SBI Dividend Yield Fund vs Templeton India Equity Income Fund compare

Templeton India Equity Income Fund-Growth Plan

SBI Dividend Yield Fund - Regular Plan - Growth

Overview

Scheme Name	Templeton India Equity Income Fund-Growth Plan	SBI Dividend Yield Fund - Regular Plan - Growth
Fund	Templeton India Equity Income Fund-Growth Plan	SBI Dividend Yield Fund - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹2326 Cr	₹8365 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹1000	₹1000
Launch Date	18 May 2006	05 Mar 2023
Category	Dividend Yield	Dividend Yield
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Div Opps 50 TRI	NIFTY 500 TRI
Turn Over	26.34%	3.53%
Expense Ratio	2.09	1.79
Manager	Sandeep Manam	Rohit Shimpi
ISIN Code	INF090I01957	INF200KA11W9
Exits Load	Exit load of 1% if redeemed within 1 year/365	Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365

Scheme Name	Templeton India Equity Income Fund-Growth Plan	SBI Dividend Yield Fund - Regular Plan - Growth
1 Month	0.36%	0.93%
6 Month	17.09%	18.4%
1 Year	48.2%	41.36%
3 Year	21.56%	-
5 Year	26.85%	-

Scheme Name	Templeton India Equity Income Fund-Growth Plan	SBI Dividend Yield Fund - Regular Plan - Growth
6 Month	-	-
1 Year	20.35%	17.31%
3 Year	47.09%	23.41%
5 Year	100.57%	23.41%

Scheme Name	Templeton India Equity Income Fund-Growth Plan	SBI Dividend Yield Fund - Regular Plan - Growth
1 Year	28.24%	23.79%
3 Year	72.1%	26.09%
5 Year	105.22%	26.09%

Scheme Name	Templeton India Equity Income Fund-Growth Plan	SBI Dividend Yield Fund - Regular Plan - Growth
Standard Deviation	11.15%	-
Sharp	1.36%	-
Beta	0.78%	-
Alpha	2.43%	-

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Scheme Name	Templeton India Equity Income Fund-Growth Plan	SBI Dividend Yield Fund - Regular Plan - Growth
Name	Sandeep Manam	Rohit Shimpi
Total AUM	₹74256 Cr	₹15441 Cr
Fund Manage	20	6
	Templeton India Equity Income Fund-Growth Plan	SBI Dividend Yield Fund - Regular Plan - Growth

Scheme Name	Templeton India Equity Income Fund-Growth Plan	SBI Dividend Yield Fund - Regular Plan - Growth
Others	26.94	10.33
Small Cap	12.52	6.7
Large Cap	46.87	64.29
Mid Cap	13.66	18.68

Scheme Name	Templeton India Equity Income Fund-Growth Plan	SBI Dividend Yield Fund - Regular Plan - Growth
Others	7.75	5.07
Materials	7.3	-
Energy	38.85	-
Technology	10.89	-
Consumer Staples	10.33	-
Financial	5.67	-
Construction	5.78	4.97
Chemicals	3.98	-
Capital Goods	7.3	-
Automobile	0.84	-
Communication	0.6	-
Textiles	0.7	-
IT - Software	-	13.83
IT - Services	-	1.88
Transport Services	-	1.76
Banks	-	14.55
Diversified FMCG	-	5.06
Realty	-	3.79
Ferrous Metals	-	1.39
Transport Infrastructure	-	1.47
Automobiles	-	10.06
Capital Markets	-	2.89
Gas	-	3.12
Non - Ferrous Metals	-	1.12
Oil	-	2.75
Food Products	-	1.22
Personal Products	-	1.87
Industrial Products	-	6.35
Pharmaceuticals & Biotechnology	-	2.52
Auto Components	-	4.2
Cement & Cement Products	-	1.32
Power	-	5.4
Insurance	-	1.58
Finance	-	1.83