Diversified funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).
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Scheme Information
Investment Objective
An Open-ended growth scheme with the objective to provide capital growth and income by investing primarily in a well-diversified portfolio of dividend paying companies that have a relatively high dividend yield.
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Aditya Birla Sun Life AMC Ltd manages assets worth 295,814 crores and was set up on 5 September 1994. It's current offering of mutual fund schemes includes 83 equity,329 debt and 19 hybrid funds.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
What Scripbox recommendations mean?
Recommended
Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
Top Ranked
Neutral
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
Fund Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Sub-asset Class View
We check if the sub-category of the fund is recommended by us.
Fund Performance
Consistency of performance over various tenures is analysed for a relative performance stack.
Track Record
We look at consistent and long historical performance for our analysis.
Fund Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Impact of Interest Rates
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Credit Attractiveness
We check the credit quality of the underlying instruments present in the fund. Higher the better.
Equity Funds
Debt Funds
About Aditya Birla Sun Life Yield Fund Inc Dist cum Cap Wdrl (D-Q)
About Aditya Birla Sun Life Yield Fund Inc Dist cum Cap Wdrl (D-Q)
Aditya Birla Sun Life Yield Fund Inc Dist cum Cap Wdrl (D-Q) is a diversified equity fund and has delivered an annualised return of 17.3% over a period of 18 years .The fund was previously known as Aditya BSL Div Yield Plus DP.The fund is managed by Aditya Birla Sun Life AMC Ltd.The fund manager’s name is Vineet Maloo.
Aditya Birla Sun Life Yield Fund Inc Dist cum Cap Wdrl (D-Q) Investment Objective
An Open-ended growth scheme with the objective to provide capital growth and income by investing primarily in a well-diversified portfolio of dividend paying companies that have a relatively high dividend yield. However, there is no assurance that the objective of the scheme will be realized.
Aditya Birla Sun Life Yield Fund Inc Dist cum Cap Wdrl (D-Q) NAV,AUM,Risk
The Aditya Birla Sun Life Yield Fund Inc Dist cum Cap Wdrl (D-Q) fund was launched on Feb 26, 2003. The NAV (Net Asset Value) of this diversified equity as of 2021-07-28 is ₹ 18.55. The total AUM (Asset Under Management) of the fund as of 2021-07-29 is ₹ 833.593. The category risk of the Aditya Birla Sun Life Yield Fund Inc Dist cum Cap Wdrl (D-Q) fund is Very High Risk.
The fund charges 2.49 % as expense ratio.
Aditya Birla Sun Life Yield Fund Inc Dist cum Cap Wdrl (D-Q) Holdings
The fund’s highest allocation is towards equity and has invested 98.8% in this asset class. The top three holdings of the fund are infosys ltd,persistent systems ltd and itc ltd
Aditya Birla Sun Life Yield Fund Inc Dist cum Cap Wdrl (D-Q) SIP
The minimum SIP (Systematic Investment Plan) amount for this is ₹ 1000 and you can increase this in multiples of ₹ 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 5000.
Aditya Birla Sun Life Yield Fund Inc Dist cum Cap Wdrl (D-Q) Investment volatility and Horizon
This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to IISL Nifty Div Opportunities 50 TR INR
Aditya Birla Sun Life Yield Fund Inc Dist cum Cap Wdrl (D-Q) Review
Aditya Birla Sun Life Yield Fund Inc Dist cum Cap Wdrl (D-Q) has a score of 3 on a scale of 5. The fund scores 5 out of 5 based on historical performance. As compared to the other funds in its category, Aditya Birla Sun Life Yield Fund Inc Dist cum Cap Wdrl (D-Q) has a score of 3 out of 5.
Scipbox has rated this fund 2 out of 5 based on consistency of performance over various years / tenures.
