SBI Dividend Yield Fund Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
SBI Dividend Yield Fund Growth Fund Overview
SIP ₹500 & Lump. ₹5000
₹8,554 Cr
N/A
1.96
For exit within 30 days from the date of allotment - 1 %.For exit after 30 days from the date of allotment - Nil.
NIfty 500 Total Return
SBI Dividend Yield Fund Growth Calculate Returns
You would have got
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -2.45 | -1.15 | 8.60 |
| 6M | 8.81 | 2.98 | 39.71 |
| 1Y | 1.79 | 3.57 | 123.52 |
| 3Y | 10.03 | 12.20 | 340.48 |
Portfolio Analysis
- Equity: 87.77%
- Debt: 4.58%
- Others
About Fund SBI Dividend Yield Fund Growth
SBI Dividend Yield Fund Growth managed by SBI Mutual Fund,is a Sectoral/Thematic Fundsscheme with Assets Under Management of ₹8,554 Crore. The fund benchmarks its performance against the NIfty 500 Total Return while maintaining an expense ratio of 1.96. Under the expert guidance of Nidhi Chawla ,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
Nidhi Chawla
Ms. Nidhi Chawla holds BBS degree and has also done MBE and CFA. She has over 7 years experience in Mutual Fund Industry. She joined SBI Mutual Fund in May 2007. She has been working as an equity research analyst covering various sectors including Real Estate, Infrastructure and Construction.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| Aditya Birla Sun Life ESG Integration Strategy Fund Growth | 0 | 579 CR | 2.43 |
| HDFC Dividend Yield Fund Growth | 0 | 5,587 CR | 1.89 |
| SBI Dividend Yield Fund Growth | 0 | 8,553 CR | 1.96 |
| HDFC Defence Fund Growth | 5 | 11,477 CR | 1.78 |
| Nippon India Taiwan Equity Fund Growth | 3 | 1,128 CR | 2.4 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundAditya Birla Sun Life ESG Integration Strategy Fund Growth | -1.7877 | 31.5868 |
| This FundHDFC Dividend Yield Fund Growth | -2.6282 | 32.0945 |
| This FundSBI Dividend Yield Fund Growth | 1.7879 | 33.1974 |
| This FundHDFC Defence Fund Growth | 21.6756 | 157.6071 |
| This FundNippon India Taiwan Equity Fund Growth | 120.5351 | 322.6927 |
SBI Dividend Yield Fund Growth FAQs
- 1 Month : -2.45%
- 6 Months : 8.81%
- 1 Year : 1.79%
- 3 Years : 10.03%
