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Dividend Yield

Franklin India Dividend Yield Fund · Direct · Growth

Franklin Templeton Mutual Fund

NAV

₹151.3964

as of 16 Jun 2026

Expense Ratio

see scheme documents

Viewing Direct · Growth
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Lumpsum returns (CAGR)

1Y
+0.44%
3Y
+14.76%
5Y
+14.49%
Since Inception
+14.84%

SIP returns (XIRR)

1Y
-0.12%
3Y
+6.15%
5Y
+11.77%
Since Inception
+15.55%

SIP since inception — what ₹100/month became

Real NAV backtest from day one

₹16,100

Invested

₹48,281

Value today

15.3%

XIRR (p.a.)

100/month SIP from fund inception · Current value as of today

Try SIP Calculator with this fund's history

5,000 lumpsum at launch — value today

Invested on the fund's first NAV date

₹5,000

Invested

₹31,416

Value today

14.7%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

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₹10L corpus with ₹5,000/month withdrawals since inception

Corpus is still growing despite monthly payouts

₹10,00,000

Initial corpus

₹8,05,000

Withdrawn

₹38,69,074

Corpus left

+₹36,74,074 net gain — withdrew ₹8,05,000 AND corpus grew

Plan your SWP with real NAV

₹6L corpus via 12-month STP from a liquid fund at inception

₹50K/month transferred from HDFC Liquid → this fund at launch

₹6,00,000

Invested

₹39,66,255

Value today

+5.2%

vs lumpsum

STP beat direct lumpsum by 5.2% — reduced timing risk paid off

Model your own STP with real NAV

₹1 lakh on the worst crash day — 22 Mar 2020

Worst single-day Nifty drop during this fund's life

₹1,00,000

Invested

₹4,53,793

Value today

4.5×

Multiple

Staying invested through that crash turned ₹1L into ₹4,53,793 — a 4.5× return

Read: Staying invested through crashes

Performance Comparison

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Fund Details

Fund HouseFranklin Templeton Mutual Fund
CategoryDividend Yield
Launch Date01 Jan 2013
AMFI Code118527
Transaction facts
Min. Lumpsum₹5,000
Min. SIP₹100

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

Portfolio holdings

as of 30 Apr 2026
Holding% NAV

Investment Objective

Franklin India Dividend Yield Fund · Direct · Growth aims to generate regular income and capital appreciation by investing in high dividend-yielding stocks. The fund focuses on companies with a consistent track record of dividend payments and healthy balance sheets.

About This Fund

Franklin India Dividend Yield Fund · Direct · Growth is a Dividend Yield mutual fund offered by Franklin Templeton Mutual Fund. The fund has been operational for over 13 years.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • SIP investors who can benefit from rupee cost averaging during market fluctuations