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Best Dividend Paying Mutual Funds 2023 - 2024

Updated on March 27, 2023 , 96831 views

Since, nowadays many investors invest in Mutual Funds to earn regular Income, mutual fund advisors use the “regular dividend” to push these schemes. Thus, we have shortlisted some of the best schemes that offered higher Dividend Yield during the current year.

Dividend Paying Mutual Funds

Mutual Fund schemes in India have grown over the years. As a result, the Best Performing Mutual Funds in the Market keep on changing. There are various rating systems in place to judge a mutual fund scheme, namely CRISIL, Morning Star, ICRA. These systems evaluate a mutual fund by various parameters like past returns, Standard Deviation, information ratio, etc. Some rating systems also consider the qualitative and quantitative factors of the Mutual Funds. The summation of all these factors leads to the rating of the best performing mutual funds in India.

Why invest in Dividend Paying Mutual Funds?

Dividend paying mutual funds provide investors with annualised payouts. These payouts are usually made on a regular Basis and therefore, an investor feels safe and secure with these funds. These dividends will be paid from the revenues earned by the scheme during the previous year.

Since the dividends are paid out on reaching a specific level almost immediately, mutual funds with a dividend option do not show a high growth in their Net Asset Value (NAV). AMCs are required to pay 28.84 percent as a Dividend Distribution Tax (DDT) in the case of Debt fund and this is inclusive of cess and surcharge. equities do not attract a DDT. These funds are ideal for one who do not have an appetite for risk and who wish to receive regular payouts as a source of income.

Dividend yield is computed by dividing the sum of dividends paid during the term by its current NAV (Net Asset Value). The result is then annualised. Mutual fund schemes pay dividend out of the profits they make. Thus, each time a scheme declares dividend, its NAV goes down proportionately.

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Top Dividend Paying Funds for FY 23 - 24

Top 5 Large Cap Equity Dividend Funds FY 23 - 24

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2022 (%)
Nippon India Large Cap Fund Normal Dividend, Payout ₹18.8153
↑ 0.17
₹12,525-4.42.15.13010.611.3
SBI Bluechip Fund Normal Dividend, Payout ₹34.7136
↑ 0.28
₹33,987-4.622.12710.44.4
JM Core 11 Fund Normal Dividend, Payout ₹11.6717
↑ 0.13
₹43-5.92.31.920.66.87.1
Indiabulls Blue Chip Fund Normal Dividend, Payout ₹15.85
↑ 0.10
₹92-6.40.90.920.17.54.5
Aditya Birla Sun Life Frontline Equity Fund Normal Dividend, Payout ₹30.57
↑ 0.21
₹21,132-5.90-0.7269.23.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Mar 23

Top 5 Mid Cap Equity Dividend Funds FY 23 - 24

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2022 (%)
Kotak Emerging Equity Scheme Normal Dividend, Payout ₹40.346
↑ 0.35
₹23,963-3.5-1.73.935.513.25.1
Sundaram Mid Cap Fund Normal Dividend, Payout ₹40.6203
↑ 0.53
₹7,049-5-41.728.66.94.3
L&T Midcap Fund Normal Dividend, Payout ₹49.0179
↑ 0.60
₹7,089-3.3-1.7-0.526.96.80.6
Taurus Discovery (Midcap) Fund Normal Dividend, Payout ₹63.37
↑ 0.99
₹74-7.4-2.2-0.727.49.86.7
Motilal Oswal Midcap 30 Fund  Normal Dividend, Payout ₹26.0073
↑ 0.43
₹3,769-2.9-3.610.234.911.310.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Mar 23

Top 5 Small Cap Dividend Funds FY 23 - 24

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2022 (%)
SBI Small Cap Fund Normal Dividend, Payout ₹63.3289
↑ 0.91
₹15,395-5.8-4.65.33814.38.1
L&T Emerging Businesses Fund Normal Dividend, Payout ₹30.2633
↑ 0.52
₹8,672-0.803.745.810.90.7
Aditya Birla Sun Life Small Cap Fund Normal Dividend, Payout ₹24.7433
↑ 0.40
₹2,902-5.8-5.1-4.733.93.7-6.8
Nippon India Small Cap Fund Normal Dividend, Payout ₹56.5076
↑ 0.83
₹23,910-3.60.16.650.816.410.8
HDFC Small Cap Fund Normal Dividend, Payout ₹30.859
↑ 0.42
₹14,649-9.3-3.81.940.59.94.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Mar 23

Top 5 Diversified/Multi Cap Equity Dividend Fund FY 23 - 24

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2022 (%)
Kotak Standard Multicap Fund Normal Dividend, Payout ₹31.49
↑ 0.27
₹35,775-5.41.61.624.710.15
Mirae Asset India Equity Fund  Normal Dividend, Payout ₹22.761
↑ 0.16
₹32,911-6.3-0.5-1.624.210.11.6
Motilal Oswal Multicap 35 Fund Normal Dividend, Payout ₹20.0847
↑ 0.19
₹8,332-14.5-13.6-109.9-0.2-9.6
BNP Paribas Multi Cap Fund Normal Dividend, Payout ₹19.0914
↓ 0.00
₹588-4.5-2.619.31511.5
JM Multicap Fund Normal Dividend, Payout ₹40.9816
↑ 0.47
₹256-4.83.54.726.412.27.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Mar 23

Top 5 Dividend (ELSS) Equity Linked Saving Scheme FY 23 - 24

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2022 (%)
IDFC Tax Advantage (ELSS) Fund Normal Dividend, Payout ₹25.669
↑ 0.22
₹4,024-4.31.1-0.137.510.64
Tata India Tax Savings Fund Normal Dividend, Payout ₹67.2197
↑ 0.55
₹3,078-10.8-4.6-1220.66.6-2
DSP BlackRock Tax Saver Fund Normal Dividend, Payout ₹17.39
↑ 0.16
₹10,129-6.2-0.2-0.628.811.34.3
Aditya Birla Sun Life Tax Relief '96 Normal Dividend, Payout ₹143.2
↑ 1.03
₹12,755-8.3-3.9-4.615.24.1-1.4
L&T Tax Advantage Fund Normal Dividend, Payout ₹21.0822
↓ -1.70
₹3,007-11.7-9-11.121.34.6-3.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Mar 23

Top 5 Sector Equity Dividend Funds FY 23 - 24

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2022 (%)
Sundaram Rural and Consumption Fund Normal Dividend, Payout ₹20.6845
↑ 0.17
₹1,107-6.6-7.86.422.76.88.8
IDFC Infrastructure Fund Normal Dividend, Payout ₹21.19
↑ 0.37
₹6150.8-0.84.8375.8-3.3
Aditya Birla Sun Life Banking And Financial Services Fund Normal Dividend, Payout ₹17.11
↑ 0.21
₹2,385-9.40.43.724.6711.2
Franklin Build India Fund Normal Dividend, Payout ₹25.7893
↑ 0.24
₹1,184-2.7-3.13.632.49.52.4
DSP BlackRock Natural Resources and New Energy Fund Normal Dividend, Payout ₹20.847
↓ -0.02
₹673-3.112.9-5.738.89.68.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Mar 23

Top 5 Dividend Balanced/Hybrid Funds FY 23 - 24

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2022 (%)
Edelweiss Arbitrage Fund Normal Dividend, Payout ₹12.1016
↑ 0.00
₹5,3931.5354.24.24.4
Aditya Birla Sun Life Equity Hybrid 95 Fund Normal Dividend, Payout ₹139.05
↑ 0.84
₹7,046-4-1.7-7.120.45.7-1.8
HDFC Balanced Advantage Fund Normal Dividend, Payout ₹29.027
↑ 0.24
₹51,042-2.45.611.628.911.518.7
Nippon India Arbitrage Fund Normal Dividend, Payout ₹13.5817
↑ 0.00
₹9,2341.42.84.84.14.74.2
ICICI Prudential Equity Arbitrage Fund Normal Dividend, Payout ₹14.1209
↑ 0.00
₹11,2731.12.24.23.94.43.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Mar 23

Top 5 Dividend Ultra Short Term Debt Funds FY 23 - 24

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2022 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
DSP BlackRock Money Manager Fund Normal Dividend, Payout ₹1,097.37
↓ -14.29
₹2,7371.534.73.94.17.71%3M 29D4M 10D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Mar 23

Top 5 Dividend Short Term Debt Funds FY 23 - 24

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2022 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
Nippon India Short Term Fund Normal Dividend, Payout ₹18.0254
↑ 0.02
₹5,1472.34.75.77.357.91%2Y 3M 29D2Y 9M 29D
Aditya Birla Sun Life Short Term Opportunities Fund Normal Dividend, Payout ₹16.6529
↑ 0.01
₹5,0451.22.84.46.33.98.02%2Y 7D2Y 6M 14D
Axis Short Term Fund Normal Dividend, Payout ₹17.3801
↑ 0.02
₹7,0961.53.14.35.53.77.87%2Y 4M 28D3Y 25D
HDFC Short Term Debt Fund Normal Dividend, Payout ₹17.1478
↑ 0.01
₹11,0291.5-1.7-0.74.2-1.47.84%2Y 1M 17D3Y 7M 21D
Edelweiss Short Term Fund Normal Dividend, Payout ₹13.4217
↑ 0.00
₹90.3383.5 0%9M 6D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Mar 23

Top 5 Dividend Liquid Funds FY 23 - 24

FundNAVNet Assets (Cr)1 MO (%)3 MO (%)6 MO (%)1 YR (%)2022 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
LIC MF Liquid Fund Normal Dividend, Payout ₹1,000.1
↑ 0.15
₹5,9960.61.63.25.54.47.38%1M 13D1M 13D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Mar 23

Top 5 Dividend Gilt Funds FY 23 - 24

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2022 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
ICICI Prudential Gilt Fund Normal Dividend, Payout ₹16.3556
↑ 0.03
₹2,6931.83.35.95.83.17.56%1Y 7M 6D8Y 8M 19D
SBI Magnum Gilt Fund Normal Dividend, Payout ₹16.9452
↑ 0.02
₹4,3011.73.75.75.54.27.45%6Y 4M 10D11Y 9M 11D
UTI Gilt Fund Normal Dividend, Payout ₹32.7763
↑ 0.05
₹5171.63.35.14.52.97.05%3Y 8M 26D5Y 3M 18D
Nippon India Gilt Securities Fund Normal Dividend, Payout ₹32.0984
↑ 0.05
₹1,1591.63.33.94.32.17.58%4Y 6M 18D6Y 14D
Canara Robeco Gilt Fund Normal Dividend, Payout ₹14.6955
↑ 0.02
₹811.83.83.94.11.57.37%4Y 5M 4D6Y 6M 15D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Mar 23

1. HDFC Long Term Advantage Fund

To generate long term capital appreciation from a portfolio that is predominantly in equity and equity related instruments

HDFC Long Term Advantage Fund is a Equity - ELSS fund was launched on 2 Jan 01. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 21.3% since its launch.  Ranked 23 in ELSS category. .

Below is the key information for HDFC Long Term Advantage Fund

HDFC Long Term Advantage Fund
Normal Dividend, Payout
Launch Date 2 Jan 01
NAV (14 Jan 22) ₹51.722 ↑ 0.03   (0.05 %)
Net Assets (Cr) ₹1,318 on 30 Nov 21
Category Equity - ELSS
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.25
Sharpe Ratio 2.27
Information Ratio -0.36
Alpha Ratio 1.8
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
28 Feb 18₹10,000
28 Feb 19₹9,805
29 Feb 20₹10,054
28 Feb 21₹13,098

HDFC Long Term Advantage Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹458,689.
Net Profit of ₹158,689
Invest Now

Purchase not allowed

Returns for HDFC Long Term Advantage Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Jan 22

DurationReturns
1 Month 4.4%
3 Month 1.2%
6 Month 15.4%
1 Year 35.6%
3 Year 19.6%
5 Year 16.8%
10 Year
15 Year
Since launch 21.3%
Historical performance (Yearly) on absolute basis
YearReturns
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
Fund Manager information for HDFC Long Term Advantage Fund
NameSinceTenure

Data below for HDFC Long Term Advantage Fund as on 30 Nov 21

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

2. Franklin India Dynamic Accrual Fund

To generate steady stream of income either by way of regular dividends or by capital appreciation.

Franklin India Dynamic Accrual Fund is a Debt - Dynamic Bond fund was launched on 5 Mar 97. It is a fund with Moderate risk and has given a CAGR/Annualized return of 8% since its launch.  Ranked 1 in Dynamic Bond category. .

Below is the key information for Franklin India Dynamic Accrual Fund

Franklin India Dynamic Accrual Fund
Normal Dividend, Payout
Launch Date 5 Mar 97
NAV (07 Aug 22) ₹15.6675 ↑ 0.14   (0.90 %)
Net Assets (Cr) ₹99 on 31 Jul 22
Category Debt - Dynamic Bond
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderate
Expense Ratio 0.85
Sharpe Ratio 1.19
Information Ratio 0.33
Alpha Ratio 26.93
Min Investment 10,000
Min SIP Investment 500
Exit Load 0-12 Months (3%),12-24 Months (2%),24-36 Months (1%),36-48 Months (0.5%),48 Months and above(NIL)
Yield to Maturity 0%
Effective Maturity 3 Months 18 Days
Modified Duration

Growth of 10,000 investment over the years.

DateValue
28 Feb 18₹10,000
28 Feb 19₹10,633
29 Feb 20₹10,453
28 Feb 21₹10,625
28 Feb 22₹11,809

Franklin India Dynamic Accrual Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹180,000
expected amount after 3 Years is ₹206,148.
Net Profit of ₹26,148
Invest Now

Purchase not allowed

Returns for Franklin India Dynamic Accrual Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Jan 22

DurationReturns
1 Month 1.4%
3 Month 2.4%
6 Month 22.4%
1 Year 31.9%
3 Year 10.6%
5 Year 8.1%
10 Year
15 Year
Since launch 8%
Historical performance (Yearly) on absolute basis
YearReturns
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
Fund Manager information for Franklin India Dynamic Accrual Fund
NameSinceTenure

Data below for Franklin India Dynamic Accrual Fund as on 31 Jul 22

Asset Allocation
Asset ClassValue
Debt Sector Allocation
SectorValue
Credit Quality
RatingValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

3. Sundaram Equity Hybrid Fund

(Erstwhile Sundaram Balanced Fund)

The scheme seeks to generate capital appreciation and current income through a judicious mix of investments in equities and fixed income securities.

Sundaram Equity Hybrid Fund is a Hybrid - Hybrid Equity fund was launched on 23 Jun 00. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.7% since its launch.  Ranked 25 in Hybrid Equity category. .

Below is the key information for Sundaram Equity Hybrid Fund

Sundaram Equity Hybrid Fund
Normal Dividend, Payout
Launch Date 23 Jun 00
NAV (31 Dec 21) ₹16.3588 ↑ 0.09   (0.58 %)
Net Assets (Cr) ₹1,954 on 30 Nov 21
Category Hybrid - Hybrid Equity
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.18
Sharpe Ratio 2.63
Information Ratio -0.26
Alpha Ratio 5.7
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
28 Feb 18₹10,000
28 Feb 19₹10,144
29 Feb 20₹11,152
28 Feb 21₹13,159

Sundaram Equity Hybrid Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹426,080.
Net Profit of ₹126,080
Invest Now

Returns for Sundaram Equity Hybrid Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Jan 22

DurationReturns
1 Month 1.8%
3 Month 0.5%
6 Month 10.5%
1 Year 27%
3 Year 15.5%
5 Year 13.6%
10 Year
15 Year
Since launch 12.7%
Historical performance (Yearly) on absolute basis
YearReturns
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
Fund Manager information for Sundaram Equity Hybrid Fund
NameSinceTenure

Data below for Sundaram Equity Hybrid Fund as on 30 Nov 21

Asset Allocation
Asset ClassValue
Equity Sector Allocation
SectorValue
Debt Sector Allocation
SectorValue
Credit Quality
RatingValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

4. Baroda Pioneer Mid-Cap Fund

The primary objective of the Scheme will be to generate capital appreciation by investing predominantly in a diversified portfolio of equity and equity related securities of growth oriented mid cap stocks. However, there is no assurance or guarantee that the investment objective of the Scheme will be realized.

Baroda Pioneer Mid-Cap Fund is a Equity - Mid Cap fund was launched on 4 Oct 10. It is a fund with High risk and has given a CAGR/Annualized return of 4.5% since its launch.  Ranked 42 in Mid Cap category. .

Below is the key information for Baroda Pioneer Mid-Cap Fund

Baroda Pioneer Mid-Cap Fund
Normal Dividend, Payout
Launch Date 4 Oct 10
NAV (11 Mar 22) ₹16.5124 ↑ 0.15   (0.91 %)
Net Assets (Cr) ₹97 on 31 Jan 22
Category Equity - Mid Cap
AMC Baroda Pioneer Asset Management Co. Ltd.
Rating
Risk High
Expense Ratio 2.54
Sharpe Ratio 3.23
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
28 Feb 18₹10,000
28 Feb 19₹8,669
29 Feb 20₹9,207
28 Feb 21₹12,744
28 Feb 22₹16,616

Baroda Pioneer Mid-Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹447,579.
Net Profit of ₹147,579
Invest Now

Returns for Baroda Pioneer Mid-Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Jan 22

DurationReturns
1 Month -3.8%
3 Month -8.1%
6 Month 0.1%
1 Year 26.2%
3 Year 22.5%
5 Year 15.9%
10 Year
15 Year
Since launch 4.5%
Historical performance (Yearly) on absolute basis
YearReturns
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
Fund Manager information for Baroda Pioneer Mid-Cap Fund
NameSinceTenure

Data below for Baroda Pioneer Mid-Cap Fund as on 31 Jan 22

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

5. Principal Global Opportunities Fund

The investment objective of the Scheme is to provide long term capital appreciation by predominantly investing in overseas mutual fund schemes, and a certain portion of its corpus in Money Market Securities and/or units of Money Market / Liquid Schemes of Principal Mutual Fund.

Principal Global Opportunities Fund is a Equity - Global fund was launched on 29 Mar 04. It is a fund with High risk and has given a CAGR/Annualized return of 9.2% since its launch.  Ranked 8 in Global category. .

Below is the key information for Principal Global Opportunities Fund

Principal Global Opportunities Fund
Normal Dividend, Payout
Launch Date 29 Mar 04
NAV (31 Dec 21) ₹47.4362 ↓ -0.04   (-0.09 %)
Net Assets (Cr) ₹38 on 30 Nov 21
Category Equity - Global
AMC Principal Pnb Asset Mgmt. Co. Priv. Ltd.
Rating
Risk High
Expense Ratio 2.1
Sharpe Ratio 2.31
Information Ratio 0
Alpha Ratio 0
Min Investment 10,000
Min SIP Investment 2,000
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
28 Feb 18₹10,000
28 Feb 19₹9,445
29 Feb 20₹9,689
28 Feb 21₹13,484

Principal Global Opportunities Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹458,689.
Net Profit of ₹158,689
Invest Now

Returns for Principal Global Opportunities Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Jan 22

DurationReturns
1 Month 0%
3 Month 2.9%
6 Month 3.1%
1 Year 25.8%
3 Year 24.8%
5 Year 16.5%
10 Year
15 Year
Since launch 9.2%
Historical performance (Yearly) on absolute basis
YearReturns
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
Fund Manager information for Principal Global Opportunities Fund
NameSinceTenure

Data below for Principal Global Opportunities Fund as on 30 Nov 21

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

Disclaimer:
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
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