HomeMutual FundsAditya Birla Sun Life Dividend Yield Fund Direct Plan Growth

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
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For Time Period
5 years
Total investment
₹0
Pre-Tax
Post-Tax
Aditya Birla Sun Life Dividend Yield Fund Direct Plan Growth
₹0
-Infinity% projected returns
Templeton India Equity Income Fund Direct Growth
₹0
-Infinity% projected returns
ICICI Prudential Dividend Yield Equity Fund Direct Growth
₹0
-Infinity% projected returns
Principal Dividend Yield Fund - Direct Plan - Growth Option
₹0
-Infinity% projected returns
UTI-Dividend Yield Fund -Growth-Direct
₹0
-Infinity% projected returns
IDBI Dividend Yield Fund Direct Growth
₹0
-Infinity% projected returns

Asset Allocation

Equity (98.83%)
Debt & Cash (1.17%)
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

All
Equity
Debt & Cash

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
Click Here
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

Other Related Plans

Fund NamePlan TypeExpense Ratio1yr Returns
Aditya Birla Sun Life Dividend Yield Fund Direct Plan Rnvstmnt Inc Dist cum Cap Wdrl
Direct1.84%54.29%
Aditya Birla Sun Life Dividend Yield Fund Direct Plan Payout Inc Dist cum Cap Wdrl
Direct1.84%58.92%
Aditya Birla Sun Life Dividend Yield Fund Rnvstmnt Inc Dist cum Cap Wdrl
Regular2.47%57.93%
Aditya Birla Sun Life Dividend Yield Fund Payout Inc Dist cum Cap Wdrl
Regular2.47%53.22%

Peer Funds

UTI-Dividend Yield Fund -Growth-Direct  

EquityDividend YieldDirectVery High Risk

1 yr returns

54.63%

AUM

₹2,932 Cr

Expense Ratio

1.55%

Templeton India Equity Income Fund Direct Growth  

EquityDividend YieldDirectVery High Risk

1 yr returns

75.25%

AUM

₹1,142 Cr

Expense Ratio

1.61%

ICICI Prudential Dividend Yield Equity Fund Direct Growth  

EquityDividend YieldDirectVery High Risk

1 yr returns

67.02%

AUM

₹359 Cr

Expense Ratio

1.67%

Principal Dividend Yield Fund - Direct Plan - Growth Option  

EquityDividend YieldDirectVery High Risk

1 yr returns

53.53%

AUM

₹218 Cr

Expense Ratio

2.13%

IDBI Dividend Yield Fund Direct Growth  

NR
EquityDividend YieldDirectVery High Risk

1 yr returns

43.54%

AUM

₹95 Cr

Expense Ratio

1.55%

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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