Birla Sun Life Dividend Yield Plus (Equity, Mid Cap)

178.87
21.52%
3
Capital Appreciation
Long Term Horizon
Moderately High
2.28%
14 yrs 10 months26 Feb 2003
₹ 1110.77 Cr11 Dec 2017

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Minimum Investment

  • ₹ 1000.00 for Lumpsum

Exit Load

Investment Objective

The scheme aims to generate returns by investing in high dividend paying companies. It would aim to build a portfolio that provides high dividend yield, substantial capital protection and a strong possibility of capital gains.

Scheme Documents

TenureReturns (CAGR)
YTD
29.02
1 Month
0.40
3 Month
0.62
1 YR
25.04
2 YR
17.17
3 YR
8.14
TenureReturns (CAGR)
1 YR
17.96
2 YR
19.84
3 YR
14.13
5 YR
15.84
10 YR
14.99

Portfolio

Company Name% Assets
ICICI Bank Ltd.6.9
Vedanta Ltd.6.71
Hindustan Petroleum Corpn. Ltd.5.14
Dalmia Bharat Ltd.3.53
Bharat Petroleum Corpn. Ltd.3.11
Mahanagar Gas Ltd.2.97
Hindustan Zinc Ltd.2.66
IIFL Holdings Ltd.2.45
Kewal Kiran Clothing Ltd.2.29
Procter & Gamble Hygiene & Health Care Ltd.2.2

Top Sectoral Holdings

Sector Name% Assets
Financial22.36
Energy18.64
Metals10.94
Construction8.07
Technology5.62
Chemicals5.44
FMCG5.4
Healthcare5.37
Services5.24
Textiles4.44

Indicators

Portfolio turnover ratio44
Standard Deviation14.03%
Beta0.95%
Sharpe Ratio0.28

Satyabrata Mohanty,Vineet Maloo

Mr. Mohanty is a B.Com (H), Chartered Accountant and CFA.Mr. Maloo is a Chartered Accountant.
He has been part of Birla group since last 17 years. He has over 12 years of experience in Finance and Research. He has handled responsibilities across Fund Management (Equity & Debt), Trading and Credit Research functions. Prior to joining BSLAMC, he has worked with Aditya Birla Management Corporation Ltd & joined ABG as a management Trainee.Prior to joining Birla Sun Life AMC he has worked with Hindalco.
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