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Templeton India Equity Income Fund vs Tata Dividend Yield Fund compare
Franklin India Dividend Yield Fund - Growth Plan
Tata Dividend Yield Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | Franklin India Dividend Yield Fund - Growth Plan | Tata Dividend Yield Fund-Regular Plan-Growth |
|---|---|---|
| Fund | Franklin India Dividend Yield Fund - Growth Plan | Tata Dividend Yield Fund-Regular Plan-Growth |
| Investment Plan | Growth | Dividend |
| Level of Risk | Moderately High | Very High |
| Asset Size (Cr) | ₹2402 Cr | ₹1023 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 | 2.09 | 2.21 |
| 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 |
Trailing Lumpsum Returns
| Scheme Name | Franklin India Dividend Yield Fund - Growth Plan | Tata Dividend Yield Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | -0.22% | -3.62% |
| 6 Month | 1.93% | 1.22% |
| 1 Year | 5.46% | 14.29% |
| 3 Year | 16.78% | 17.83% |
| 5 Year | 19.31% | - |
SIP Return Analysis
| Scheme Name | Franklin India Dividend Yield Fund - Growth Plan | Tata Dividend Yield Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 0.97% | -2.07% |
| 1 Year | 3.99% | 4.31% |
| 3 Year | 10.49% | 10.08% |
| 5 Year | 14.39% | - |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Dividend Yield Fund - Growth Plan | Tata Dividend Yield Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 14.17% | 7.63% |
| 3 Year | 14.29% | 17.68% |
| 5 Year | 14.54% | - |
Risk Management
| Scheme Name | Franklin India Dividend Yield Fund - Growth Plan | Tata Dividend Yield Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 11.15% | 13.11% |
| Sharp | 0.96% | 0.87% |
| Beta | 0.78% | 1.03% |
| Alpha | 3% | 0.77% |
Fund Managers
| Scheme Name | Franklin India Dividend Yield Fund - Growth Plan | Tata Dividend Yield Fund-Regular Plan-Growth |
|---|---|---|
| Name | Sandeep Manam | Sailesh Jain |
| Total AUM | ₹74256 Cr | ₹17041 Cr |
| Funds Managed | 20 | 7 |
| Franklin India Dividend Yield Fund - Growth Plan | Tata Dividend Yield Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
Franklin India Dividend Yield Fund - Growth Plan |
Tata Dividend Yield Fund-Regular Plan-Growth |
|---|---|---|
| Others | 21.26 | 8.13 |
| Small Cap | 12.59 | 18.97 |
| Large Cap | 56.15 | 51.8 |
| Mid Cap | 10 | 21.1 |
Sector Allocation
| Scheme Name |
Franklin India Dividend Yield Fund - Growth Plan |
Tata Dividend Yield Fund-Regular Plan-Growth |
|---|---|---|
| Others | 3.96 | 1.95 |
| Utilities | 14.75 | 9.41 |
| Technology | 15.87 | 8.41 |
| Financial Services | 12.16 | 32.94 |
| Energy | 10.92 | 3.76 |
| Consumer Defensive | 11.46 | 7.32 |
| Real Estate | 9.95 | 1.11 |
| Basic Materials | 5.48 | 5.45 |
| Industrials | 6.28 | 17.63 |
| Communication Services | 2.42 | 2.04 |
| Consumer Cyclical | 6.75 | 7 |
| Healthcare | - | 2.98 |
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