SBI Dividend Yield Fund(G)-Direct Plan
View the regular plan of this scheme
Rs 14.3009 -0.146(-1.011 %) NAV as on 01 Apr 2025
Scheme Objective: The investment objective of the scheme is to provide investors with opportunities for capitalappreciation and/or dividend distribution by investing predominantly in a well-diversified portfolio of equity and equity related instruments of dividend yielding companies. However, there can be no assurance that the investment objective of the Scheme will be realized.
Performance (As on 01 Apr 2025)
6 month returns | 1 year returns | 3 year returns | 5 year returns | Returns since inception | |
---|---|---|---|---|---|
Scheme | -12.97 % | 3.71 % | N/A | N/A | 19.05 % |
NIFTY 500 | -13.19 % | 2.82 % | 11.77 % | 25.51 % | N/A |
Portfolio
Dividend yield funds invest the majority of their portfolio in stocks which are trading at dividend yields higher than a defined index. High dividend yield stocks are usually large, stable, cash-rich companies that are currently trading at low valuations. Dividend yield, therefore, is a strategy to pick quality stocks at low price-earnings. These funds are not required to pay steady dividends to their investors, even if they invest in high dividend yield stocks. The Nifty 500 or BSE 500 can be used as benchmarks to measure performance.
Dividend yield funds suit investors with moderate to high risk appetites. The minimum period for which these funds need to be held is 5 years.