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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
1.37 | 30.25 | 1.98 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.49 | 34.92 | 1.69 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Not allowed | Not allowed |
BenchmarkBenchmark |
---|
NIFTY 500 - TRI |
Dividend yield funds are the equity funds which majorly invest in equity intruments of companies which can give high dividends. These companies generally have higher dividend yield as compared to other companies.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Aditya Birla SL Dividend Yield Fund(IDCW-Reinv) | 34.19% | 15.88% | 12.10% |
SBI Dividend Yield Fund(IDCW Payout) | 35.33% | — | 30.73% |
HDFC Dividend Yield Fund(IDCW) | 38.73% | 19.63% | 26.44% |
ICICI Pru Dividend Yield Equity Fund(IDCW) | 33.27% | 15.36% | 10.42% |
Actual
Target
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Equity
Others
Holdings
5.52 %
Holdings
5.27 %
Holdings
3.35 %
Aditya Birla Sun Life AMC Limited, is a joint venture between the Aditya Birla Group and the Sun Life Financial Inc. of Canada. The joint venture brings together Aditya Birla Group's experience in the Indian market and Sun Life's global experience.
No.of Schemes
91
Total AUM
₹ 3,81,454.67 Cr.
Dhaval Gala
AUM: ₹19,164.62 Cr.
|
Exp: —
Dhaval Joshi
AUM: ₹71,040.09 Cr.
|
Exp: 15yrs
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%