SBI Dividend Yield Growth Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹5,000

SBI Dividend Yield Growth Direct Plan

NAV
₹14.8000
-2.15%
(13 Mar)
AUM
8,987 Cr
TER
0.83%
Risk
Very High Risk
Insights
Net Asset Value (NAV) is below its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+10.0%
+9.6%
+8.2%
+7.8%
+7.2%
+7.0%
3Y
+21.9%
+18.5%
+18.6%
+20.3%
NA
+17.4%
5Y
+21.3%
+17.8%
+15.7%
+15.9%
NA
+15.7%
ALL
+15.8%
+13.3%
+13.4%
+16.8%
+14.0%
+11.7%
VOL
14.8%
15.1%
14.6%
16.1%
11.6%
-
TER
0.6%
1.4%
1.4%
0.8%
0.8%
-
AUM
₹6,531 Cr
₹1,495 Cr
₹3,880 Cr
₹662 Cr
₹8,987 Cr
-
INFO
1.07
0.88
0.92
1.05
1.20
-
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
SBI Dividend Yield (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 28th Feb
Top holdings
HDFC Bank Ltd
8.2%
ICICI Bank Ltd
6.2%
State Bank of India
5.5%
Larsen & Toubro Ltd
5.4%
Infosys Ltd
4.7%
Power Grid Corp Of India Ltd
4.0%
Tata Consultancy Services Ltd
3.9%
Maruti Suzuki India Ltd
3.8%
Oil & Natural Gas Corp Ltd
3.1%
GAIL (India) Ltd
2.8%
Top industry exposure
Financial Services
25.9%
Technology
11.5%
Consumer Cyclical
11.1%
Industrials
9.3%
Basic Materials
8.6%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
16%
Lock-in period
-
Exit load
• 1% for redemption within 30 days
Fund objective
The investment objective of the scheme is to provide investors with opportunities for capital appreciation and/or dividend distribution by investing predominantly in a well-diversified portfolio of equity and equity related instruments of dividend yielding companies.
Fund manager(s)
Nidhi Chawla

FAQs