HDFC DIVIDEND YIELD FUND
Dividend Yield Fund
Launch Date: 27 Nov 2020
Suitable for
Investment Period
5+ year investments
Moderate risk investors
Okay with some fluctuations but prefer steadier growth.
HDFC DIVIDEND YIELD FUND
Dividend Yield Fund
Fund Health
Returns 📈
Typically 18-21% if held 5+ years
Risk ⚠️
Risk of less than FD returns -
Very Low
Quality 🏆
Extra Returns for the Risk -
Strong
Consistency of Performance -
Good
Peer Performance
| Fund | Rolling 5Y Returns | Last 3Y Returns | Risk < FD Returns | Consistency Of Performance |
|---|---|---|---|---|
Hdfc Dividend Yield Fund New | 20% | 15% | 0% | Good |
Icici Prudential Dividend Yield Equity Fund | 18% | 21% | 22% | Strong |
Franklin India Dividend Yield Fund | 18% | 15% | 13% | Average |
Nifty 500 Benchmark | 15% | 16% | 9% | — |
Dividend Yield Fund Category Average | 16% | 17% | 15% | — |
Return
Recent
Good
Better or close to other funds / index
Overall
Good
Done well in recent years, but average long-term performance
Risk
Risk of low returns
Good
Better or close to other funds in avoiding low returns
Extra Return for the Risk
Good
Delivers strong returns for the risk taken compared to peers
Consistency
Good
Consistently outperforms - rarely underperforms compared to peers
Overall Performance
Overall
Good
Strong overall performance across all metrics
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Details
AUM
₹1644 Cr
Expense Ratio
0.70%
Exit Load
• Exit load of 1.00% is payable if Units are redeemed / switched-out within 1 year from the date of allotment of units. • No Exit Load is payable if Units are redeemed / switched-out after 1 year from the date of allotment
Minimum Amount
₹5000.00
Fund Manager
FM 1 - Mr.Gopal Agarwal, FM 2 - Mr. Dhruv Muchhal
Fund House
HDFC Asset Management Company Limited
Launch Date
27 Nov 2020
Age
5 years
Category
Dividend Yield Fund
Benchmark
Nifty 500 TRI
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