All comparisons
Head-to-head
Franklin India Dividend Yield Fund - Direct Plan - GrowthvsPrincipal Dividend Yield Fund - Direct Plan - Growth Option
Side-by-side comparison of Franklin India Dividend Yield Fund - Direct Plan - Growth and Principal Dividend Yield Fund - Direct Plan - Growth Option — returns, bumpiness, category, and AUM. Winners per row are marked with . Descriptive numbers only, no recommendations.
₹1 lakh over time
What ₹1,00,000 invested at the start of each window would have become in each fund.
sector
Franklin India Dividend Yield Fund - Direct Plan - Growth
3Y ago₹1.43 L
5Y ago₹1.86 L
sector
Principal Dividend Yield Fund - Direct Plan - Growth Option
3Y ago₹1.68 L
5Y ago₹2.35 L
Normalised price over time
Both funds start at ₹100 at the beginning of the range so shapes are directly comparable.
Normalized: value at the start of the selected range = ₹100
Every metric, side-by-side
marks the winner per row.
| Metric | Franklin India Dividend Yield F… | Principal Dividend Yield Fund -… |
|---|---|---|
| Fund house | Franklin Templeton Mutual Fund | Principal Mutual Fund |
| Category | Equity Scheme - Dividend Yield Fund | Equity Scheme - Dividend Yield Fund |
| Latest NAV | ₹150.0248 | ₹89.55 |
| Assets managed (AUM) | — | — |
| 1Y return | 1.85% | 31.73% |
| 3Y CAGR | 12.60% | 18.88% |
| 5Y CAGR | 13.21% | 18.65% |
| Since inception CAGR | 14.57% | 14.41% |
| Bumpiness · 3Y (annualised σ) | 13.26 | 18.90 |
| Worst drop ever | -37.95% | -32.79% |
| Sharpe · 3Y (rf=6%) | 0.47 | 0.62 |
Explore each fund individually
Franklin India Dividend Yield Fund - Direct Plan - Growth →Principal Dividend Yield Fund - Direct Plan - Growth Option →
Want to compare more than two? Add up to 3 more funds on the full compare page.