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Table of Contents
- What are Dividend Yield Funds?
- Top 5 Best Dividend Yield Funds to Invest in FY 22 - 23
- Why Should you Invest in Dividend Yield Mutual Funds?
- How to Invest in Dividend Yield Mutual Funds Online?
- FAQs
- 1. What are the SEBI guidelines for dividend funds?
- 2. What should I know before investing in dividend funds?
- 3. Who is best suited to invest in dividend funds?
- 4. Why should I invest in UTI Dividend Yield Fund?
- 5. What is the Principal Dividend Yield Fund?
- 6. Can I invest in dividend funds online?
- 7. Why should I invest in dividend funds?
Top 5 Equity - Dividend Yield Funds
5 Best Dividend Yield Funds to Invest in 2022
When spoken about dividend yield funds, many investors at first glance think that these funds pay good dividends. But, that’s not these funds stand for. These funds are a part of equity Mutual Funds that invest their major portion of the corpus in dividend yielding stocks. In other words, these funds invest in companies that pay an above-average dividend regularly. As per SEBI norms, the dividend yield fund schemes should invest a minimum 65 percent of its assets in equities, but in dividend yielding stocks.
What are Dividend Yield Funds?
The fund manager of the dividend yield fund tends to invest in companies that have constant cash flows and are in a position to pay dividend regularly and at a stable rate. During a downturn, such companies don’t usually reduce its dividend.
Therefore, such investments make the funds less volatile compared with their growth-oriented peers. The volatility of these funds, on an average, is lower than both large-cap and multi-cap funds.
A dividend yield fund invests its corpus in stocks that have a dividend yield higher than the average dividend yield of the Market. One can say it can be higher than the Nifty 50 or the Sensex. The remaining portion of the fund; that’s 35 percent of the portfolio can be invested in any stock.
If looked at its drawbacks, dividend yield funds likely Underperform the growth funds in the rising market. Ideally, these funds are suitable for conservative investors who want to invest in Equity Funds. Dividend yield funds are less volatile and tend to give good risk-adjusted returns over the long-run.
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Top 5 Best Dividend Yield Funds to Invest in FY 22 - 23
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2021 (%) Templeton India Equity Income Fund Growth ₹84.2735
↓ -0.30 ₹1,216 3.8 1.2 13.3 24 14.4 43.1 ICICI Prudential Dividend Yield Equity Fund Growth ₹27.72
↓ -0.01 ₹921 7.4 0.1 15.4 21.8 11.1 47.1 Principal Dividend Yield Fund Growth ₹85.1979
↑ 0.01 ₹277 5.7 -2 4.2 19.7 13 32.5 Aditya Birla Sun Life Dividend Yield Fund Growth ₹251.58
↓ -0.20 ₹745 7.9 -1.1 4.8 19.4 8.3 36.2 UTI Dividend Yield Fund Growth ₹102.681
↓ -0.44 ₹2,656 4.6 -2.5 2.2 18.4 12.3 38.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 10 Aug 22 Assets >= 100 Crore & Sorted on 3 Year CAGR Returns.
Why Should you Invest in Dividend Yield Mutual Funds?
A dividend yield strategy is a tool to identify value stocks. As said earlier, the fund manager of these funds tends to invest in firms that have stable cash flows. Usually, these funds have a history of paying high dividends and also sound fundamentals. These companies tend to manage good deliveries across business and economic cycles and exhibit minimal volatility, especially in bear markets. Investors who are planning to invest in dividend yield funds should look at the dividend pay-out history of the fund and see if it has paid dividends consistently.
An Open-end diversified equity fund that seek to provide a combination of regular income and long term capital appreciation by investing primarily in stocks that have a current on potentially attractive dividend yield. Templeton India Equity Income Fund is a Equity - Dividend Yield fund was launched on 18 May 06. It is a fund with Moderately High risk and has given a Below is the key information for Templeton India Equity Income Fund Returns up to 1 year are on The investment objective of ICICI Prudential Dividend Yield Equity Fund is to provide medium to long term capital gains and/or dividend distribution by investing in a well diversified portfolio of predominantly equity and equity related instruments, which offer attractive dividend yield ICICI Prudential Dividend Yield Equity Fund is a Equity - Dividend Yield fund was launched on 16 May 14. It is a fund with Moderately High risk and has given a Below is the key information for ICICI Prudential Dividend Yield Equity Fund Returns up to 1 year are on The investment objective of the scheme would be to provide capital appreciation and/or dividend distribution by investing predominantly in a well-diversified portfolio of companies that have a relatively high dividend yield. Principal Dividend Yield Fund is a Equity - Dividend Yield fund was launched on 15 Oct 04. It is a fund with Moderately High risk and has given a Below is the key information for Principal Dividend Yield Fund Returns up to 1 year are on (Erstwhile Aditya Birla Sun Life Dividend Yield Plus) An Open-ended growth scheme with the objective 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. Aditya Birla Sun Life Dividend Yield Fund is a Equity - Dividend Yield fund was launched on 26 Feb 03. It is a fund with Moderately High risk and has given a Below is the key information for Aditya Birla Sun Life Dividend Yield Fund Returns up to 1 year are on (Erstwhile UTI - Dividend Yield Fund) The investment objective of the scheme is to provide medium to long term capital gains and/ or dividend distribution by investing predominantly in equity and equity related instruments which offer high dividend yield. There can be no assurance that the investment objectives of the scheme will be realised. UTI Dividend Yield Fund is a Equity - Dividend Yield fund was launched on 3 May 05. It is a fund with Moderately High risk and has given a Below is the key information for UTI Dividend Yield Fund Returns up to 1 year are on 1. Templeton India Equity Income Fund
CAGR/Annualized return of 14% since its launch. Ranked 46 in Dividend Yield category. Return for 2021 was 43.1% , 2020 was 22.9% and 2019 was 5.3% . Templeton India Equity Income Fund
Growth Launch Date 18 May 06 NAV (10 Aug 22) ₹84.2735 ↓ -0.30 (-0.35 %) Net Assets (Cr) ₹1,216 on 30 Jun 22 Category Equity - Dividend Yield AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.38 Sharpe Ratio 0.5 Information Ratio 1.06 Alpha Ratio 4.08 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Jul 17 ₹10,000 31 Jul 18 ₹10,781 31 Jul 19 ₹10,067 31 Jul 20 ₹9,716 31 Jul 21 ₹16,745 31 Jul 22 ₹18,801 Returns for Templeton India Equity Income Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Aug 22 Duration Returns 1 Month 3.2% 3 Month 3.8% 6 Month 1.2% 1 Year 13.3% 3 Year 24% 5 Year 14.4% 10 Year 15 Year Since launch 14% Historical performance (Yearly) on absolute basis
Year Returns 2021 43.1% 2020 22.9% 2019 5.3% 2018 -8.6% 2017 34.1% 2016 9.4% 2015 -1.6% 2014 38.5% 2013 3.7% 2012 36.1% Fund Manager information for Templeton India Equity Income Fund
Name Since Tenure Anand Radhakrishnan 1 Jan 19 3.58 Yr. Lakshmikanth Reddy 1 Jan 19 3.58 Yr. Mayank Bukrediwala 24 Aug 20 1.94 Yr. Data below for Templeton India Equity Income Fund as on 30 Jun 22
Equity Sector Allocation
Sector Value Utility 22.5% Technology 19.6% Consumer Defensive 11.75% Energy 10.79% Consumer Cyclical 10.38% Real Estate 8.04% Industrials 3.82% Financial Services 3.33% Basic Materials 2.95% Health Care 1.08% Asset Allocation
Asset Class Value Cash 5.75% Equity 94.25% Top Securities Holdings / Portfolio
Name Holding Value Quantity Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Jan 19 | 5328987% ₹85 Cr 4,000,000 Infosys Ltd (Technology)
Equity, Since 30 Apr 13 | INFY6% ₹73 Cr 500,000 Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 Oct 20 | HINDUNILVR5% ₹56 Cr 250,000 NTPC Ltd (Utilities)
Equity, Since 31 Jan 19 | 5325554% ₹54 Cr 3,800,000 Brookfield India Real Estate Trust (Real Estate)
-, Since 28 Feb 21 | 5432614% ₹49 Cr 1,500,000
↑ 1,500,000 HCL Technologies Ltd (Technology)
Equity, Since 31 Jan 22 | HCLTECH4% ₹49 Cr 500,000 Embassy Office Parks REIT (Real Estate)
-, Since 31 Oct 19 | EMBASSY4% ₹49 Cr 1,300,000
↑ 1,300,000 NHPC Ltd (Utilities)
Equity, Since 31 Mar 20 | NHPC4% ₹46 Cr 15,000,000 Bajaj Auto Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | 5329774% ₹44 Cr 120,000 ITC Ltd (Consumer Defensive)
Equity, Since 30 Sep 21 | ITC3% ₹41 Cr 1,500,000 2. ICICI Prudential Dividend Yield Equity Fund
CAGR/Annualized return of 13.2% since its launch. Ranked 38 in Dividend Yield category. Return for 2021 was 47.1% , 2020 was 14.1% and 2019 was -2.9% . ICICI Prudential Dividend Yield Equity Fund
Growth Launch Date 16 May 14 NAV (10 Aug 22) ₹27.72 ↓ -0.01 (-0.04 %) Net Assets (Cr) ₹921 on 30 Jun 22 Category Equity - Dividend Yield AMC ICICI Prudential Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 2.74 Sharpe Ratio 0.62 Information Ratio 0.29 Alpha Ratio 9.93 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Jul 17 ₹10,000 31 Jul 18 ₹10,012 31 Jul 19 ₹9,075 31 Jul 20 ₹8,428 31 Jul 21 ₹13,830 31 Jul 22 ₹15,803 Returns for ICICI Prudential Dividend Yield Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Aug 22 Duration Returns 1 Month 7.6% 3 Month 7.4% 6 Month 0.1% 1 Year 15.4% 3 Year 21.8% 5 Year 11.1% 10 Year 15 Year Since launch 13.2% Historical performance (Yearly) on absolute basis
Year Returns 2021 47.1% 2020 14.1% 2019 -2.9% 2018 -11.9% 2017 40.7% 2016 9.7% 2015 -5.2% 2014 2013 2012 Fund Manager information for ICICI Prudential Dividend Yield Equity Fund
Name Since Tenure Mittul Kalawadia 29 Jan 18 4.5 Yr. Data below for ICICI Prudential Dividend Yield Equity Fund as on 30 Jun 22
Equity Sector Allocation
Sector Value Financial Services 23.12% Technology 23.02% Industrials 11.83% Consumer Cyclical 7.99% Energy 7.89% Health Care 5.63% Communication Services 5.26% Utility 3.89% Basic Materials 2.15% Consumer Defensive 0.86% Asset Allocation
Asset Class Value Cash 7.26% Equity 91.65% Other 1.09% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 31 May 14 | INFY9% ₹85 Cr 581,908
↓ -1,992 HCL Technologies Ltd (Technology)
Equity, Since 31 Dec 20 | HCLTECH7% ₹60 Cr 615,368
↑ 65,819 Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Apr 21 | SUNPHARMA5% ₹46 Cr 551,583
↑ 113,338 Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 31 Dec 21 | 5003125% ₹45 Cr 2,972,458
↓ -5,250 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Aug 21 | LT5% ₹43 Cr 278,216
↑ 13,042 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 21 | ICICIBANK5% ₹43 Cr 608,504 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 20 | BHARTIARTL5% ₹42 Cr 618,280
↑ 83,843 Tech Mahindra Ltd (Technology)
Equity, Since 28 Feb 21 | 5327555% ₹42 Cr 422,024
↑ 58,610 Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 21 | 5322155% ₹41 Cr 651,521 Sundaram Finance Ltd (Financial Services)
Equity, Since 31 Mar 22 | SUNDARMFIN4% ₹37 Cr 208,087
↑ 7,269 3. Principal Dividend Yield Fund
CAGR/Annualized return of 12.8% since its launch. Ranked 37 in Dividend Yield category. Return for 2021 was 32.5% , 2020 was 20.2% and 2019 was 4.4% . Principal Dividend Yield Fund
Growth Launch Date 15 Oct 04 NAV (10 Aug 22) ₹85.1979 ↑ 0.01 (0.01 %) Net Assets (Cr) ₹277 on 30 Jun 22 Category Equity - Dividend Yield AMC Principal Pnb Asset Mgmt. Co. Priv. Ltd. Rating ☆☆☆ Risk Moderately High Expense Ratio 2.59 Sharpe Ratio -0.24 Information Ratio 0.19 Alpha Ratio -0.77 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Jul 17 ₹10,000 31 Jul 18 ₹11,283 31 Jul 19 ₹10,324 31 Jul 20 ₹11,126 31 Jul 21 ₹16,838 31 Jul 22 ₹17,607 Returns for Principal Dividend Yield Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Aug 22 Duration Returns 1 Month 6.1% 3 Month 5.7% 6 Month -2% 1 Year 4.2% 3 Year 19.7% 5 Year 13% 10 Year 15 Year Since launch 12.8% Historical performance (Yearly) on absolute basis
Year Returns 2021 32.5% 2020 20.2% 2019 4.4% 2018 -5.2% 2017 46.6% 2016 7.2% 2015 -3.4% 2014 44.9% 2013 -5.3% 2012 41.9% Fund Manager information for Principal Dividend Yield Fund
Name Since Tenure Ratish Varier 1 Jan 22 0.58 Yr. Ashish Aggarwal 1 Jan 22 0.58 Yr. Data below for Principal Dividend Yield Fund as on 30 Jun 22
Equity Sector Allocation
Sector Value Financial Services 16.33% Technology 16% Consumer Defensive 11.13% Energy 9.62% Basic Materials 8.88% Industrials 8.12% Consumer Cyclical 7.43% Utility 5.49% Communication Services 3.81% Health Care 2.25% Asset Allocation
Asset Class Value Cash 10.94% Equity 89.05% Debt 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 31 Jul 15 | INFY8% ₹21 Cr 142,161 Reliance Industries Ltd (Energy)
Equity, Since 29 Feb 12 | RELIANCE6% ₹17 Cr 64,548 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 18 | TCS5% ₹14 Cr 42,421 Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Sep 14 | HINDUNILVR5% ₹13 Cr 58,279 NTPC Ltd (Utilities)
Equity, Since 30 Apr 18 | 5325555% ₹13 Cr 892,572
↑ 17,235 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK5% ₹13 Cr 179,100 ITC Ltd (Consumer Defensive)
Equity, Since 30 Nov 09 | ITC4% ₹11 Cr 397,734
↓ -7,666 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 13 | HDFCBANK4% ₹10 Cr 77,164 State Bank of India (Financial Services)
Equity, Since 30 Nov 08 | SBIN3% ₹8 Cr 175,968 HCL Technologies Ltd (Technology)
Equity, Since 31 Jan 18 | HCLTECH3% ₹8 Cr 82,146 4. Aditya Birla Sun Life Dividend Yield Fund
CAGR/Annualized return of 18% since its launch. Ranked 73 in Dividend Yield category. Return for 2021 was 36.2% , 2020 was 16.1% and 2019 was 3.5% . Aditya Birla Sun Life Dividend Yield Fund
Growth Launch Date 26 Feb 03 NAV (10 Aug 22) ₹251.58 ↓ -0.20 (-0.08 %) Net Assets (Cr) ₹745 on 30 Jun 22 Category Equity - Dividend Yield AMC Birla Sun Life Asset Management Co Ltd Rating ☆ Risk Moderately High Expense Ratio 2.49 Sharpe Ratio -0.45 Information Ratio -0.02 Alpha Ratio -4.08 Min Investment 1,000 Min SIP Investment 1,000 Exit Load 0-365 Days (1%),365 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Jul 17 ₹10,000 31 Jul 18 ₹9,954 31 Jul 19 ₹8,566 31 Jul 20 ₹8,960 31 Jul 21 ₹14,064 31 Jul 22 ₹14,246 Returns for Aditya Birla Sun Life Dividend Yield Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Aug 22 Duration Returns 1 Month 7.9% 3 Month 7.9% 6 Month -1.1% 1 Year 4.8% 3 Year 19.4% 5 Year 8.3% 10 Year 15 Year Since launch 18% Historical performance (Yearly) on absolute basis
Year Returns 2021 36.2% 2020 16.1% 2019 3.5% 2018 -14.6% 2017 33.2% 2016 2.6% 2015 -5.5% 2014 55.8% 2013 -3% 2012 29.4% Fund Manager information for Aditya Birla Sun Life Dividend Yield Fund
Name Since Tenure Dhaval Gala 1 Apr 22 0.33 Yr. Vinod Bhat 9 Jun 21 1.15 Yr. Data below for Aditya Birla Sun Life Dividend Yield Fund as on 30 Jun 22
Equity Sector Allocation
Sector Value Technology 22.19% Consumer Defensive 14.33% Industrials 12.36% Basic Materials 11.05% Consumer Cyclical 10.31% Energy 8.82% Utility 7.46% Financial Services 6% Health Care 2.57% Asset Allocation
Asset Class Value Cash 4.91% Equity 95.09% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 30 Jun 11 | INFY7% ₹55 Cr 378,545 ITC Ltd (Consumer Defensive)
Equity, Since 28 Feb 18 | ITC5% ₹40 Cr 1,450,000 NTPC Ltd (Utilities)
Equity, Since 31 Dec 18 | 5325555% ₹36 Cr 2,543,562 Coal India Ltd (Energy)
Equity, Since 31 Oct 18 | COALINDIA4% ₹28 Cr 1,500,001 Persistent Systems Ltd (Technology)
Equity, Since 31 Dec 18 | PERSISTENT3% ₹26 Cr 75,864 Bharat Electronics Ltd (Industrials)
Equity, Since 28 Feb 18 | BEL3% ₹25 Cr 1,050,000 Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Nov 21 | HINDUNILVR3% ₹22 Cr 100,000 LVMH Moet Hennessy Louis Vuitton SE (Consumer Cyclical)
Equity, Since 31 Jul 19 | MC3% ₹22 Cr 4,500 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Aug 19 | TCS3% ₹22 Cr 66,328 RHI Magnesita India Ltd (Industrials)
Equity, Since 31 Mar 14 | RHIM3% ₹21 Cr 411,160
↓ -106,000 5. UTI Dividend Yield Fund
CAGR/Annualized return of 14.4% since its launch. Ranked 75 in Dividend Yield category. Return for 2021 was 38.8% , 2020 was 18.9% and 2019 was 3.3% . UTI Dividend Yield Fund
Growth Launch Date 3 May 05 NAV (10 Aug 22) ₹102.681 ↓ -0.44 (-0.43 %) Net Assets (Cr) ₹2,656 on 30 Jun 22 Category Equity - Dividend Yield AMC UTI Asset Management Company Ltd Rating ☆ Risk Moderately High Expense Ratio 2.17 Sharpe Ratio -0.38 Information Ratio 0 Alpha Ratio -2.98 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Jul 17 ₹10,000 31 Jul 18 ₹11,033 31 Jul 19 ₹10,514 31 Jul 20 ₹11,072 31 Jul 21 ₹16,891 31 Jul 22 ₹17,170 Returns for UTI Dividend Yield Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Aug 22 Duration Returns 1 Month 6.8% 3 Month 4.6% 6 Month -2.5% 1 Year 2.2% 3 Year 18.4% 5 Year 12.3% 10 Year 15 Year Since launch 14.4% Historical performance (Yearly) on absolute basis
Year Returns 2021 38.8% 2020 18.9% 2019 3.3% 2018 0.5% 2017 28.5% 2016 6.1% 2015 -5.1% 2014 41.2% 2013 0.2% 2012 22.4% Fund Manager information for UTI Dividend Yield Fund
Name Since Tenure Swati Kulkarni 1 Dec 05 16.67 Yr. Data below for UTI Dividend Yield Fund as on 30 Jun 22
Equity Sector Allocation
Sector Value Technology 29.14% Consumer Defensive 18.84% Financial Services 9.58% Utility 8.75% Energy 8.25% Basic Materials 7.58% Industrials 6.86% Health Care 5.27% Consumer Cyclical 2.86% Communication Services 1.04% Asset Allocation
Asset Class Value Cash 1.82% Equity 98.18% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 30 Apr 08 | INFY9% ₹229 Cr 1,566,000 ITC Ltd (Consumer Defensive)
Equity, Since 30 Nov 07 | ITC8% ₹216 Cr 7,893,000 Tech Mahindra Ltd (Technology)
Equity, Since 31 May 17 | 5327556% ₹152 Cr 1,521,000 Mphasis Ltd (Technology)
Equity, Since 31 Mar 14 | 5262996% ₹149 Cr 648,000 NTPC Ltd (Utilities)
Equity, Since 31 Jul 05 | 5325555% ₹141 Cr 9,846,000 Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Apr 20 | HINDUNILVR4% ₹112 Cr 504,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 08 | TCS4% ₹110 Cr 337,328 Marico Ltd (Consumer Defensive)
Equity, Since 29 Feb 20 | 5316423% ₹82 Cr 1,705,500 Larsen & Toubro Infotech Ltd (Technology)
Equity, Since 30 Jun 19 | LTI3% ₹78 Cr 195,300 Torrent Pharmaceuticals Ltd (Healthcare)
Equity, Since 29 Feb 16 | TORNTPHARM3% ₹77 Cr 270,000
How to Invest in Dividend Yield Mutual Funds Online?
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FAQs
1. What are the SEBI guidelines for dividend funds?
A: As per the SEBI guidelines in dividend funds, investments must be made only in companies that provide investors with high dividends. Additionally, under this scheme, 65% of the assets must be invested in high dividend-yielding stocks.
2. What should I know before investing in dividend funds?
A: Dividend funds have been known to produce high returns. Some funds have been known to produce an annual return of 21%. However, investors must be prepared to take moderate to high risks when Investing in dividend funds.
3. Who is best suited to invest in dividend funds?
A: Wealth managers suggest that investors should be prepared to look at an investment period of 5 years for dividend funds to produce the desired returns.
4. Why should I invest in UTI Dividend Yield Fund?
A: The UTI Dividend Yield Fund is one of the best performing dividend funds. It has produced excellent returns in the past five years. The UTI Dividend Yield Fund has demonstrated a Compounded Annual Growth Rate or CAGR of 3.33%. So if you are to invest Rs.80,000 now, you can expect a Total Return of Rs 94,237.15 at the end of 5 years.
5. What is the Principal Dividend Yield Fund?
A: It consists of a diversified portfolio of companies that have been known to provide excellent dividends to investors. The particular fund has been known to produce returns of 9.56% on a 7-year Basis. The company has a diversified portfolio of investments in high and mid-cap companies.
6. Can I invest in dividend funds online?
A: Yes, you can invest online. You will have to log-in to the financial institution's account Offering the service, upload a copy of your PAN Card, Aadhar card, and Bank details. Once you have completed the registration process, you can invest in dividend funds online.
7. Why should I invest in dividend funds?
A: It is ideal for those who want to earn passive Income. This will help you achieve regular income, even if it is low. Thus, to secure your investment and generate good investment habits, you should invest in dividend funds.
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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Good information.. Should I invest in hdfc dividend yield fund whose nfo is open till 11th