Overview (as on 02 Aug 2021)

NAV

₹260.99

1y returns

58.966%

Fund AUM

₹834 Cr

Expense Ratio

1.84%

Min SIP

₹1,000

Min Lumpsum

₹1,000

Fund Performance

Calculator

Monthly SIP
Lumpsum

I would like to invest

 
For Time Period
5 years
Total investment
₹0
Pre-Tax
Post-Tax
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns

Asset Allocation

Sector Allocation
Tech
25.76%
Basic Materials
16.67%
Financial Services
11.67%
Defensive
8.93%
Utilities
8.70%
Consumer
7.62%
Industrials
7.52%
Energy
7.13%
Health
6.00%
Size Breakup
Large Cap
52.98%
Mid Cap
29.98%
Small Cap
17.04%

Key Metrics

Beta 

0.0

Std deviation 

0.0%

Sharpe Ratio 

0.0

Holdings

Fund Details

Investment Objectives
An Open-ended growth scheme with the objective to provide capital growth and income by investing primarily in a well-diversified portfolio of dividend paying companies that have a relatively high dividend yield.
Scheme Name
Aditya Birla Sun Life Dividend Yield Fund Direct Plan Growth
Scheme Document
Exit Load

For 0 - 365 Days: 1%

After 365 Days : 0%

Plan Started
01 January, 2013
Fund Manager
Satyabrata Mohanty
Fund House Details
Fund House
Aditya Birla Sun Life AMC Ltd
Email
connect@birlasunlife.com
Phone
+912243568110/8111
Address
Aditya Birla Sun Life AMC Ltd,One India Bulls Centre ,Tower 1, 17th Flr,,Jupiter Mill Compound,841,S.B. Marg,,Elphinstone Road

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Aditya Birla Sun Life Dividend Yield Fund Direc...

NAV

₹260.99

INDmoney Analysis

    error

    Fund is in Bottom 50 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Performance efficiency
    success

    Fund is in Top 20 percent in its Category

    Risk score is based upon:

    Return volatility
    Risk management
    Market sensitivity

Fund Managers

Satyabrata Mohanty
Satyabrata Mohanty

leader

Qualifications
B.Com,C.A., CFA
Work Experience
"Over 12 years of experience in Finance and Research. Previously worked in Aditya Birla Management Corporation Ltd"
Vineet Maloo
Vineet Maloo

leader

Qualifications
B.Com., C.A.
Work Experience
"Has around 5 years of experience. He had been providing analytical support to the Chief Financial Officer of Hindalco Industries Limited, prior to which he has worked with Aditya Birla Management Corporation Ltd. & M/s. D. K. Chhajer & Co., Chartered Accountants."

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