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Aditya Birla Sun Life Dividend Yield Fund vs Templeton India Equity Income Fund compare
Templeton India Equity Income Fund-Growth Plan
Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan
Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan
Chart Comparison
Overview
| Scheme Name | Templeton India Equity Income Fund-Growth Plan | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan |
|---|---|---|---|
| Fund | Templeton India Equity Income Fund-Growth Plan | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Moderately High | Very High | Very High |
| Asset Size (Cr) | ₹2341 Cr | ₹1461 Cr | ₹1461 Cr |
| Min Investment | ₹5000 | ₹1000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 | ₹1000 |
| Launch Date | 18 May 2006 | 26 Feb 2003 | 26 Feb 2003 |
| Category | Dividend Yield | Dividend Yield | Dividend Yield |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 26.34% | 24% | 24% |
| Expense Ratio | 2.09 | 2.21 | 2.21 |
| Manager | Sandeep Manam | Dhaval Gala | Dhaval Gala |
| ISIN Code | INF090I01957 | INF209K01405 | INF209K01405 |
| 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 | Aditya Birla Sun Life Dividend Yield Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | Aditya Birla Sun Life Dividend Yield Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Templeton India Equity Income Fund-Growth Plan | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan |
|---|---|---|---|
| 1 Month | 4.4% | 5.2% | 5.2% |
| 6 Month | -12.28% | -16.36% | -16.36% |
| 1 Year | 6.56% | 5.49% | 5.49% |
| 3 Year | 17.49% | 18.16% | 18.16% |
| 5 Year | 31.81% | 28.36% | 28.36% |
SIP Return Analysis
| Scheme Name | Templeton India Equity Income Fund-Growth Plan | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan |
|---|---|---|---|
| 6 Month | -3.78% | -7.4% | -7.4% |
| 1 Year | -8.62% | -14.26% | -14.26% |
| 3 Year | 17.31% | 17.33% | 17.33% |
| 5 Year | 21.31% | 20.02% | 20.02% |
Rolling Lumpsum Returns
| Scheme Name | Templeton India Equity Income Fund-Growth Plan | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan |
|---|---|---|---|
| 1 Year | 15.26% | 16.21% | 16.21% |
| 3 Year | 13.77% | 16.62% | 16.62% |
| 5 Year | 13.97% | 13.35% | 13.35% |
Risk Management
| Scheme Name | Templeton India Equity Income Fund-Growth Plan | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan |
|---|---|---|---|
| Standard Deviation | 11.15% | 13.72% | 13.72% |
| Sharp | 0.74% | 0.73% | 0.73% |
| Beta | 0.78% | 1.02% | 1.02% |
| Alpha | 4.47% | 4.45% | 4.45% |
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Fund Managers
| Scheme Name | Templeton India Equity Income Fund-Growth Plan | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan |
|---|---|---|---|
| Name | Sandeep Manam | Dhaval Gala | Dhaval Gala |
| Total AUM | ₹74256 Cr | ₹23597 Cr | ₹23597 Cr |
| Funds Managed | 20 | 7 | 7 |
| Templeton India Equity Income Fund-Growth Plan | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan |
Market Cap
| Scheme Name |
Templeton India Equity Income Fund-Growth Plan |
Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan |
Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan |
|---|---|---|---|
| Others | 27 | 12.18 | 12.18 |
| Large Cap | 50.65 | 58.02 | 58.02 |
| Small Cap | 10.25 | 20.31 | 20.31 |
| Mid Cap | 12.1 | 9.48 | 9.48 |
Sector Allocation
| Scheme Name |
Templeton India Equity Income Fund-Growth Plan |
Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan |
Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan |
|---|---|---|---|
| Others | 14.57 | 4.91 | 4.91 |
| Technology | 21.3 | 20.67 | 20.67 |
| Consumer Defensive | 9.89 | 13.22 | 13.22 |
| Financial Services | 6.7 | 16.61 | 16.61 |
| Basic Materials | 4.18 | 5.79 | 5.79 |
| Industrials | 3.3 | 7.25 | 7.25 |
| Energy | 13.48 | 7.63 | 7.63 |
| Real Estate | 0.8 | 1.38 | 1.38 |
| Communication Services | 1.86 | 0.71 | 0.71 |
| Utilities | 20.32 | 10.05 | 10.05 |
| Consumer Cyclical | 3.62 | 9.47 | 9.47 |
| Healthcare | - | 2.31 | 2.31 |
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