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Templeton India Equity Income Fund vs SBI Dividend Yield Fund compare
Templeton India Equity Income Fund-Growth Plan
SBI Dividend Yield Fund - Regular Plan - Growth
Chart Comparison
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 | Moderately High | Very High |
| Asset Size (Cr) | ₹2341 Cr | ₹9206 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 18 May 2006 | 14 Mar 2023 |
| Category | Dividend Yield | Dividend Yield |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 26.34% | 3.53% |
| Expense Ratio | 2.09 | 1.78 |
| Manager | Sandeep Manam | Rohit Shimpi |
| ISIN Code | INF090I01957 | INF200KA11W9 |
| 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 | SBI Dividend Yield Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Templeton India Equity Income Fund-Growth Plan | SBI Dividend Yield Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 1.73% | 2.22% |
| 6 Month | -7.62% | -6.49% |
| 1 Year | 7.14% | 4.99% |
| 3 Year | 16.53% | - |
| 5 Year | 30.1% | - |
SIP Return Analysis
| Scheme Name | Templeton India Equity Income Fund-Growth Plan | SBI Dividend Yield Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -1.38% | -2.24% |
| 1 Year | -7.68% | -10.05% |
| 3 Year | 16.78% | - |
| 5 Year | 20.52% | - |
Rolling Lumpsum Returns
| Scheme Name | Templeton India Equity Income Fund-Growth Plan | SBI Dividend Yield Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 15.26% | 34.63% |
| 3 Year | 13.77% | - |
| 5 Year | 13.97% | - |
Risk Management
| Scheme Name | Templeton India Equity Income Fund-Growth Plan | SBI Dividend Yield Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 11.15% | - |
| Sharp | 0.72% | - |
| Beta | 0.77% | - |
| Alpha | 4.2% | - |
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Fund Managers
| 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 |
| Funds Managed | 20 | 6 |
| Templeton India Equity Income Fund-Growth Plan | SBI Dividend Yield Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Templeton India Equity Income Fund-Growth Plan |
SBI Dividend Yield Fund - Regular Plan - Growth |
|---|---|---|
| Others | 30.38 | 9.12 |
| Large Cap | 48.8 | 66.32 |
| Small Cap | 10.21 | 7.05 |
| Mid Cap | 10.61 | 17.51 |
Sector Allocation
| Scheme Name |
Templeton India Equity Income Fund-Growth Plan |
SBI Dividend Yield Fund - Regular Plan - Growth |
|---|---|---|
| Others | 17.13 | 6.14 |
| Technology | 21.22 | 18.39 |
| Consumer Defensive | 9.69 | 9.92 |
| Financial Services | 6.13 | 17.9 |
| Basic Materials | 4.11 | 4.36 |
| Industrials | 2.9 | 10.46 |
| Energy | 13.11 | 4.53 |
| Real Estate | 0.81 | 2.86 |
| Communication Services | 1.89 | - |
| Utilities | 19.36 | 7.83 |
| Consumer Cyclical | 3.64 | 12.14 |
| Healthcare | - | 5.47 |
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