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 | Moderately High | Very High |
| Asset Size (Cr) | ₹2414 Cr | ₹995 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 | 2.07 | 2.19 |
| 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 |
| Scheme Name | Templeton India Equity Income Fund-Growth Plan | Tata Dividend Yield Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | 0.38% | 1.31% |
| 6 Month | 1.01% | -3.24% |
| 1 Year | 23.1% | 12.67% |
| 3 Year | 19.52% | 16.25% |
| 5 Year | 24.54% | - |
| Scheme Name | Templeton India Equity Income Fund-Growth Plan | Tata Dividend Yield Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 8.63% | 5.57% |
| 3 Year | 23.07% | 20.3% |
| 5 Year | 25.84% | - |
| Scheme Name | Templeton India Equity Income Fund-Growth Plan | Tata Dividend Yield Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 15.23% | 21.12% |
| 3 Year | 13.53% | 19.68% |
| 5 Year | 13.82% | - |
| Scheme Name | Templeton India Equity Income Fund-Growth Plan | Tata Dividend Yield Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 11.15% | 13.11% |
| Sharp | 1.06% | 1.06% |
| Beta | 0.76% | 0.83% |
| Alpha | 5.57% | -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 | 17.85 | 5.38 |
| Small Cap | 17.21 | 19.37 |
| Large Cap | 55.76 | 51.91 |
| Mid Cap | 9.17 | 23.34 |
| Scheme Name |
Templeton India Equity Income Fund-Growth Plan |
Tata Dividend Yield Fund-Regular Plan-Growth |
|---|---|---|
| Others | 17.85 | 3.14 |
| Cement & Cement Products | 1.14 | - |
| IT - Software | 13.97 | - |
| Diversified FMCG | 5.72 | - |
| Banks | 4.8 | - |
| Realty | 7.04 | - |
| Transport Services | 0.82 | - |
| Fertilizers & Agrochemicals | 1.16 | - |
| Petroleum Products | 5 | - |
| Telecom - Services | 0.82 | - |
| Gas | 6.9 | - |
| Consumer Durables | 2.1 | - |
| Industrial Products | 0.63 | - |
| Oil | 3.86 | - |
| Personal Products | 2.15 | - |
| Aerospace & Defense | 2.01 | - |
| Capital Markets | 1.86 | - |
| Power | 17.62 | - |
| Consumable Fuels | 3.21 | - |
| Automobiles | 1.33 | - |
| Energy | - | 11.78 |
| Technology | - | 5.88 |
| Consumer Staples | - | 6.23 |
| Healthcare | - | 3.29 |
| Materials | - | 3.21 |
| Construction | - | 5.36 |
| Financial | - | 26.57 |
| Metals & Mining | - | 2.95 |
| Chemicals | - | 3.31 |
| Services | - | 5.31 |
| Capital Goods | - | 17.48 |
| Consumer Discretionary | - | 1.69 |
| Automobile | - | 3.45 |
| Unclassified | - | 0.35 |
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