Aditya Birla Sun Life Dividend Yield Fund Direct Plan Rnvstmnt Inc Dist cum Cap Wdrl is an equity fund. This fund was started on 1 January, 2013. The fund is managed by Dhaval Gala. The fund could potentially beat inflation in the long-run.
Expense ratio | 1.49% |
Benchmark | S&P BSE 500 India TR INR |
AUM | ₹1271 Cr |
Inception Date | 1 January, 2013 |
Min Lumpsum/SIP | ₹1000/-- |
Exit Load | 1% |
Lock In | No Lock-in |
TurnOver | 24.02% |
Size breakup
Aditya Birla Sun Life Dividend Yield Fund Direct Plan Rnvstmnt Inc Dist cum Cap Wdrl | Absolute Returns | CAGR Returns |
1 Month Returns | 2.52% | 2.52% |
6 Month Returns | 26.49% | 26.49% |
1 Year Returns | 49.69% | 49.69% |
3 Years Returns | 104.86% | 27% |
5 Years Returns | 160.45% | 21.1% |
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Aditya Birla Sun Life Dividend Yield Fund Direct Plan Rnvstmnt Inc Dist cum Cap Wdrl | 5.7 | 7.41 | 3.43 |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
Aditya Birla Sun Life Dividend Yield Fund Direct Plan Rnvstmnt Inc Dist cum Cap Wdrl | 0.94 | 0.91 | 0.9 |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
Aditya Birla Sun Life Dividend Yield Fund Direct Plan Rnvstmnt Inc Dist cum Cap Wdrl | 2.65 | 1.38 | 0.82 |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
Aditya Birla Sun Life Dividend Yield Fund Direct Plan Rnvstmnt Inc Dist cum Cap Wdrl | 12.15 | 14.09 | 18.34 |