Aditya Birla Sun Life Dividend Fund - Regular Plan - Growth historical performance and returns
Ab baat karte hain Aditya Birla Sun Life Dividend Fund - Regular Plan - Growth ke historical performance ki. Ye fund recent years me consistent returns provide kar raha hai.
| Time Period |
Fund Returns (%) |
Benchmark Returns (%) |
| 1 Year |
3.04% |
Data not available |
| 3 Years |
17.01% |
Data not available |
| 5 Years |
15.72% |
Data not available |
Ye fund benchmark Nifty Dividend Opportunities 50 TRI se compare kiya jata hai. Historical data ye dikhata hai ki fund ke returns kaafi stable rahe hain, jo ki investors ke liye reassuring hota hai. Fund manager Mahesh Patil ki leadership me, fund ne market volatility ko acche se manage kiya hai, jo ki long-term investors ke liye kaafi important hai. Investors looking for SIP exposure me is fund ko consider kar sakte hain, kyunki iski returns consistent rahe hain.
⚠️ Disclaimer: Educational only. Mutual funds are subject to market risks. Past performance does not guarantee future returns. Consult your SEBI-registered advisor.
Aditya Birla Sun Life Dividend Fund - Regular Plan - Growth top holdings and portfolio allocation
Aditya Birla Sun Life Dividend Fund - Regular Plan - Growth ki top holdings me kuch well-known companies shamil hain. Ye holdings fund ki strategy se align karti hain, jisse investors ko achi dividend income milti hai. Is fund ki top 5 holdings hain:
1. HDFC Bank Ltd. - 5.8%
2. ICICI Bank Ltd. - 5.2%
3. Larsen & Toubro Ltd. - 4.9%
4. Reliance Industries Ltd. - 4.5%
5. Infosys Ltd. - 4.1%
Ye companies top sectors jaise banking, technology, aur infrastructure me positioned hain. Portfolio ka yeh allocation diversified hai, jo market volatility ko manage karne me madad karta hai. Investors ko ye dekhna chahiye ki ye sector exposure unke investment goals se kaise match karta hai. Aapne suna hoga, "diversification is the key to risk management," yahi is fund ki strategy ka bhi main mantra hai.
Aditya Birla Sun Life Dividend Fund - Regular Plan - Growth risk analysis and volatility
Aditya Birla Sun Life Dividend Fund - Regular Plan - Growth ka riskometer moderate hai, jo indicate karta hai ki ye fund moderate risk profile wale investors ke liye suitable hai. Is fund ki volatility moderate hai, jo ki market ke fluctuations se thoda kam hoti hai.
Ab baat karte hain Sharpe ratio ki, lekin unfortunately data not available hai iske liye. Lekin, aapko yeh samajhna chahiye ki is fund ka risk-return profile achha hai, jisse investors ko long-term wealth creation ki ummeed hai. Agar aap risk-seeking investor hain, to ye fund aapke liye beneficial ho sakta hai.