By Rajendra
Sep 27, 2022
image source -Unsplash
Scheme Analysis
Dividend Yield
Oct, 2004
Nifty 500
– Predominantly invests in companies with relatively high dividend yield across market capitalization
-The Strategy is to have a blend of dividend & growth stocks -Diversify across sector
Many dividend paying stock are in defensive sectors that can potentially weather economic downturn with reduce volatility
Infosys
Hindustan Unilever
ICICI Bank
TCS
NTPC
7.20
5.00
4.90
4.60
4.50
Total - 26.20
16.80
13.60
9.00
5.90
5.70
1 Year - 1%
As on 30 Aug. 2022
1 Year
3 Year
5 Year
4.60%
19.50%
12.00%
Large Cap
Mid Cap
71.10%
13.70%
Small Cap
7.20%
upto 1 year - 1%
As on 30 Aug. 2022
1 Year
3 Year
5 Year
12,046
48,113
86,864
-
-
-
Monthly SIP of 1,000