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- Dividend Yield Funds
- Average Return 27.9%
- No of Funds 8
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What is Dividend Yield Mutual Fund
Dividend yield mutual funds are equity funds that invest in stocks of companies that declare dividends regularly.
Advantages of Dividend Yield Funds
- Select sectors in the portfolio mean they are not genuinely diversified
- High-risk category as returns are tied to a theme playing out
- Suitable for aggressive investors, even then exposure should not be more than 10% of the portfolio
Top schemes of Dividend Yield Mutual Funds sorted by last 5 year returns
8 funds
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Returns for
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via
- Monthly SIP
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Templeton India Equity Income Fund
#1 of 6
Fund Size
₹2,075 Crs
Return (p.a)
+ 6.53%+ 0.5% + 41.56%+ 5.74% + 63.53%+ 15.33% + 52.37%+ 26.28% + 28.53%+ 50.55% + 29.35%+ 105.65%
ETM Rank
#1 of 6
Invest
ICICI Prudential Dividend Yield Equity Fund
#2 of 6
Fund Size
₹3,626 Crs
Return (p.a)
+ 42.85%+ 2.97% + 61.63%+ 8.17% + 70.79%+ 16.99% + 62.21%+ 31.08% + 35.51%+ 65.2% + 33.13%+ 124.95%
ETM Rank
#2 of 6
Invest
Sundaram Dividend Yield Fund
#3 of 6
Fund Size
₹820 Crs
Return (p.a)
+ 25.81%+ 1.9% + 37.97%+ 5.4% + 52.57%+ 13.13% + 49.17%+ 24.9% + 26.24%+ 46.06% + 24.9%+ 85.11%
ETM Rank
#3 of 6
Invest
High Growth Portfolio
Min SIP
₹ 5,000
5 Yrs Return
+24.58%p.a. +19.83%p.a. +49.65% +23.25%p.a. +31.02%p.a. +42.94% +43.73%p.a. +58.57%
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UTI Dividend Yield Fund
#4 of 6
Fund Size
₹3,586 Crs
Return (p.a)
+ 30.38%+ 2.2% + 37.89%+ 5.39% + 48.42%+ 12.21% + 44.7%+ 22.75% + 23.6%+ 40.9% + 23.38%+ 78.46%
ETM Rank
#4 of 6
Invest
Aditya Birla Sun Life Dividend Yield Fund
#6 of 6
Fund Size
₹1,305 Crs
Return (p.a)
+ 11.45%+ 0.86% + 25.75%+ 3.74% + 47.69%+ 11.92% + 51.07%+ 25.67% + 30.33%+ 54.21% + 28.04%+ 99.35%
ETM Rank
#6 of 6
Invest
HDFC Dividend Yield Fund
Unranked
Fund Size
₹4,692 Crs
Return (p.a)
+ 34.18%+ 2.45% + 36.65%+ 5.23% + 47.75%+ 12.06% + 47.52%+ 24.11% + 30.27%+ 54.19% N.A.N.A.
ETM Rank
Unranked
Invest
SBI Dividend Yield Fund
Unranked
Fund Size
₹6,935 Crs
Return (p.a)
+ 32.17%+ 2.32% + 38.67%+ 5.48% + 45.75%+ 11.61% + 38.77%+ 19.86% N.A.N.A. N.A.N.A.
ETM Rank
Unranked
Invest
Tata Dividend Yield Fund
Unranked
Fund Size
₹817 Crs
Return (p.a)
+ 49.6%+ 3.37% + 41.56%+ 5.84% + 43.61%+ 11.12% + 44.15%+ 22.48% N.A.N.A. N.A.N.A.
ETM Rank
Unranked
Invest
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Dividend Yield Funds Returns Calculator
See what your investment would have yielded in
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Templeton India Equity Income Fund
- Templeton India Equity Income Fund
- ICICI Prudential Dividend Yield Equity Fund
- Sundaram Dividend Yield Fund
- UTI Dividend Yield Fund
- Aditya Birla Sun Life Dividend Yield Fund
- HDFC Dividend Yield Fund
- SBI Dividend Yield Fund
- Tata Dividend Yield Fund
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Minimum: ₹1,000
for a period of for
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Invested Gains
You would have got
Total investment Invested ₹ 6 Lakh
Profit ₹ 3.33 Lakh
Current value Current value ₹ 9.33 Lakh
This fund has generated an XIRR of 29.35% over the past 5 Years
See scheme details Invest now
Genius High Growth Portfolio strategies would have potentially delivered up to 24.58% returns! Know More
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- How to invest in Dividend Yield Funds?
- Frequently Asked Questions
How to invest in Dividend Yield Funds?
It is quite easy to invest in Dividend Yield mutual funds on ET Money. Here are the steps that you have to follow.
- Register online on ET Money app or website
- Head to Mutual Funds sections and choose the Dividend Yield fund you want to invest in.
- Click on invest and choose the amount and mode of investment (SIP or Lumpsum)
- Provide your KYC details (Pan number, Bank details) and complete your investment.
Frequently Asked Questions
Which are the best Dividend Yield Mutual Funds to invest in 2024?
These are top 5 Dividend Yield funds you can invest in 2024
| Fund Name | Fund Category | ETM Rank | Consistency | 5 Year Return (Annualized) |
|---|---|---|---|---|
| HDFC Dividend Yield Fund | Equity | Unranked | NA | |
| Aditya Birla Sun Life Dividend Yield Fund | Equity | # 6 of 6 | 21.56 % p.a. | |
| SBI Dividend Yield Fund | Equity | Unranked | NA | |
| Templeton India Equity Income Fund | Equity | # 1 of 6 | 23.12 % p.a. | |
| Sundaram Dividend Yield Fund | Equity | # 3 of 6 | 19.84 % p.a. |
How long should I stay invested in Dividend Yield Mutual Funds?
Since Thematic-Dividend yields Mutual Funds are equity funds i.e. they invest in stocks of companies, you need to stay invested for at least 5 years.
Where do Dividend Yield Mutual Funds invest?
Thematic Funds have to invest at least 80% of their assets in stocks tied to a particular theme. For instance, a Thematic Infrastructure Fund will invest in stocks related to the theme of infrastructure. This means they invest in companies connected to the development of infrastructure of our country like those operating in steel, cement, construction sectors.
Are Dividend Yield Mutual Funds high risk?
Thematic-Dividend yields Mutual Funds invest in equities, so in a short term, they can be volatile. However, over a long-term, the risk comes down substantially.
What kind of returns can i earn from Dividend Yield ?
Dividend Yield Funds have on an average delivered 21.34% p.a. returns in the last 5 years. Their 3 and 10 year annualized returns are 27.9% and 16.94% p.a.
Should i invest in Dividend Yield Mutual Funds?
Thematic Funds are some of the riskiest Mutual Funds. Although they are more diversified than Sectoral Funds, they still carry high risk. That's because their success depends on the theme playing out as expected. If it doesn't, then none of the stocks will perform, resulting in massive underperformance. These funds are suitable only for experienced investors, and even then, not more than 10% of the portfolio should be in these funds.
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