scripbox logo
    scripbox logo
    search iconsearch icon
    user avatarLogin
    • right-arrow
    • Mutual Funds
      right-arrow
    • Aditya Birla Sun Life Mutual Fund
      right-arrow
    • Aditya Birla Sun Life Yield Fund Rnvstmnt Inc Dist cum Cap Wdrl (RIDCW-Q)

    Formerly Aditya BSL Div Yield Plus DR

    Aditya Birla Sun Life Mutual Fund

    Aditya Birla Sun Life Yield Fund Rnvstmnt Inc Dist cum Cap Wdrl (RIDCW-Q)

    EquityDiversified

    19.16

    NAV (Sep 21)

    10.2%
    5 Year CAGR
    Scripbox Opinion

    Neutral

    Scripbox recommends other funds for investment in diversified.

    Click here to see our recommendations.

    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).

    Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

    Our analysis of this fundLearn how we rate funds ->

    Track Record

    18 Years. The fund has an Extended history for analysis and the track record is excellent.

    Relative Size

    866 Cr. Medium within the category

    Category View

    Superior. The category has a superior investment outlook

    Consistency Of Performance

    Poor. The historical performance of the fund has been poor

    Invest in this fund
    Explore a better alternative to this fund with a Scripbox plan.
    Build Long Term Wealth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education

    No single fund can achieve what a plan can. Learn why

    chart-amc-about

    Historical NAV

    19.16

    NAV (Sep 21)

    Fund Returns

    Last 1Y
    53.7%
    Last 3Y
    13.2%
    Last 5Y
    10.2%
    Last 10Y
    11.1%
    Since Inception
    17.4%
    6 Month CAGR
    27.6%
    info-icon-blue

    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.

    Low

    Low to Moderate

    Moderate

    Moderately High

    High

    Very High

    risk-indicator-arrow.svg

    Very High Risk

    Expense Ratio
    2.45
    Launched (18y ago)
    Feb 26, 2003
    AUM in Crores
    865.040
    ISIN
    INF209K01CP1
    Lock-in
    No Lock-in
    Benchmark
    IISL Nifty Div Opportunities 50 TR INR
    SIP Minimum
    1000
    Lumpsum Min.
    5000
    Fund Managers
    user-avatar

    Vineet Maloo

    Fund Manager

    calculator

    Returns Calculator Comparison

    of

    for

    with step up of

    InstrumentReturnsTotal CorpusGainsAnnualised %
    Mutual Fund70%₹ 965,796 ₹ 233,18411.25%
    EPF70% ₹ 900,761 ₹ 168,1498.50%
    Property70% ₹ 867,662 ₹ 135,0507.00%
    PPF70% ₹ 869,819 ₹ 137,2077.10%
    Bank FD70% ₹ 846,471 ₹ 113,8596.00%
    Gold70% ₹ 846,471 ₹ 113,8596.00%
    Savings Bank70% ₹ 825,950 ₹ 93,3385.00%

    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.

    build-long-item-wealth-img

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • Inflation beating returns
      Inflation beating returns
    • Grow Wealth , Retirement , Kid's Education
      Grow Wealth , Retirement , Kid's Education
    • One click investing  tracking
      One click investing tracking
    comparison

    Comparison with Equity Funds

    Fund NameScripbox OpinionFund SizeTrack Record

    SBI Focused Equity Fund (G)

    recommended-badge

    ₹ 19,429 cr

    5

    recommended-badge

    ₹ 5,308 cr

    5

    recommended-badge

    ₹ 4,853 cr

    5

    recommended-badge

    ₹ 3,705 cr

    5

    recommended-badge

    ₹ 3,232 cr

    5

    amc-icon

    About the AMC

    Aditya Birla Sun Life AMC Ltd

    Aditya Birla Sun Life AMC Ltd manages assets worth 316,289 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.

    amc-img

  • tel-amc-about
    022-43568000
  • mail-amc-about
    care.mutualfunds@adityabirlacapital.com
  • Fund NameScripbox Opinion
    Till Date CAGR
    recommended-badge

    17%

    15%

    recommended-badge

    5.1%

    7.1%

    top-ranked-badge

    5.1%

    6.9%

    top-ranked-badge

    5.1%

    7.2%

    top-ranked-badge

    5.1%

    6.8%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Parag Parikh Flexi Cap fund (Growth)

    Parag Parikh Flexi Cap fund (Growth)

    Equity

    Diversified

    Mirae Asset Large Cap Fund (Growth)

    Mirae Asset Large Cap Fund (Growth)

    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

    How to invest in best mutual funds?

    Investing through Scripbox is made easy and paperless. All you need to do is follow the below steps and start investing.

    01

    Choose a plan

    Choose a plan to invest to start investing

    02

    Create an Account

    Create an account with Scripbox through a paperless process, to invest in this fund.

    03

    Invest online & transfer

    Invest via netbanking, UPI or through an SIP (eNACH mandate).

    04

    Track your investments

    Track, invest more and withdraw your investments through the Scripbox dashboard

    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual 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?
    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.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    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

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    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

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    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 Rnvstmnt Inc Dist cum Cap Wdrl (RIDCW-Q)

    About Aditya Birla Sun Life Yield Fund Rnvstmnt Inc Dist cum Cap Wdrl (RIDCW-Q)

    Aditya Birla Sun Life Yield Fund Rnvstmnt Inc Dist cum Cap Wdrl (RIDCW-Q) is a Diversified Equity fund and has delivered an annualised return of 17.4% over a period of 18 years. The fund was previously known as Aditya BSL Div Yield Plus DR . 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 Rnvstmnt Inc Dist cum Cap Wdrl (RIDCW-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 Rnvstmnt Inc Dist cum Cap Wdrl (RIDCW-Q) NAV,AUM,Risk

    The Aditya Birla Sun Life Yield Fund Rnvstmnt Inc Dist cum Cap Wdrl (RIDCW-Q) fund was launched on Feb 26, 2003. The NAV (Net Asset Value) of this Diversified Equity fund as of 2021-09-21 is ₹19.16. The total AUM (Asset Under Management) of the fund as of 22/09/2021 is ₹865.04. The category risk of the Aditya Birla Sun Life Yield Fund Rnvstmnt Inc Dist cum Cap Wdrl (RIDCW-Q) fund is Very High Risk. The fund charges 2.45 % as expense ratio.

    Aditya Birla Sun Life Yield Fund Rnvstmnt Inc Dist cum Cap Wdrl (RIDCW-Q) Holdings

    The fund’s highest allocation is towards Equity and has invested 96.4% in this asset class. The top three holdings of the fund are , infosys ltd , larsen & toubro infotech ltd , persistent systems ltd , itc ltd , bharat petroleum corp ltd , ntpc ltd , bharat electronics ltd , clearing corporation of india limited , icici securities ltd , lvmh moet hennessy louis vuitton se , starbucks corp , l'oreal sa , tech mahindra ltd , tata steel ltd , dhanuka agritech ltd , rhi magnesita india ltd , tata consultancy services ltd , coal india ltd , avanti feeds ltd , mphasis ltd , multi commodity exchange of india ltd , dalmia bharat ltd , national aluminium co ltd , sanofi india ltd , hcl technologies ltd , care ratings ltd , accenture plc class a , nmdc ltd , ptc india ltd , nlc india ltd , greaves cotton ltd , castrol india ltd , tamil nadu newsprint & papers ltd , akzo nobel india ltd , pfizer ltd , ghcl ltd , strides pharma science ltd , kewal kiran clothing ltd , natco pharma ltd , sonata software ltd , mahanagar gas ltd , cesc ltd , emami ltd , uti asset management co ltd , city union bank ltd , ccl products (india) ltd , margin (future and options) , oriental hotels ltd , epl ltd ordinary shares , cummins india ltd

    Aditya Birla Sun Life Yield Fund Rnvstmnt Inc Dist cum Cap Wdrl (RIDCW-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 Rnvstmnt Inc Dist cum Cap Wdrl (RIDCW-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 Rnvstmnt Inc Dist cum Cap Wdrl (RIDCW-Q) Review

    Aditya Birla Sun Life Yield Fund Rnvstmnt Inc Dist cum Cap Wdrl (RIDCW-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 Rnvstmnt Inc Dist cum Cap Wdrl (RIDCW-Q) has a score of 3 out of 5 Scipbox has rated this fund 3 out of 5 based on consistency of performance over various years / tenures.

    Get started with investing today

    Invest in the best mutual funds recommended by Scripbox that are algorithmically selected that best suit your needs.

    filter
    Show Calculator