Aditya Birla Sun Life Dividend Yield Fund Direct Plan Growth - Regular - Latest NAV [ ₹267.67 ], Returns, Performance, Portfolio & Returns 2021

Aditya Birla Sun Life Dividend Yield Fund Direct Plan Growth

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Min amount: ₹1,000

Fund Summarystar

PeriodReturns(per year)
10 Years--
5 Years--
3 Years14.08%
1 Year52.32%
6 Months28.04%
Fund Details
RiskVery High Risk
Fund TypeDividend Yield
Exit Load1% for 365 Days

More about this fundstar

Top HoldingsWeightage
Infosys Ltd9.96%
Persistent Systems Ltd4.33%
Larsen & Toubro Infotech Ltd4.3%
ITC Ltd3.91%
Bharat Petroleum Corp Ltd3.54%
NTPC Ltd3.41%
Bharat Electronics Ltd3.4%
ICICI Securities Ltd3.34%
Clearing Corporation Of India Limited3.33%
LVMH Moet Hennessy Louis Vuitton SE2.81%

About Aditya Birla Sun Life Dividend Yield Fund - Direct Plan - Growth

The main intention of this scheme is to provide returns by making the asset allocation of the fund towards securities of companies that have the potential to pay out dividends. The fund manager also strives to preserve the capital invested.

Pros and Cons of Aditya Birla Sun Life Dividend Yield Fund - Direct Plan - Growth

Investing in this fund is suitable for those investors who are willing to stay invested for a long period of time as the fund intends to provide capital appreciation along with dividend payments. On the flip side, this fund mostly invests in equity and equity-linked securities and thus making it susceptible to market volatility.

Fund Information and Statistics

i) Inception/Launch Date

Aditya Birla Sun Life Dividend Yield Fund - Direct Plan - Growth was launched on 1 January 2013.

ii) Risk Level

This fund has been categorised under ‘moderately high risk’ mutual funds as it is exposed majorly towards equities. However, this fund possesses a lower risk level as compared to that of a thematic or sectoral equity fund.

iii) Redemption

Since Aditya Birla Sun Life Dividend Yield Fund is an open-ended mutual fund, you can redeem your investment at any time.

iv) Fund Manager

Mr Vineet Maloo is the current fund manager of Aditya Birla Sun Life Dividend Yield Fund.

v) Entry/Exit Load

No entry load applies as per the norms of the Indian securities market regulator. An exit load of 1% is charged on units exceeding 15% of the allotment within a period of one year.

About Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Mutual Fund is a result of a joint venture between Sun Life Financial Inc and Aditya Birla Group. The fund house was set up in 1994 when it registered with the Securities and Exchange Board of India (SEBI) with Aditya Birla Sun Life Trustee Company Private Limited as its trustee. With its total assets under management (AUM) touching a whopping Rs 2.14 lakh crore in June 2020, Aditya Birla Sun Life Mutual Fund is now a leading fund house in the country.

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Frequently Asked Questions

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Min amount: ₹1,000

Very High Risk

All investments come with risk. Risk is the volatility or fluctuation in the price (and returns) of the investment. Usually,

  • High Risk = High possible returns
  • Low Risk = Stable, relatively lower returns