Franklin India Dividend Yield Fund Achieves Remarkable Growth with Rs 1 Crore from Rs 10,000 SIP
Franklin India Dividend Yield Fund turns Rs 10,000 SIP to Rs 1 crore in 20 years, AUM crosses Rs 2,300 crore mark
Image: The Economic Times
The Franklin India Dividend Yield Fund has transformed a monthly SIP of Rs 10,000 into over Rs 1.2 crore in 20 years, with assets under management surpassing Rs 2,300 crore. The fund focuses on dividend yield-oriented equity investments and has outperformed its benchmark, the Nifty Dividend Opportunities 50 Index.
- 01An investment of Rs 1 lakh at inception would have grown to approximately Rs 13.60 lakh, achieving a CAGR of 13.97%.
- 02The fund maintains a diversified portfolio of fewer than 50 stocks across various sectors, including banking, IT, and energy.
- 03As of April 2026, the fund had around 8% exposure to international equities, leveraging Franklin Templeton's global research.
- 04The average dividend yield of the fund over the past year was 2.71%, compared to 1.17% for the Nifty 500 Index.
- 05The fund's strategy includes opportunistic allocations to Real Estate Investment Trusts (REITs) for income generation.
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The Franklin India Dividend Yield Fund, managed by Franklin Templeton Mutual Fund, has successfully turned a monthly SIP of Rs 10,000 into over Rs 1.2 crore over a span of 20 years as of April 2026. The fund's assets under management have exceeded Rs 2,300 crore, showcasing its popularity among investors. This fund adopts a dividend yield-oriented equity investment strategy, focusing on companies with higher dividend payouts to generate superior risk-adjusted returns. An initial investment of Rs 1 lakh would have appreciated to approximately Rs 13.60 lakh, reflecting a compounded annual growth rate (CAGR) of 13.97%, outperforming the Nifty 500 TRI. The portfolio is diversified across sectors such as banking, IT, and energy, with a significant portion allocated to international equities, enhancing geographical diversification. The fund also emphasizes steady compounding and downside protection, making it an attractive option for investors seeking long-term growth and income stability.
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The fund's performance highlights the potential for significant wealth accumulation through disciplined investing in dividend-paying stocks.
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