SBI Dividend Yield Fund - Regular Plan - Growth

SBI Dividend Yield Fund - Regular Plan - Growth is a scheme launched by SBI Mutual Fund on March 14, 2023, and falls under the Dividend Yield fund category. It currently manages an AUM of Rs 8,954.04 crore. The fund permits investments with a minimum SIP of Rs 500 and a lump sum of Rs 5000. It charges an expense ratio of 1.78% for managing the portfolio.

• Investing Strategy:

  The investment objective of the scheme is to provide investors with opportunities for capital appreciation and/or dividend distribution by investing predominantly in a well-diversified portfolio of equity and equity related instruments of dividend yielding companies.

• Performance:

  SBI Dividend Yield Fund - Regular Plan - Growth trailing returns over different times are -5.28% (1 year), 0% (3 year) and 0% (5 year). The average annual return of this fund stands at 2.23%.