Aditya Birla Sun Life Dividend Yield Fund vs Templeton India Equity Income Fund compare

Link copied to clipboard!

tortoise-icon Templeton India Equity Income Fund-Growth Plan

Invest Now

tortoise-icon Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan

Invest Now

tortoise-icon Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 Very High Very High Very High
Asset Size (Cr) ₹2326 Cr ₹1447 Cr ₹1447 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 Div Opps 50 TRI NIFTY 500 TRI NIFTY 500 TRI
Turn Over 26.34% 24% 24%
Expense Ratio 2.09 2.23 2.23
Manager Sandeep Manam Dhaval Gala Dhaval Gala
ISIN Code INF090I01957 INF209K01405 INF209K01405
Exits Load Exit load of 1% if redeemed within 1 year/365 Exit load of 1%, if redeemed within 90 days./365 Exit load of 1%, if redeemed within 90 days./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 -6.78% -7.4% -7.4%
6 Month 4.98% 6.82% 6.82%
1 Year 33.55% 29.87% 29.87%
3 Year 18.43% 20.26% 20.26%
5 Year 24.52% 22.95% 22.95%

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 - - -
1 Year 20.44% 22.81% 22.81%
3 Year 25.94% 29.94% 29.94%
5 Year 27.47% 27.73% 27.73%

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 15.23% 16.13% 16.13%
3 Year 13.53% 16.49% 16.49%
5 Year 13.82% 13.22% 13.22%

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 1.1% 1.03% 1.03%
Beta 0.82% 1% 1%
Alpha 0.48% 6.09% 6.09%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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
Fund Manage 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 26.94 8.66 13.92
Small Cap 12.52 29.38 26.89
Large Cap 46.87 49.53 44.06
Mid Cap 13.66 12.45 15.12

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 7.75 3.3 3.55
Materials 7.3 5.55 -
Energy 38.85 16.23 15.02
Technology 10.89 12.95 14.56
Consumer Staples 10.33 8.52 16.42
Financial 5.67 18.42 16.35
Construction 5.78 0.95 3.99
Chemicals 3.98 3.22 2.93
Capital Goods 7.3 6.59 3.57
Automobile 0.84 4.84 3.93
Communication 0.6 0.1 -
Textiles 0.7 3.8 6.07
Healthcare - 1.68 1.82
Metals & Mining - 2.68 5.79
Consumer Discretionary - 1.51 -
Services - 9.68 5.99

Top Comparisons

Franklin India Smaller Companies Fund-Growth Franklin India Smaller Companies Fund-Growth

3Y Returns22.61%

VS

ICICI Prudential Smallcap Fund - Growth ICICI Prudential Smallcap Fund - Growth

3Y Returns17.44%

Compare Now

HDFC Infrastructure Fund - Growth Plan HDFC Infrastructure Fund - Growth Plan

3Y Returns30.22%

VS

Canara Robeco Infrastructure Fund - Regular Plan - Growth Option Canara Robeco Infrastructure Fund - Regular Plan - Growth Option

3Y Returns26.4%

Compare Now

SBI Magnum Gilt Fund -  Growth - PF (Regular) Option SBI Magnum Gilt Fund - Growth - PF (Regular) Option

3Y Returns6.69%

VS

Edelweiss Government Securities Fund - Regular Plan - Growth Option Edelweiss Government Securities Fund - Regular Plan - Growth Option

3Y Returns5.86%

Compare Now

INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH

3Y Returns9.38%

VS

Sundaram Services Fund Regular Plan - Growth Sundaram Services Fund Regular Plan - Growth

3Y Returns13.28%

Compare Now
Request call back
Add to Cart Successfully