SBI – HDFC – NFO

Why Dividend Yield Fund & MNC Fund make a winning combo forever

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.
  • Focus on growth and quality at reasonable valuation.
  • Diversified Multi-cap strategy with investment across market cap segments.

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

SBI DIVIDEND YIELD FUND

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

Some of the Top Performing Dividend Yield Mutual Funds are –

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

 

Investment Objective

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. However, there can be no assurance that the investment objective of the Scheme will be realized.

Fund Manager

Mr.Rohit Shimpi and Mr.Mohit Jain

Exit Load

NIL - If units purchased or switched in from another scheme of the Fund are redeemed or switched out upto 10% of the units (the limit) purchased or switched on or before 1 year from the date of allotment. 1% of the applicable NAV - If units purchased or switched in from another scheme of the Fund are redeemed or switched out in excess of the limit on or before 1 year from the date of allotment. NIL - If units purchased or switched in from another scheme of the Fund are redeemed or switched out after 1 year from the date of allotment
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HDFC MNC Fund​

HDFC Mutual Fund has brought HDFC MNC Fund NFO which will provide a decent investment tour to the upcoming growth-generating potential sector such as Multi-National companies.

Some of the Top Performing Multi-National Mutual Funds are –

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

Investment Objective

To provide long-term capital appreciation by investing predominantly in equity and equity-related instruments of multinational companies (MNCs). There is no assurance that the investment objective of the Scheme will be realized.

Fund Manager

Mr. Rahul Baijal

Exit Load

In respect of each purchase/switch-in of units, an Exit load of 1% is payable if units are redeemed/switched out within 1 year from the date of allotment. No Exit Load is payable if units are redeemed/switched out after 1 year from the date of allotment. No Entry / Exit Load shall be levied on bonus units and Units allotted on Re-investment of Income Distribution cum Capital Withdrawal. In respect of Systematic Transactions such as SIP, GSIP, Flex SIP, STP, Flex STP, Swing STP, Exit Load, if any, prevailing on the date of registration/enrolment shall be levied.
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