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Dividend Yield Mutual Funds

Find here some best Dividend Yield fund to invest

  • Annual Returns 15.99%
  • Average Risk Medium
  • Total Funds 10

What is Dividend Yield Mutual Fund?

Dividend Yield Mutual Funds invest in companies which distribute their profits among investors as a dividend. Dividends can be treated as a source of income for investors or can be invested back to buy more stocks. For the investors who are looking for reliable and steady checks from the investment in mutual funds, dividend yield funds are the best choice them. This fund puts the significant portion of its portfolio in high-yielding dividend stocks to create regular income option for investors.

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Top Performing Dividend Yield in India for High Return

AMC List

  • Kotak
  • Aditya Birla Sun Life
  • ICICI
  • Tata
  • HDFC
  • SBI
  • UTI
  • Nippon
  • Sundaram
  • Canara
  • Invesco
  • Axis
  • Baroda BNP Paribas
  • DSP
  • EDELWEISS
  • Franklin
  • HSBC
  • LIC
  • Mirae Asset
  • Motilal Oswal
  • Mahindra
  • PGIM
  • WOC
  • Bandhan
  • 360 One
  • Bajaj Finserv
  • Quant
  • Parag Parikh
  • ITI

Minimum SIP Amt.

  • ₹100 - ₹500
  • ₹500 - ₹1000
  • ₹1000 - ₹5000

Fund Option

  • Growth
  • Dividend
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Snapshot

Returns

Risk

Information

NAV Details

Compare Funds

Lumpsum 3Y P.a 21.72%
SIP 3Y P.a. 30.22%
Return Vs Category

High icon

Risk Vs Category

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Invest

Lumpsum 3Y P.a 19.62%
SIP 3Y P.a. 26.37%
Return Vs Category

High icon

Risk Vs Category

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Invest

Lumpsum 3Y P.a 19.56%
SIP 3Y P.a. 29.94%
Return Vs Category

High icon

Risk Vs Category

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Invest

Lumpsum 3Y P.a 19.56%
SIP 3Y P.a. 29.94%
Return Vs Category

High icon

Risk Vs Category

High icon

Invest

Lumpsum 3Y P.a 19.51%
SIP 3Y P.a. 30.44%
Return Vs Category

High icon

Risk Vs Category

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Invest

Lumpsum 3Y P.a 18.3%
SIP 3Y P.a. 25.94%
Return Vs Category

Medium icon

Risk Vs Category

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Invest

Lumpsum 3Y P.a 15.83%
SIP 3Y P.a. 28.33%
Return Vs Category

Low icon

Risk Vs Category

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Invest

Lumpsum 3Y P.a 15.44%
SIP 3Y P.a. 22.6%
Return Vs Category

Low icon

Risk Vs Category

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Invest

Lumpsum 3Y P.a -
SIP 3Y P.a. -
Return Vs Category

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Risk Vs Category

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Invest

Lumpsum 3Y P.a -
SIP 3Y P.a. -
Return Vs Category

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Invest

Short Term

Long Term

SIP

Rolling Term

1 Week -3.69%
1 Month -7.04%
3 Months -3.35%
6 Months 6.44%
1 Year 36.44%
Invest
1 Week -0.26%
1 Month -3.67%
3 Months -1.45%
6 Months 12.01%
1 Year 34.91%
Invest
1 Week -4.33%
1 Month -8.38%
3 Months -3.15%
6 Months 9.6%
1 Year 32.82%
Invest
1 Week -4.33%
1 Month -8.38%
3 Months -3.15%
6 Months 9.6%
1 Year 32.82%
Invest
1 Week -0.61%
1 Month -5.05%
3 Months -1.15%
6 Months 17.1%
1 Year 51.63%
Invest
1 Week -3.78%
1 Month -7.52%
3 Months -4.78%
6 Months 6.56%
1 Year 35.81%
Invest
1 Week -3.41%
1 Month -7.03%
3 Months -3.05%
6 Months 14.36%
1 Year 40.55%
Invest
1 Week 0.08%
1 Month -3.59%
3 Months -1.82%
6 Months 9.09%
1 Year 28.84%
Invest
1 Week 1.01%
1 Month -3.12%
3 Months -1.54%
6 Months 11.17%
1 Year 33.73%
Invest
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2 Years 29.32%
3 Years 21.72%
5 Years 25.67%
Annual Rt 16.39%
Invest
2 Years 27.54%
3 Years 19.62%
5 Years -
Annual Rt 29.67%
Invest
2 Years 29.01%
3 Years 19.56%
5 Years 23.05%
Annual Rt 19.11%
Invest
2 Years 29.01%
3 Years 19.56%
5 Years 23.05%
Annual Rt 19.11%
Invest
2 Years 31.72%
3 Years 19.51%
5 Years 23.14%
Annual Rt 22.63%
Invest
2 Years 25.95%
3 Years 18.3%
5 Years 24.78%
Annual Rt 15.19%
Invest
2 Years 28.83%
3 Years 15.83%
5 Years 21.37%
Annual Rt 15.69%
Invest
2 Years 24.55%
3 Years 15.44%
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Annual Rt 20.83%
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Annual Rt 37.27%
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Min SIP ₹500
Min Lumpsum ₹5000
Expense Ratio 1.86%
Fund Manager Mittul Kalawadia
Launch Date 01-May 2014
Invest
Min SIP ₹100
Min Lumpsum ₹100
Expense Ratio 1.82%
Fund Manager Gopal Agrawal
Launch Date 10-Dec 2020
Invest
Min SIP ₹100
Min Lumpsum ₹1000
Expense Ratio 2.23%
Fund Manager Dhaval Gala
Launch Date 26-Feb 2003
Invest
Min SIP ₹100
Min Lumpsum ₹1000
Expense Ratio 2.23%
Fund Manager Dhaval Gala
Launch Date 26-Feb 2003
Invest
Min SIP ₹1000
Min Lumpsum ₹5000
Expense Ratio 2.56%
Fund Manager Alok Ranjan
Launch Date 29-Jul 2023
Invest
Min SIP ₹500
Min Lumpsum ₹5000
Expense Ratio 2.09%
Fund Manager Ajay Argal
Launch Date 18-May 2006
Invest
Min SIP ₹500
Min Lumpsum ₹5000
Expense Ratio 1.99%
Fund Manager Amit Kumar Premchandani
Launch Date 03-May 2005
Invest
Min SIP ₹100
Min Lumpsum ₹5000
Expense Ratio 2.17%
Fund Manager Murthy Nagarajan
Launch Date 20-May 2021
Invest
Min SIP ₹500
Min Lumpsum ₹5000
Expense Ratio 1.79%
Fund Manager Rohit Shimpi
Launch Date 05-Mar 2023
Invest
Min SIP ₹500
Min Lumpsum ₹1000
Expense Ratio -
Fund Manager Shiv Chanani
Launch Date 18-Sep 2024
Invest
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Comparison of Top Dividend Yield Funds

Dividend Yield Funds Return Calculator

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  • Invested Amount
  • Estimated Returns

  • Invested Amount ₹43,855
  • Interest Earned ₹6,145

Frequently Asked Questions

Who should invest in Dividend Yield Mutual Funds?
Dividend Yield funds are suitable for the investors who can digest high risk in search for higher returns. Moreover, these funds are not suitable for the investors who are stepping in the finance market with a short term investment perspective as they might end up delivering negative returns.
What is the minimum investment required for investing in Dividend Yield funds?
The minimum investment depends from one scheme to another. In general, for lumpsum investment the minimum investment can range from Rs. 500 to Rs. 5000. Whereas, in case of SIP, the range may vary between Rs. 500 to Rs. 1000. For authentic information, never forget to check the scheme related documents.
What is the investment philosophy followed by Dividend Yield companies?
The fund manager of Dividend Yield fund targets the best small sized companies having the potential to generate excellent gains in the future. Such companies do not have much resources as the large cap or mid cap companies but have high potential to outperform many big companies.
Why to invest in Dividend Yield funds?
Dividend Yield funds have more tendency of providing exceptional returns than the other categories of funds. Moreover, they can also be a suitable option for providing diversification to your portfolio.
How risky are Dividend Yield funds?
Dividend Yield funds are one of the riskiest mutual funds. But at the same time rewards are also high. Therefore, an investor who is willing to expose his corpus towards risk for fetching higher returns should invest in Dividend Yield funds.
Are Dividend Yield Funds for long term investment?
Yes, Dividend Yield funds are a suitable choice for generating long term capital appreciation. Moreover, in short term these funds can cause double digit losses to the investors. Thus, always maintain a long term investment perspective while investing in Dividend Yield mutual funds.
What is the benchmark of Dividend Yield Fund?
Benchmark is a standard with which a mutual fund competes in terms of growth & performance. Different Dividend Yield funds have different benchmark. Thus, read the mutual fund document carefully to know the benchmark.
What are the taxes applied on Dividend Yield Mutual Funds?
Dividend Yield funds are eligible for two types of taxes- STCG (Short Term Capital Gain) and LTCG (Long Term Capital Gain). STCG is the capital gain generated on the units which are hold for up to 1 year. The STCG tax imposed by the Government of India is 15%. LTCG is the profit generated on the units which are hold for more than one years. The LTCG levied is 10% for the profit above Rs. 1 Lakh.

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