HDFC Dividend Yield Fund Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
HDFC Dividend Yield Fund Growth Fund Overview
SIP ₹100 & Lump. ₹100
₹5,696 Cr
N/A
1.88
In respect of each purchase / switchin of units, an Exit Load of 1.00% is payable if Units are redeemed / switched-out within 1 year from the date of allotment.No Exit Load is payable if Units are redeemed / switched-out after 1 year from the date of allotment.
NIfty Dividend Opportunities 50 Total Return
HDFC Dividend Yield Fund Growth Calculate Returns
You would have got
- 1
- 2
- 3
- 4
- 5
Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 2.12 | -0.43 | 9.16 |
| 6M | 1.81 | 1.55 | 71.43 |
| 1Y | 3.28 | 4.03 | 144.98 |
| 3Y | 12.40 | 11.40 | 337.14 |
Portfolio Analysis
- Equity: 98.31%
- Debt: 0.67%
- Others
About Fund HDFC Dividend Yield Fund Growth
HDFC Dividend Yield Fund Growth managed by HDFC Mutual Fund,is a Sectoral/Thematic Fundsscheme with Assets Under Management of ₹5,696 Crore. The fund benchmarks its performance against the NIfty Dividend Opportunities 50 Total Return while maintaining an expense ratio of 1.88. Under the expert guidance of Gopal Agarwal ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Fund Managers
Gopal Agarwal
Gopal joined DSP Investment Managers in July 2018 as Head of Macro Strategy & Senior Fund Manager in Equity Investment Team. Gopal has over 20 years' of experience. Prior to joining DSP, Gopal was the Chief Investment Officer at Tata Mutual Fund. Prior to that he nearly spent a decade at Mirae Asset Mutual Fund where he was the overall CIO and strategist, responsible for building the Investment team from the start. Before that Gopal worked with SBI Mutual Fund as fund manager, managing some of its marquee funds. He has extensive experience in sectors like Oil & Gas, Petrochemicals, Capital Goods, Power, Metals, Shipping, Chemicals & Fertilizers and Engineering.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| Tata Quant Fund Growth | 0 | 61 CR | 2.42 |
| SBI Dividend Yield Fund Growth | 0 | 8,657 CR | 2 |
| HDFC Dividend Yield Fund Growth | 0 | 5,695 CR | 1.88 |
| HDFC Defence Fund Growth | 5 | 10,709 CR | 1.79 |
| Nippon India Taiwan Equity Fund Growth | 3 | 947 CR | 2.53 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundTata Quant Fund Growth | 6.1114 | 41.3425 |
| This FundSBI Dividend Yield Fund Growth | 7.9202 | 41.78 |
| This FundHDFC Dividend Yield Fund Growth | 3.2783 | 41.9967 |
| This FundHDFC Defence Fund Growth | 29.9297 | 176.771 |
| This FundNippon India Taiwan Equity Fund Growth | 141.6792 | 319.4336 |
HDFC Dividend Yield Fund Growth FAQs
- 1 Month : 2.12%
- 6 Months : 1.81%
- 1 Year : 3.28%
- 3 Years : 12.40%
