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.
Review
Delivers good overall results with strong returns for the risk taken and lower risk, though consistency is average.
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.
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Track Record
Recent Performance
+40%
+20%
0%
-10%
2022
2023
2024
2025
2026
Index
Fund
When market falls
-0%
-10%
-20%
-30%
-40%
-50%
Feb '16
Dec '16
Oct '18
Mar '20
Jun '22
Index
Fund
During big market falls, your fund tracks the market.
Recovery time after falls
21 months
Fund
|
22 months
Index
Average time taken to recover after a major fall
Fastest recovery
3 mth|3 mth
Slowest recovery
62 mth|62 mth
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
FAQs
Is Franklin India Dividend Yield Fund a good mutual fund?
Franklin India Dividend Yield Fund is a Average fund based on its returns, risk and consistency.
Historically:
•
Typical returns have been around 18%
•
Risk of earning less than FD returns has been Medium
•
Performance consistency has been Weak
Compared with other funds in the Dividend Yield Fund category, it has delivered better returns while taking less risk.
This fund may be suitable for investors with an investment horizon of at least 5+ years.
Should I invest in Franklin India Dividend Yield Fund?
Franklin India Dividend Yield Fund can be considered, but there are other funds in the category with stronger risk-adjusted performance or better consistency.
Investors should compare alternatives before investing.
Is Franklin India Dividend Yield Fund safe?
No equity mutual fund is completely safe.
Compared with similar funds, Franklin India Dividend Yield Fund has shown Good downside protection.
Historically, investors holding the fund for 3 years earned less than FD returns in approximately 13% of periods.
This suggests the fund carries less risk relative to its peers.
Can I lose money in Franklin India Dividend Yield Fund?
Yes.
Like all equity mutual funds, Franklin India Dividend Yield Fund can generate negative returns over shorter periods.
Historically, investors holding the fund for 5+ years experienced negative returns in approximately 0% of periods.
The probability generally decreases as the investment horizon increases.
What returns can I expect from Franklin India Dividend Yield Fund?
Historically, investors holding Franklin India Dividend Yield Fund for 5+ years experienced:
•
Typical returns around 18% p.a.
•
Best represented by recent returns of 16% p.a.
•
Worst historical outcome of -1% p.a.
Actual future returns will differ, but historical rolling returns provide a realistic range of outcomes.
How risky is Franklin India Dividend Yield Fund?
Franklin India Dividend Yield Fund has a Medium risk profile compared with similar funds.
Historically:
•
Probability of earning less than FD returns: 13%
•
Average fall during major market declines: 23%
•
Average recovery time: 21 months
How does Franklin India Dividend Yield Fund perform during market crashes?
During major market declines, Franklin India Dividend Yield Fund has historically fallen around 23% compared with 21% for its benchmark.
This means the fund has protected investors worse than the benchmark during difficult periods.
How long does Franklin India Dividend Yield Fund take to recover after a fall?
Historically, Franklin India Dividend Yield Fund has taken around 21 months to recover from major market declines.
The benchmark recovered in approximately 22 months.
Faster recovery times generally indicate stronger resilience during market corrections.
Who should invest in Franklin India Dividend Yield Fund?
Franklin India Dividend Yield Fund may be suitable for investors who:
•
Have an investment horizon of at least 5+ years
•
Are comfortable with Moderate risk
•
Want exposure to Dividend Yield Fund funds
Who should avoid Franklin India Dividend Yield Fund?
This fund may not be suitable for investors who:
•
Need money within 5+ years
•
Cannot tolerate market volatility
•
Prefer guaranteed returns
•
Are looking for a different investment style
Is Franklin India Dividend Yield Fund suitable for SIP investing?
Franklin India Dividend Yield Fund can be suitable for SIP investors with a horizon of at least 5+ years.
SIPs can help reduce the impact of short-term market volatility by investing across different market conditions.
What is the probability that Franklin India Dividend Yield Fund earns less than a fixed deposit?
Historically, investors holding Franklin India Dividend Yield Fund for 3 years earned less than FD returns in approximately 13% of periods.
This metric helps investors understand downside risk rather than focusing only on average returns.
How consistent is Franklin India Dividend Yield Fund?
Franklin India Dividend Yield Fund has shown Weak consistency compared with other funds in its category.
Historically:
•
Top performer: 29%
•
Bottom performer: 24%
Is the extra return from Franklin India Dividend Yield Fund worth the risk?
Risk-adjusted performance measures whether investors were adequately rewarded for the risks taken.
Historically, Franklin India Dividend Yield Fund delivered Good risk-adjusted returns compared with similar funds.
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