Aditya Birla Dividend Yield Fund

Mutual Fund-

By Rajendra Apr 22, 2023 image credit -Unsplash Scheme Analysis

Top 5 Holding

Infosys ITC NTPC LVMH MOET NMDC 7.98 6.49 3.77 3.76 3.29 Total - 30.90

Portfolio Construct

A well diversified fund that invests predominately in equity stocks with a high dividend yield at the point of investment.

Information Technology

17.33 8.39 8.28 6.30 4.29

Portfolio Construct

– Focused on companies with high dividend yield – Investment in companies having robust cash flows – Reduced volatility on account of the above

Scheme Performance

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As the companies grow & exhibit their financial progress with steady growth & profit sharing through dividend distribution, they have steady share price appreciation & face lesser price volatility.

SIP Performance

Thick Brush Stroke upto 12 month - 1% Scribbled Arrow As on 3 Apr. 2023 1 Year 3 Year 5 Year 12,581 46,654 86,841 9.15% 17.62% 14.79% Monthly SIP of 1,000

Mutual Fund-

Aditya Birla Dividend Yield Fund

Category

Inception

Benchmark

AUM - 856 Cr

Fund Manager

Dhaval Gala & Dhaval Joshi