Templeton India Equity Income Fund vs HDFC Dividend Yield Fund compare

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tortoise-icon Templeton India Equity Income Fund-Growth Plan

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tortoise-icon HDFC Dividend Yield Fund - Growth Plan

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Chart Comparison

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

Overview

Scheme Name Templeton India Equity Income Fund-Growth Plan HDFC Dividend Yield Fund - Growth Plan
Fund Templeton India Equity Income Fund-Growth Plan HDFC Dividend Yield Fund - Growth Plan
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹2326 Cr ₹5615 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 18 May 2006 10 Dec 2020
Category Dividend Yield Dividend Yield
Fund Type Open Ended Open Ended
Benchmark NIFTY Div Opps 50 TRI NIFTY 500 TRI
Turn Over 26.34% 12.69%
Expense Ratio 2.09 1.82
Manager Sandeep Manam Gopal Agrawal
ISIN Code INF090I01957 INF179KC1AR9
Exits Load Exit load of 1% if redeemed within 1 year/365 Exit load of 1% if redeemed within 1 year./365

Trailing Lumpsum Returns

Scheme Name Templeton India Equity Income Fund-Growth Plan HDFC Dividend Yield Fund - Growth Plan
1 Month -5.89% 1.31%
6 Month 10.04% 19.55%
1 Year 45.96% 46.2%
3 Year 21.03% 25.76%
5 Year 25.17% -

SIP Return Analysis

Scheme Name Templeton India Equity Income Fund-Growth Plan HDFC Dividend Yield Fund - Growth Plan
6 Month - -
1 Year 20.35% 17.52%
3 Year 47.09% 48.29%
5 Year 100.57% 59.6%

Rolling Lumpsum Returns

Scheme Name Templeton India Equity Income Fund-Growth Plan HDFC Dividend Yield Fund - Growth Plan
1 Year 15.09% 25.14%
3 Year 13.55% 26.18%
5 Year 13.85% -

Risk Management

Scheme Name Templeton India Equity Income Fund-Growth Plan HDFC Dividend Yield Fund - Growth Plan
Standard Deviation 11.15% 12.44%
Sharp 1.36% 1.44%
Beta 0.78% 0.93%
Alpha 2.43% 5.74%

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Fund Managers

Scheme Name Templeton India Equity Income Fund-Growth Plan HDFC Dividend Yield Fund - Growth Plan
Name Sandeep Manam Gopal Agrawal
Total AUM ₹74256 Cr ₹110269 Cr
Fund Manage 20 5
Templeton India Equity Income Fund-Growth Plan HDFC Dividend Yield Fund - Growth Plan

Market Cap

Scheme Name

Templeton India Equity Income Fund-Growth Plan

HDFC Dividend Yield Fund - Growth Plan

Others 26.94 1.96
Small Cap 12.52 23.83
Large Cap 46.87 68.28
Mid Cap 13.66 5.93

Sector Allocation

Scheme Name

Templeton India Equity Income Fund-Growth Plan

HDFC Dividend Yield Fund - Growth Plan

Others 7.75 1.39
Materials 7.3 -
Energy 38.85 -
Technology 10.89 -
Consumer Staples 10.33 -
Financial 5.67 -
Construction 5.78 4.35
Chemicals 3.98 -
Capital Goods 7.3 -
Automobile 0.84 -
Communication 0.6 -
Textiles 0.7 -
Telecom - Services - 2.43
Petroleum Products - 3
IT - Software - 11.05
Finance - 5.05
Diversified FMCG - 3.06
Non - Ferrous Metals - 0.49
Banks - 19.99
Realty - 0.64
Pharmaceuticals & Biotechnology - 4.56
Cement & Cement Products - 1.31
Ferrous Metals - 1.16
Fertilizers & Agrochemicals - 0.91
Telecom - Equipment & Accessories - 1.23
Capital Markets - 0.69
Retailing - 0.62
Consumer Durables - 1.1
Aerospace & Defense - 2.67
Electrical Equipment - 1.23
IT - Hardware - 0.33
Textiles & Apparels - 0.6
Automobiles - 5.22
Personal Products - 1.34
Agricultural Food & other Products - 0.84
Insurance - 1.64
Gas - 1.41
Entertainment - 1.36
Industrial Products - 4.54
Oil - 1.76
Transport Services - 1.59
Food Products - 0.73
Healthcare Services - 1.38
Auto Components - 0.77
Power - 4.73
Transport Infrastructure - 0.22
Consumable Fuels - 1.68
Chemicals & Petrochemicals - 0.4
Commercial Services & Supplies - 0.43
Industrial Manufacturing - 1.37
Leisure Services - 0.73

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