Birla Sun Life Dividend Yield Plus (Equity, Mid Cap)

Moderately High
15 yrs 3 monthsStarted on:26 Feb 2003
₹ 992.19 Cras on: 22 May 2018
Long Term Horizon
2.32%
Capital Appreciation

Minimum Investment

  • ₹ 1000.00 for Lumpsum

Investment Objective

The scheme aims to generate returns by investing in high dividend paying companies. It would aim to build a portfolio that provides high dividend yield, substantial capital protection and a strong possibility of capital gains.

Exit Load

Scheme Documents

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Tenure

TenureReturns (CAGR)
1 YR3.39
2 YR15.11
3 YR6.42

SIP Returns

TenureReturns (CAGR)
2 YR5.06
3 YR7.69
5 YR10.87
10 YR12.88

Portfolio

Company Name% Assets
ICICI Bank Ltd.4.58
ITC Ltd.4.05
Infosys Ltd.3.92
IIFL Holdings Ltd.2.79
Tech Mahindra Ltd.2.7
Tata Steel Ltd.2.7
Sanofi India Ltd.2.6
Mahanagar Gas Ltd.2.57
Procter & Gamble Hygiene & Health Care Ltd.2.4
Pfizer Ltd.2.23

Top Sectoral Holdings

Sector Name% Assets
Financial22.67
Technology12.41
FMCG9.64
Construction9.36
Energy9.23
Healthcare6.45
Metals5.65
Chemicals5.63
Engineering5.35
Services5.24

Indicators

LabelValue
Portfolio turnover ratio53
Standard Deviation14.63%
Beta0.99%
Sharpe Ratio0.36

Satyabrata Mohanty,Vineet Maloo

Mr. Mohanty is a B.Com (H), Chartered Accountant and CFA.Mr. Maloo is a Chartered Accountant.
He has been part of Birla group since last 17 years. He has over 12 years of experience in Finance and Research. He has handled responsibilities across Fund Management (Equity & Debt), Trading and Credit Research functions. Prior to joining BSLAMC, he has worked with Aditya Birla Management Corporation Ltd & joined ABG as a management Trainee.Prior to joining Birla Sun Life AMC he has worked with Hindalco.
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