Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan

Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan is a fund scheme from Aditya Birla Sun Life mutual fund. It falls under a Dividend Yield category. After being launched on 2003-02-26. Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan has achieved Rs 1461.33 Crores worth of assets under management (AUM). It allows minimum SIP of Rs 100 and lumpsum of Rs 1000 to start the investment. The expense ratio of this fund is 2.21%.

• Investing Strategy:

  The Investment Objectives of the scheme are 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.

• Performance:

  Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan trailing returns over different times are 1.18% (1 year), 19.96% (3 year), 26.1% (5 year). The average annual return of this fund stands at 1.18%

• Fund Manager & Portfolio Allocation:

  Dhaval Gala, Dhaval Joshi are the current fund managers of this mutual fund. The fund has a majority of its money invested in the top 5 sectors such as IT - Software, Diversified FMCG, Banks, Power, Finance Sectors. First five holdings of this fund are ITC LIMITED EQ NEW FV RE.1/-, INFOSYS LIMITED EQ FV RS 5, NTPC LIMITED EQ, HINDUSTAN UNILEVER LIMITED EQ F.V. RS 1, TECH MAHINDRA LIMITED EQ NEW FV RS. 5/- Companies.