FundLens
41
Dividend YieldAvoid

FranklIn India Dividend Yield

Franklin · Direct–Growth · rank #8 of 12 by Smart Score

Data updated

Trailing returns

vs Nifty 500 (index-fund proxy)
1 Year
-2.8%
-0.8% vs index
3 Years
10.7%
+0.9% vs index
5 Years
12.4%
+2.9% vs index
Since launch
14.4%

Why this score

FranklIn India Dividend Yield scores 41/100 — #8 of 12 Dividend Yield fund (Avoid). It stands out for volatility and fund size — beating 83% of peers on volatility. The main drag is its 5y return (better than only 31% of peers).

Each bar shows the fund's percentile vs Dividend Yield peers — a longer bar beats more of the category.

5Y return12.37% · 31st percentile in category
Volatility14.09 · 83rd percentile in category
Sharpe ratio0.57 · 28th percentile in category
Expense ratio1.37% · 21st percentile in category
3Y return10.69% · 39th percentile in category
Fund size2279.81 Cr · 63rd percentile in category

Top holdings

top 5 = 23.2% of portfolio
1.State Bank of India6.04%
2.ICICI Bank Ltd4.46%
3.HDFC Bank Ltd4.45%
4.Infosys Ltd4.15%
5.MediaTek (Taiwan) Forgn. Eq4.14%

41 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.

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