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
₹8,059 Cr
N/A
2.05
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 | -5.57 | -1.45 | 8.60 |
| 6M | -3.95 | 0.94 | 12.71 |
| 1Y | -5.08 | 2.62 | 90.88 |
| 3Y | 7.98 | 11.93 | 281.41 |
Portfolio Analysis
- Equity: 90.20%
- Debt: 1.74%
- 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 ₹8,059 Crore. The fund benchmarks its performance against the NIfty 500 Total Return while maintaining an expense ratio of 2.05. 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 |
|---|---|---|---|
| ICICI Prudential ESG Exclusionary Strategy Fund Growth | 0 | 1,275 CR | 2.32 |
| Quant Business Cycle Fund Growth | 0 | 929 CR | 3.01 |
| SBI Dividend Yield Fund Growth | 0 | 8,058 CR | 2.05 |
| UTI Gold Exchange Traded Fund Growth | 0 | 4,406 CR | 0.59 |
| Nippon India Taiwan Equity Fund Growth | 3 | 1,147 CR | 2.34 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundICICI Prudential ESG Exclusionary Strategy Fund Growth | -14.1804 | 25.5711 |
| This FundQuant Business Cycle Fund Growth | -1.6808 | 25.8811 |
| This FundSBI Dividend Yield Fund Growth | -5.0753 | 25.8882 |
| This FundUTI Gold Exchange Traded Fund Growth | 12.1953 | 131.1935 |
| This FundNippon India Taiwan Equity Fund Growth | 88.3403 | 266.0214 |
SBI Dividend Yield Fund Growth FAQs
- 1 Month : -5.57%
- 6 Months : -3.95%
- 1 Year : -5.08%
- 3 Years : 7.98%
