96 |
| Communication Services | 2.16 | - |
| Consumer Cyclical | 4.62 | 6.25 |
| Healthcare | - | 2.23 |
Top Comparisons
HDFC Multi-Asset Active FOF - Growth
3Y Returns15.63%
Mirae Asset Diversified Equity Allocator Passive FOF - Regular Growth
3Y Returns15.2%
SBI Multi Asset Allocation Fund - Regular Plan - Growth
3Y Returns15.96%
Edelweiss Multi Asset Allocation Fund - Reg (G)
3Y Returns0%
Bandhan ELSS Tax saver Fund - Regular Plan - Growth
3Y Returns15.55%
Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth
3Y Returns16.2%
Nippon India Quant Fund -Growth Plan - Growth Option
3Y Returns20.15%
Axis Quant Fund - Regular Plan - Growth
3Y Returns12.91%
