HDFC Dividend Yield Fund Regular Growth

• Alpha 0.00%
• Beta 0.00
• Sharpe Ratio0.79
• Std Deviation 13.43%
• Tracking Error 0.00%

To provide capital appreciation and/or dividend distribution by predominantly investing in a well-diversified portfolio of equity and equity related instruments of dividend yielding companies. There is no assurance that the investment objective of the Scheme will be realized.

The HDFC Dividend Yield Fund Regular Growth has an AUM of 6243.11 crores & has delivered CAGR of 18.33% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.83%. The minimum investment in HDFC Dividend Yield Fund Regular Growth is Rs 100 and the minimum SIP is Rs 100.

As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.

The top holdings of the fund include HDFC Bank, ICICI Bank, AXIS Bank Ltd & Maruti Suzuki India.

The major sectors where the fund is invested are Regional Banks, Software & Programming, Biotechnology & Drugs & Oil & Gas Operations.

Some of the similar funds are ICICI Prudential Dividend Yield Equity Fund Growth, UTI Dividend Yield Fund Regular Plan Growth, HDFC Dividend Yield Fund Regular Growth, Templeton India Dividend Yield Fund Growth, SBI Dividend Yield Fund Regular Growth. HDFC Dividend Yield Fund Regular Growth has a sharpe ratio of 0.79 & a standard deviation of 13.43%.