Top Performed Dividend Yield Fund in 10 Years

The below table shows a list Of the Top Performed Dividend Yield Funds in 10 Years based on AUM, NAV, and minimum SIP.

What Is a Dividend Yield Fund?

A Dividend Yield Fund is a type of mutual fund that primarily invests in stocks of companies known for paying high dividends relative to their share prices. These funds aim to provide investors with a steady income stream through dividends, while also offering potential for capital appreciation.

Dividend Yield Funds typically focus on well-established, financially stable companies with a history of consistent dividend payments. This strategy provides a balance between income generation and growth potential within an investment portfolio.

These funds can be attractive to income-seeking investors, particularly retirees or those looking for regular cash flow from their investments. However, it’s important to note that dividend payments are not guaranteed and can fluctuate based on company performance and market conditions.

Best Top Performed Dividend Yield Fund in 10 Years

The table below shows the Best Top Performed Dividend Yield Fund in 10 Years based on the lowest to highest expense ratio.

List Of Top Performed Dividend Yield Funds in 10 Years

The table below shows a List Of Top Performed Dividend Yield Funds in 10 Years based on the Highest 3Y CAGR.

Top Performed Dividend Yield Fund in 10 Years

The table below shows the Top Performed Dividend Yield Fund in 10 Years based on exit load, i.e., the fee that the AMC charges investors when they exit or redeem their fund units.

Who Should Invest In Top Performed Dividend Yield Fund in 10 Years?

Top-performing Dividend Yield Funds over the past 10 years are suitable for investors seeking a balance between regular income and potential capital appreciation. These funds are ideal for those who prefer a more conservative approach to equity investing and seek relatively stable returns over the long term.

Retirees or individuals nearing retirement may find these funds attractive, as they provide a steady income stream to supplement pensions or other sources of income. The focus on dividend-paying stocks can also offer some protection against market volatility.

However, investors should have a long-term investment horizon and be comfortable with the risks associated with equity investments. It’s important to align the investment with personal financial goals and risk tolerance.

How To Invest In Top Performed Dividend Yield Fund in 10 Years?

To invest in the Top Performed Dividend Yield Fund in 10 Years, start by researching funds with consistent long-term performance. Compare their expense ratios, returns, and dividend payout history. Open an account with a reliable broker, like Alice Blue to access these funds.

Choose between lump sum investments or Systematic Investment Plans (SIPs) based on your financial situation and goals. SIPs allow for regular, smaller investments and can help average out market volatility over time.

Consider factors such as fund size, investment strategy, and the fund manager’s track record. Review the fund’s portfolio to ensure it aligns with your investment objectives. Regularly monitor the fund’s performance and rebalance your portfolio as needed.

Explain Performance Metrics Of Best Performed Dividend Yield Fund in 10 Years?

Performance metrics for the Best Performed Dividend Yield Funds in 10 Years typically include total returns, dividend yield, and consistency of dividend payments. Total returns consider both capital appreciation and dividend income, providing a comprehensive view of the fund’s performance over the decade.

The fund’s ability to maintain or grow its dividend yield over time is crucial. This metric indicates the fund’s success in selecting companies with sustainable dividend policies. Consistency in dividend payments is also important, as it reflects the fund’s stability.

Other key metrics include the fund’s performance relative to its benchmark index and peer group. Risk-adjusted returns, measured by ratios such as the Sharpe ratio, help assess the fund’s performance about the risk taken.

Explain the Benefits Of Investing In Top Performed Dividend Yield Fund in 10 Years.

The main benefits of investing in a Top Performed Dividend Yield Fund in 10 Years include regular income, potential for capital appreciation, lower volatility, and diversification. These factors make them attractive for investors seeking a balanced approach to equity investing.

• Regular Income: These funds focus on companies with consistent dividend payouts, providing a steady income stream for investors. This can be particularly beneficial for retirees or those seeking regular cash flow.

• Capital Appreciation: While prioritizing dividends, these funds also offer potential for capital growth. The reinvestment of dividends can significantly boost long-term returns through compounding.

• Lower Volatility: Dividend-paying stocks tend to be less volatile than growth stocks. This can provide some cushion during market downturns, potentially leading to more stable returns over time.

• Diversification: These funds typically invest across various sectors, offering diversification within a single investment. This can help spread risk and reduce portfolio volatility.

• Quality Focus: Dividend Yield Funds often invest in well-established companies with strong financials, providing exposure to high-quality stocks with proven track records.

Explain the Challenges Of Investing In Best Performed Dividend Yield Fund in 10 Years.

The main challenges of investing in the performed Dividend Yield Fund in 10 Years include interest rate sensitivity, sector concentration, dividend sustainability, tax implications, and potential for underperformance in growth-driven markets. These factors require careful consideration when investing.

• Interest Rate Sensitivity: Dividend yield funds can be sensitive to interest rate changes. Rising rates may make fixed-income investments more attractive, potentially impacting the fund’s performance.

• Sector Concentration: These funds may have higher exposure to certain sectors like utilities or financials, which traditionally offer higher dividends. This concentration can increase sector-specific risks.

• Dividend Sustainability: Companies may reduce or eliminate dividends during economic downturns. The fund’s performance can suffer if multiple holdings cut their dividends simultaneously.

• Tax Implications: Dividend income is taxable, which can impact the overall return, especially for investors in higher tax brackets. It’s important to consider the tax efficiency of these funds.

• Growth Limitation: In strong bull markets, dividend yield funds may underperform growth-oriented funds. This can result in opportunity costs during periods of rapid market appreciation.

Introduction to Top Performed Dividend Yield Fund in 10 Years

SBI Dividend Yield Fund Direct-Growth

SBI Dividend Yield Fund Direct-Growth is a mutual fund offered by SBI Mutual Fund, focusing on dividend yield stocks. This investment option has been available for approximately 1 year and 5 months, with its inception date being February 20, 2023.

The SBI Dividend Yield Fund falls under the Dividend Yield Fund category and currently manages assets worth ₹7,629.65 crores. Although it doesn’t have a 5-year CAGR due to its recent launch, it imposes an exit load of 1% and has an expense ratio of 0.73%. SEBI classifies this fund as very high risk. The fund’s asset allocation is as follows: Equity 89.66%, REITs & InvIT 5.25%, Cash & Equivalents 5.09%.

HDFC Dividend Yield Fund Direct-Growth

HDFC Dividend Yield Fund Direct-Growth is an investment product from HDFC Mutual Fund that targets dividend-paying stocks. This fund has been operational for 3 years and 8 months, having commenced on November 27, 2020.

The HDFC Dividend Yield Fund is categorized as a Dividend Yield Fund and manages assets worth ₹5,617.54 crores. As it is relatively new, it does not have a 5-year CAGR. The fund charges an exit load of 1% and has an expense ratio of 0.56%. SEBI rates its risk level as very high. The fund’s current asset allocation is as follows: Equity 98.08%, Cash & Equivalents 1.01%, REITs & InvIT 0.84%, Rights 0.07%.

UTI Dividend Yield Fund Direct-Growth

UTI Dividend Yield Fund Direct-Growth is a mutual fund scheme offered by UTI Mutual Fund, concentrating on stocks with attractive dividend yields. This investment vehicle has been in the market for 11 years and 6 months, having been launched on January 1, 2013.

The UTI Dividend Yield Fund belongs to the Dividend Yield Fund category and manages assets totalling ₹4,071.32 crores. It boasts a 5-year CAGR of 23.81% and imposes an exit load of 1%. The fund’s expense ratio is 1.39%, and SEBI categorizes it as very high risk. Its current asset allocation is as follows: Equity 94.87%, Cash & Equivalents 4.89%, Treasury Bills 0.24%.

ICICI Prudential Dividend Yield Equity Fund Direct-Growth

ICICI Prudential Dividend Yield Equity Fund Direct-Growth is a mutual fund offering from ICICI Prudential Mutual Fund that focuses on dividend-yielding stocks. This investment option has been available for 10 years and 3 months, having started on April 25, 2014.

The ICICI Pru Dividend Yield Equity Fund falls under the Dividend Yield Fund category, managing assets worth ₹3,930.84 crores. It has achieved a 5-year CAGR of 27.93% and charges an exit load of 1%. The fund’s expense ratio is 0.54%, and SEBI rates its risk as very high. The current asset allocation is as follows: Equity 92.13%, Cash & Equivalents 6.06%, REITs & InvIT 1.34%, Treasury Bills 0.47%, Rights 0.01%, Others 0.00%.

Templeton India Equity Income Direct Plan-Growth

Templeton India Equity Income Direct Plan-Growth is a mutual fund scheme from Franklin Templeton Mutual Fund that targets stocks with attractive dividend yields. This investment option has been in existence for 11 years and 6 months, having been launched on January 1, 2013.

The Templeton India Equity Income Fund is classified as a Dividend Yield Fund and manages assets worth ₹2,325.52 crores. It has delivered a 5-year CAGR of 27.35% and imposes an exit load of 1%. The fund’s expense ratio is 1.25%, and SEBI categorizes it as very high risk. Its current asset allocation is as follows: Equity 83.52%, Cash & Equivalents 7.13%, REITs & InvIT 6.07%, ADR & GDR 1.71%, Mutual Funds 1.55%, Others 0.02%.

Aditya Birla Sun Life Dividend Yield Fund Direct-Growth

Aditya Birla Sun Life Dividend Yield Fund Direct-Growth is a mutual fund offering from Aditya Birla Sun Life Mutual Fund that focuses on dividend-yielding stocks. This investment vehicle has been available for 11 years and 6 months, having commenced on January 1, 2013.

The Aditya Birla Sun Life Dividend Yield Fund falls under the Dividend Yield Fund category and manages assets totalling ₹1,366.05 crores. It has achieved a 5-year CAGR of 26.25% and charges an exit load of 1%. The fund’s expense ratio is 1.42%, and SEBI rates its risk as very high. The current asset allocation is as follows: Equity 98.30%, Cash & Equivalents 1.70%.

Tata Dividend Yield Fund Direct-Growth

Tata Dividend Yield Fund Direct-Growth is a mutual fund scheme offered by Tata Mutual Fund that focuses on stocks with attractive dividend yields. This investment option has been available for 3 years and 2 months, having been launched on May 3, 2021.

The Tata Dividend Yield Fund is categorized as a Dividend Yield Fund and manages assets totalling ₹998.06 crores. As it is relatively new, it does not have a 5-year CAGR. The fund charges an exit load of 1% and has an expense ratio of 0.47%. SEBI classifies its risk level as Very High. The current asset allocation is as follows: Equity: 96.13%, Cash & Equivalents: 3.52%, Mutual Funds: 0.33%, Rights: 0.02%.

Sundaram Dividend Yield Fund Direct-Growth

The Sundaram Dividend Yield Fund Direct-Growth is a mutual fund offered by Sundaram Mutual Fund, concentrating on dividend-paying stocks. This investment vehicle has been operational for 11 years and 6 months, having commenced on January 1, 2013.

The Sundaram Dividend Yield Fund falls under the Dividend Yield Fund category and manages assets totalling ₹923.54 crores. It has achieved a 5-year CAGR of 24.02% and imposes an exit load of 1%. The fund’s expense ratio is 0.97%, and SEBI classifies its risk level as Very High. Its current asset allocation is as follows: Equity: 94.00%, Mutual Funds: 2.80%, Cash & Equivalents: 2.34%, Rights: 0.86%, Preferred Shares: 0.00%.

Best Top Performed Dividend Yield Fund in 10 Years – FAQs

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Disclaimer: The above article is written for educational purposes only. The data about the companies mentioned may change over time. The securities quoted are exemplary and not intended as recommendations.