Tata Dividend Yield Fund vs Templeton India Equity Income Fund compare
Templeton India Equity Income Fund-Growth Plan
Tata Dividend Yield Fund-Regular Plan-Growth
Chart Comparison
| Scheme Name | Templeton India Equity Income Fund-Growth Plan | Tata Dividend Yield Fund-Regular Plan-Growth |
|---|---|---|
| Fund | Templeton India Equity Income Fund-Growth Plan | Tata Dividend Yield Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2326 Cr | ₹998 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 Div Opps 50 TRI | NIFTY Div Opps 50 TRI |
| Turn Over | 26.34% | 75.41% |
| Expense Ratio | 2.09 | 2.17 |
| Manager | Sandeep Manam | Sailesh Jain |
| ISIN Code | INF090I01957 | INF277K018Z2 |
| Exits Load | Exit load of 1% if redeemed within 1 year/365 | For units in excess of 12% of the investment,1% will be charged for redemption within 365 days/365 |
| Scheme Name | Templeton India Equity Income Fund-Growth Plan | Tata Dividend Yield Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | 2.86% | 0.47% |
| 6 Month | 20.76% | 17.89% |
| 1 Year | 47.75% | 39.05% |
| 3 Year | 24.17% | 20.07% |
| 5 Year | 26.77% | - |
| Scheme Name | Templeton India Equity Income Fund-Growth Plan | Tata Dividend Yield Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 20.35% | 17.98% |
| 3 Year | 47.09% | 43.8% |
| 5 Year | 100.57% | 45.4% |
| Scheme Name | Templeton India Equity Income Fund-Growth Plan | Tata Dividend Yield Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 28.24% | 18.86% |
| 3 Year | 72.1% | 50.8% |
| 5 Year | 105.22% | 51% |
| Scheme Name | Templeton India Equity Income Fund-Growth Plan | Tata Dividend Yield Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 11.15% | 13.11% |
| Sharp | 1.47% | 1.06% |
| Beta | 0.78% | 0.83% |
| Alpha | 3% | -2.6% |
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| Scheme Name | Templeton India Equity Income Fund-Growth Plan | Tata Dividend Yield Fund-Regular Plan-Growth |
|---|---|---|
| Name | Sandeep Manam | Sailesh Jain |
| Total AUM | ₹74256 Cr | ₹17041 Cr |
| Fund Manage | 20 | 7 |
| Templeton India Equity Income Fund-Growth Plan | Tata Dividend Yield Fund-Regular Plan-Growth |
| Scheme Name |
Templeton India Equity Income Fund-Growth Plan |
Tata Dividend Yield Fund-Regular Plan-Growth |
|---|---|---|
| Others | 26.94 | 5.38 |
| Small Cap | 12.52 | 19.37 |
| Large Cap | 46.87 | 51.91 |
| Mid Cap | 13.66 | 23.34 |
| Scheme Name |
Templeton India Equity Income Fund-Growth Plan |
Tata Dividend Yield Fund-Regular Plan-Growth |
|---|---|---|
| Others | 7.75 | 3.14 |
| Materials | 7.3 | 3.21 |
| Energy | 38.85 | 11.78 |
| Technology | 10.89 | 5.88 |
| Consumer Staples | 10.33 | 6.23 |
| Financial | 5.67 | 26.57 |
| Construction | 5.78 | 5.36 |
| Chemicals | 3.98 | 3.31 |
| Capital Goods | 7.3 | 17.48 |
| Automobile | 0.84 | 3.45 |
| Communication | 0.6 | - |
| Textiles | 0.7 | - |
| Healthcare | - | 3.29 |
| Metals & Mining | - | 2.95 |
| Services | - | 5.31 |
| Consumer Discretionary | - | 1.69 |
| Unclassified | - | 0.35 |
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