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Franklin India Dividend Yield Fund-Growth Plan

Franklin India Dividend Yield · Dividend Yield
High
₹135.78
Current NAV
25 Jun 2026
20.3%
1Y Return
19.3%
3Y CAGR
21.3%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Highly cost-efficient with a low expense ratio of 0.83%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.53).
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
1.53
Sharpe Ratio
0.83
Beta
1.03
Alpha
1.88
Sortino
Fund Details
Fund House Franklin India Dividend Yield
Category Dividend Yield
AUM ₹4080 Cr
Expense Ratio 0.83%
Min SIP ₹500
Min Lumpsum ₹1000
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