LIC MF Dividend Yield Fund
Dividend Yield Fund
Launch Date: 3 Dec 2018
Suitable for
Investment Period
5+ year investments
Moderate risk investors
Okay with some fluctuations but prefer steadier growth.
LIC MF Dividend Yield Fund
Dividend Yield Fund
Fund Health
Returns 📈
Typically 21-26% if held 5+ years
Risk ⚠️
Risk of less than FD returns -
Very Low
Quality 🏆
Extra Returns for the Risk -
Average
Consistency of Performance -
Good
Peer Performance
| Fund | Rolling 5Y Returns | Last 3Y Returns | Risk < FD Returns | Consistency Of Performance |
|---|---|---|---|---|
Lic Mf Dividend Yield Fund | 23% | 19% | 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
Long Term -
Good
Better or close to other funds / index
Recent
Good
Better or close to other funds / index
Overall
Strong
Does well in both long-term and recent performance
Risk
Risk of low returns
Good
Better or close to other funds in avoiding low returns
Extra Return for the Risk
Average
Delivers moderate returns for the risk taken compared to peers
Consistency
Average
Sometimes outperforms, sometimes underperforms compared to peers
Overall Performance
Overall
Average
Moderate overall performance across all metrics
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Details
AUM
₹43 Cr
Expense Ratio
0.74%
Exit Load
Nil, If units of the Scheme are redeemed or switched out up to 12% of the units (the limit) within 12 months from the date of allotment. 1% of the applicable NAV, If units of the scheme are redeemed or switched out in excess of the limit within 12 months from the date of allotment. Nil, If units of scheme are redeemed or switched out after 12 months from the date of allotment
Minimum Amount
N/A
Fund Manager
FM 1: Mr. Dikshit Mittal ; FM 2: Mr. Karan Doshi
Fund House
LIC Mutual Fund Asset Management Limited
Launch Date
3 Dec 2018
Age
7 years
Category
Dividend Yield Fund
Benchmark
Nifty 500 TRI
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