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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) | ₹2417 Cr | ₹1027 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 | -0.43% | -2.78% |
| 6 Month | 0.51% | 3.53% |
| 1 Year | -2.54% | 1.68% |
| 3 Year | 16.86% | 16.56% |
| 5 Year | 20.16% | - |
SIP Return Analysis
| Scheme Name | Franklin India Dividend Yield Fund - Growth Plan | Tata Dividend Yield Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 1.25% | 2.85% |
| 1 Year | 6.72% | 18.26% |
| 3 Year | 11.9% | 14.01% |
| 5 Year | 14.99% | - |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Dividend Yield Fund - Growth Plan | Tata Dividend Yield Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 14.37% | 11.34% |
| 3 Year | 14.19% | 17.33% |
| 5 Year | 14.44% | - |
Risk Management
| Scheme Name | Franklin India Dividend Yield Fund - Growth Plan | Tata Dividend Yield Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 11.15% | 13.94% |
| Sharp | 0.86% | 0.74% |
| Beta | 0.79% | 1.02% |
| Alpha | 2.57% | 1.44% |
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 | 21.33 | 8.13 |
| Small Cap | 14.29 | 18 |
| Large Cap | 55.89 | 53.8 |
| Mid Cap | 8.5 | 20.07 |
Sector Allocation
| Scheme Name |
Franklin India Dividend Yield Fund - Growth Plan |
Tata Dividend Yield Fund-Regular Plan-Growth |
|---|---|---|
| Others | 3.86 | 4.34 |
| Utilities | 16.31 | 9.43 |
| Technology | 14.53 | 8.64 |
| Financial Services | 11.17 | 32.34 |
| Consumer Defensive | 11.58 | 7.28 |
| Real Estate | 9.97 | - |
| Basic Materials | 4.84 | 5.47 |
| Industrials | 6.55 | 17.66 |
| Energy | 11.25 | 3.75 |
| Communication Services | 2.38 | 2.02 |
| Consumer Cyclical | 7.55 | 6.04 |
| Healthcare | - | 3.03 |
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