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A Winning Combination that is Value Worth Investing

People typically earn a large portion of Author image their total income from their salary income each year; however, properly planned savings and investments in the financial markets can actually convert nominal savings into large portfolios of investment, which will undoubtedly yield that investor quite good investment earnings over time.

An ideal combination that ultimately provides you the opportunity to earn money safely while reaping the rewards of a rapidly expanding foreign market.

The SBI Dividend Yield Fund NFO provides you with the benefit of earning regular income in the form dividends as it invests 65% in the Dividend Yielding Stock Companies.

This fund is open to invest from 20th February 2023 to 6th March 2023

Per year dividend paying cash rich companies (Profit Making) such as –

  • HUL
  • INFOSYS
  • TCS
  • PSU’s
  • PSB’s

And it will invest 35% in the overseas stock based on their growth potential as well as in small + mid cap Indian growth generating stocks to reap larger amount from the market.

Top performing Dividend Yield Mutual Funds

SCHEME

1 YEAR

3 YEAR

5 YEAR

10 YEAR

SINCE LAUNCH

Return(%) Return(%) Return(%) Return(%) Return(%)
UTI Dividend Yield Income 2.96 16.34 10.72 12.12

14.12

 
Sundaram Dividend Yield Fund Gr 4.43 16.17 10.95 13.39

12.54

 
ABSL Dividend Yield IDCW Reg 12.19 18.73 8.99 11.61

17.96

 

Data Source –  Advisorkhoj, data as per 22nd February 2023, Disclaimer: Mutual funds are subject to market risks. Past performance may or may not be sustained in the future.

Another fund which is providing a decent investment tour to the upcoming growth generating potential sector that is MNC.
HDFC has brought all this features in its HDFC MNC Fund NFO, which is offering a growth generating tour to your investment.

This fund is open to invest from 17th February 2023 till 3rd March 2023, and it came with -

  1. Stronger top- and bottom-line growth than the NIFTY 500.
  2. Higher net profit margin indicates better profitability.
  3. High return on equity and capital employed, indicating good capital allocation.

Top performing MNC Mutual Funds

SCHEME

1 YEAR

3 YEAR

5 YEAR

10 YEAR

SINCE LAUNCH

Return(%) Return(%) Return(%) Return(%) Return(%)

ICICI Pru MNC Gr

 

 2.27 21.1 - - 18.89

ABSL MNC Gr Reg


 1.46 3.61 4.2 13.75 14.91

UTI MNC Reg Gr

 

 3.08 9.45 6.85 14.35 14.65

Data Source –  Advisorkhoj, data as per 22nd February 2023, Disclaimer: Mutual funds are subject to market risks. Past performance may or may not be sustained in the future.

Now it is possible to extrapolate the future returns by looking at the historical performance of both funds, giving you an idea of what you might have earned if you could have invested at the funds’ inception.
SBI Dividend Yield Fund, a fund that is consistently paying dividends, while another fund ‘HDFC MNC Fund’ which is working to boost your investment’s growth potential. And the best of both the funds will do what not

The SBI Dividend Yield Fund NFO will provide you with the benefit of earning regular income in the form dividends as it invests 65% in the Dividend Yielding Stock Companies. And it aims to achieve a dividend yield that is at least 50 percent higher than the Nifty 50 Index.

This fund is open to invest from 20th February 2023 to 6th March 2023, and it will be managed by Mr. Mr.Rohit Shimpi and Mr.Mohit Jain

A fund which is providing a decent investment tour to the upcoming growth generating potential sector that is MNC.

HDFC has brought all this features in its HDFC MNC Fund NFO, which is offering a growth generating tour to your investment.

This fund is open to invest from 17th February 2023 till 3rd March 2023, and it will be managed by Mr. Rahul Baijal

Why the winning combination of these two NFOs this time: -

  • High Dividend Yield companies limits downside risk & thus better placed to weather economic downturns.
  • Better profitability as indicated by a higher net profit margin.
  • High dividend yield stocks protect your investment portfolio from market volatility during major market downturn.

Calculation Of Top Performing Dividend Yield & MNC Mutual Funds: -

Yearly Performance

Average Return of Top 3 MNC Fund

Average Return of Top 3 Dividend Yield Fund

If Invested in Both the Funds Together

Return(%) Return(%) Return(%)
1 Year Avg. Return 1.92 7.04 8.96
3 Year Avg. Return 12.39 18.83 31.22
5 Year Avg. Return 7.14 10.88 18.02
10 Year Avg. Return 14.53 12.87 27.4
Since Launch Avg. Return 16.23 14.34 30.57

Data Source –  Advisorkhoj, data as per 22nd February 2023, Disclaimer: Mutual funds are subject to market risks. Past performance may or may not be sustained in the future.

A Chance to Earn Extra Income While Exploring the Growth Potential of The Foreign Market!

We look forward to a new investment with you this year.

Regards,
Ajay Kumar Jain,
CMD
Swaraj FinPro Pvt. Ltd.
+919993025625   (Call or WhatsApp)

Mutual Fund Investments are subject to market risk, read all scheme related documents carefully.

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