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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) | ₹2417 Cr | ₹1016 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% | 0.63% |
| 6 Month | 1.39% | 7.03% |
| 1 Year | 2.12% | 10.15% |
| 3 Year | 17.42% | 18.07% |
| 5 Year | 22.55% | - |
SIP Return Analysis
| Scheme Name | Franklin India Dividend Yield Fund - Growth Plan | Tata Dividend Yield Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 1.28% | 4.41% |
| 1 Year | 5.43% | 19.78% |
| 3 Year | 12.53% | 15.34% |
| 5 Year | 15.57% | - |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Dividend Yield Fund - Growth Plan | Tata Dividend Yield Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 14.45% | 11.34% |
| 3 Year | 14.16% | 17.33% |
| 5 Year | 14.4% | - |
Risk Management
| Scheme Name | Franklin India Dividend Yield Fund - Growth Plan | Tata Dividend Yield Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 11.15% | 13.96% |
| Sharp | 0.98% | 0.79% |
| Beta | 0.79% | 1.02% |
| Alpha | 3.57% | 1.40% |
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 | 24.17 | 6.92 |
| Small Cap | 15.64 | 19.76 |
| Large Cap | 51.56 | 52.06 |
| Mid Cap | 8.63 | 21.25 |
Sector Allocation
| Scheme Name |
Franklin India Dividend Yield Fund - Growth Plan |
Tata Dividend Yield Fund-Regular Plan-Growth |
|---|---|---|
| Others | 6.9 | 3.2 |
| Utilities | 18.84 | 10.25 |
| Technology | 13.21 | 8.57 |
| Financial Services | 10.01 | 31.66 |
| Consumer Defensive | 9.65 | 7.61 |
| Real Estate | 9.89 | 0 |
| Basic Materials | 4.99 | 6.58 |
| Industrials | 5.82 | 18.49 |
| Energy | 12.03 | 3.93 |
| Communication Services | 2.23 | - |
| Consumer Cyclical | 6.44 | 6.57 |
| Healthcare | - | 3.15 |
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