- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
Templeton India Equity Income Fund vs UTI compare
Franklin India Dividend Yield Fund - Growth Plan
UTI-Dividend Yield Fund.-Growth
Chart Comparison
Overview
| Scheme Name | Franklin India Dividend Yield Fund - Growth Plan | UTI-Dividend Yield Fund.-Growth |
|---|---|---|
| Fund | Franklin India Dividend Yield Fund - Growth Plan | UTI-Dividend Yield Fund.-Growth |
| Investment Plan | Growth | Dividend |
| Level of Risk | Moderately High | Very High |
| Asset Size (Cr) | ₹2317 Cr | ₹3794 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 18 May 2006 | 15 May 2005 |
| Category | Dividend Yield | Dividend Yield |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 26.34% | 13% |
| Expense Ratio | 2.09 | 1.99 |
| Manager | Sandeep Manam | Amit Kumar Premchandani |
| ISIN Code | INF090I01957 | INF789F01463 |
| 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 | UTI Dividend Yield Fund - 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 | UTI-Dividend Yield Fund.-Growth |
|---|---|---|
| 1 Month | 2.9% | 3.23% |
| 6 Month | 8.05% | 13.52% |
| 1 Year | -6.59% | -3.77% |
| 3 Year | 18.13% | 20.92% |
| 5 Year | 24.36% | 21.47% |
SIP Return Analysis
| Scheme Name | Franklin India Dividend Yield Fund - Growth Plan | UTI-Dividend Yield Fund.-Growth |
|---|---|---|
| 6 Month | 0.7% | 3.81% |
| 1 Year | 0.83% | 8.19% |
| 3 Year | 13.61% | 18.49% |
| 5 Year | 16.62% | 17.8% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Dividend Yield Fund - Growth Plan | UTI-Dividend Yield Fund.-Growth |
|---|---|---|
| 1 Year | 14.82% | 13.03% |
| 3 Year | 13.95% | 14.39% |
| 5 Year | 14.19% | 13.05% |
Risk Management
| Scheme Name | Franklin India Dividend Yield Fund - Growth Plan | UTI-Dividend Yield Fund.-Growth |
|---|---|---|
| Standard Deviation | 11.15% | 13.05% |
| Sharp | 0.78% | 0.93% |
| Beta | 0.83% | 0.94% |
| Alpha | 2.38% | 3.91% |
Fund Managers
| Scheme Name | Franklin India Dividend Yield Fund - Growth Plan | UTI-Dividend Yield Fund.-Growth |
|---|---|---|
| Name | Sandeep Manam | Amit Kumar Premchandani |
| Total AUM | ₹74256 Cr | ₹13572 Cr |
| Funds Managed | 20 | 3 |
| Franklin India Dividend Yield Fund - Growth Plan | UTI-Dividend Yield Fund.-Growth |
Market Cap
| Scheme Name |
Franklin India Dividend Yield Fund - Growth Plan |
UTI-Dividend Yield Fund.-Growth |
|---|---|---|
| Others | 23.57 | 5.89 |
| Small Cap | 13.91 | 18.43 |
| Large Cap | 53.71 | 67.64 |
| Mid Cap | 8.81 | 8.04 |
Sector Allocation
| Scheme Name |
Franklin India Dividend Yield Fund - Growth Plan |
UTI-Dividend Yield Fund.-Growth |
|---|---|---|
| Others | 6.74 | 1.13 |
| Utilities | 21.12 | 5.81 |
| Technology | 14.91 | 13.91 |
| Financial Services | 8.15 | 26.06 |
| Consumer Defensive | 9.55 | 7.25 |
| Real Estate | 9.82 | 3.99 |
| Basic Materials | 5.22 | 3.99 |
| Industrials | 5.58 | 6.34 |
| Energy | 12.19 | 6.13 |
| Communication Services | 1.46 | 3.61 |
| Consumer Cyclical | 5.27 | 12.34 |
| Healthcare | - | 9.43 |
Top Comparisons
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
3Y Returns9.3%
Axis Strategic Bond Fund - Regular Plan - Growth Option
3Y Returns7.9%
Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option
3Y Returns19.84%
Mirae Asset Multi Asset Allocation Fund-Reg (G)
3Y Returns0%
HDFC Equity Savings Fund - GROWTH PLAN
3Y Returns10.29%
SBI Equity Savings Fund - Regular Plan - Growth
3Y Returns10.93%
HDFC Ultra Short Term Fund - Growth Option
3Y Returns7.08%
Baroda BNP Paribas Ultra Short Duration Fund - Regular Plan - Growth
3Y Returns7.27%
