SBI Dividend Yield Fund Performance and Investment Benefits

The SBI Dividend Yield Fund is a popular investment option that offers a unique combination of dividend income and potential long-term growth. It aims to provide a relatively stable income stream to investors.

The fund has a diversified portfolio that invests in a mix of dividend-paying stocks, which helps to reduce risk and increase potential returns. This approach has been successful, as the fund has consistently delivered returns that are higher than the benchmark.

Investors in the SBI Dividend Yield Fund can expect to receive regular dividend payments, which can be a great source of passive income. The fund's dividend yield is around 4-5%, which is higher than many other investment options.

The SBI Dividend Yield Fund is a suitable option for investors who are looking for a relatively stable source of income and are willing to take on some level of risk.

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If you're considering investing in the SBI Dividend Yield Fund, you'll want to know about the plan options available to you.

You can start investing with a minimum SIP of Rs 500, making it an affordable option for those looking to dip their toes into the world of mutual funds.

The fund also allows for lumpsum investments of Rs 5000, giving you the flexibility to invest a larger sum of money at once.

The expense ratio of this fund is a reasonable 1.77%, which is lower than some other funds on the market.

To give you a better idea of the plan options, here are the details:

With these plan options, you can choose the investment strategy that works best for you and your financial goals.

The SBI Dividend Yield Fund has shown a 10.77% return over the past year, which is a significant improvement compared to the category average of 12.86%. Its absolute returns since inception have been 44.54%, indicating a strong performance over time.

In the past year, the fund has outperformed the Nifty 50 by 5.26 percentage points, with a return of 12.80% compared to the Nifty 50's 7.54%. This is a notable achievement, especially considering the fund's category average return of 15.20%.

The fund's performance over various time periods is as follows:

It's worth noting that the fund's returns have been volatile, with a 1-week return of -2.20% and a 3-month return of -8.75%. However, its returns have consistently outperformed the category average over the long term, making it a solid investment option for those looking for stable growth.

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The SBI Dividend Yield Fund is a popular choice among investors seeking regular income. It offers a dividend yield of around 6-7% per annum.

The fund has a moderate risk profile, making it suitable for investors with a medium-term investment horizon of 3-5 years. This aligns with the fund's investment objective of providing regular income and moderate capital appreciation.

The fund's investment strategy involves investing in a diversified portfolio of high-yielding dividend-paying stocks. This approach helps to reduce risk and increase potential returns.

The fund's net asset value (NAV) has consistently grown over the years, with a 5-year annualized return of around 10-12%. This makes it an attractive option for investors seeking long-term growth.

The fund's expense ratio is around 1.5% per annum, which is relatively low compared to other funds in the same category. This means that investors can keep more of their investment returns.

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