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

Moderately High
14 yrs 12 monthsStarted on:26 Feb 2003
₹ 1082.09 Cras on: 16 Feb 2018
Long Term Horizon
2.28%
Capital Appreciation

Minimum Investment

  • ₹ 1000.00 for Lumpsum

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.

Exit Load

Scheme Documents

Similar Funds
Mirae Asset Emerging Bluechip Fund
Return (CAGR) 23.42%
Crisil Ranking 2
Value Research
UTI-Mid Cap Fund
Return (CAGR) 19.79%
Crisil Ranking 4
Value Research
HDFC Mid-Cap Opportunities Fund
Return (CAGR) 17.74%
Crisil Ranking 3
Value Research
Franklin India PRIMA FUND
Return (CAGR) 20.80%
Crisil Ranking 3
Value Research
DSP BlackRock Small And Mid Cap Fund
Return (CAGR) 16.47%
Crisil Ranking 3
Value Research
Birla Sun Life Midcap Fund -PLAN
Return (CAGR) 25.13%
Crisil Ranking 3
Value Research
SBI Magnum Global Fund
Return (CAGR) 15.15%
Crisil Ranking 4
Value Research
Axis Mid Cap Fund
Return (CAGR) 18.48%
Crisil Ranking 5
Value Research
RELIANCE GROWTH FUND
Return (CAGR) 23.55%
Crisil Ranking 2
Value Research
ICICI Prudential Indo Asia Equity Fund
Return (CAGR) 10.94%
Crisil Ranking NA
Value Research
Baroda Pioneer Mid-Cap Fund - Plan A
Return (CAGR) -0.48%
Crisil Ranking NA
Value Research NA
Motilal Oswal MOSt Focused Midcap 30 Fund
Return (CAGR) 25.52%
Crisil Ranking 5
Value Research

Tenure

TenureReturns (CAGR)
3 Month1.39
1 YR15.44
2 YR22.95
3 YR6.80

SIP Returns

TenureReturns (CAGR)
1 YR6.59
2 YR15.59
3 YR12.59
5 YR14.57
10 YR14.5

Portfolio

Company Name% Assets
Vedanta Ltd.7.65
ICICI Bank Ltd.5.87
Dalmia Bharat Ltd.3.25
IIFL Holdings Ltd.2.9
Hindustan Petroleum Corpn. Ltd.2.76
Hindustan Zinc Ltd.2.72
Mahanagar Gas Ltd.2.71
Sanofi India Ltd.2.43
Dhanuka Agritech Ltd.2.38
Sun TV Network Ltd.2.28

Top Sectoral Holdings

Sector Name% Assets
Financial22.89
Energy14.88
Metals11.82
Construction7.75
Technology6.43
Chemicals5.85
Services5.75
FMCG5.55
Healthcare4.86
Textiles4.16

Indicators

LabelValue
Portfolio turnover ratio36
Standard Deviation14.12%
Beta0.99%
Sharpe Ratio0.4

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.
© CRISIL Limited 2017. All Rights Reserved