Franklin India Dividend Yield Fund
Dividend Yield Fund
Launch Date: 22 Mar 2006
Suitable for
Investment Period
5+ year investments
Moderate risk investors
Okay with some fluctuations but prefer steadier growth.
Franklin India Dividend Yield Fund
Dividend Yield Fund
Fund Health
Returns 📈
Typically 14-24% if held 5+ years
Risk ⚠️
Risk of less than FD returns -
Medium
Quality 🏆
Extra Returns for the Risk -
Good
Consistency of Performance -
Average
Peer Performance
| Fund | Rolling 5Y Returns | Last 3Y Returns | Risk < FD Returns | Consistency Of Performance |
|---|---|---|---|---|
Franklin India Dividend Yield Fund | 18% | 15% | 13% | Average |
Icici Prudential Dividend Yield Equity Fund | 18% | 21% | 22% | Strong |
Sundaram Dividend Yield Fund (formerly Known As Principal Dividend Yield Fund) | 16% | 15% | 10% | Average |
Nifty 500 Benchmark | 15% | 16% | 9% | — |
Dividend Yield Fund Category Average | 16% | 17% | 15% | — |
Return
Long Term -
Good
Better or close to other funds / index
Recent
Good
Better or close to other funds / index
Overall
Strong
Does well in both long-term and recent performance
Risk
Risk of low returns
Good
Better or close to other funds in avoiding low returns
Extra Return for the Risk
Good
Delivers strong returns for the risk taken compared to peers
Consistency
Bad
Consistently underperforms - often underperforms compared to peers
Overall Performance
Overall
Average
Moderate overall performance across all metrics. Can also consider index fund as it's risk and return are very close to top performing funds, and low expense ratio.
Loading chart...
Details
AUM
₹196 Cr
Expense Ratio
1.23%
Exit Load
In respect of each purchase of Units - 1% if the Units are redeemed/switched-out within one year of allotment
Minimum Amount
N/A
Fund Manager
Rajasa Kakulavarapu, Ajay Argal,Sandeep Manam (Dedicated Foreign Fund Manager)
Fund House
Franklin Templeton Asset Management (India) Private Limited
Launch Date
22 Mar 2006
Age
20 years
Category
Dividend Yield Fund
Benchmark
Nifty 500 TRI
Home
Find Fund
Portfolio
Fund Detail
Compare