Investment objective
The investment objective of the scheme is to generate long term capital growth from an actively managed portfolio of equity and equity related securities, primarily being high dividend yield stocks. High dividend yield stocks are defined as stocks of companies that have a dividend yield in
excess of 0.5 %, at the time of investment..
Why Dividend Yield Stocks
● Relatively more stable business models with a history of consistent profitability, and a dividend payment track record
● Companies pay dividends after attaining a sustainable level of growth
● Need to pay dividends tends to make the management more accountable to shareholders and less prone to taking unwanted risks
● In case of a market crash, the share price of these companies tend to fall less in comparison to growth stocks. Hence low-risk defensive stocks.
Performance:
| Report as on June 13, 2016 | |||||
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| Compounded Annualized % (Point to Point) | ||||
| Scheme Name | 1 Year | 2 Years | 3 Year | 5 Years | 7 Years |
| Birla SL Dividend Yield Plus(G) | -2.2768 | 5.1347 | 14.868 | 9.4073 | 13.9165 |
| BNP Paribas Dividend Yield Fund(G) | 1.2607 | 11.1832 | 20.8232 | 14.5609 | 17.063 |
| Principal Dividend Yield Fund(G) | 1.1081 | 3.3845 | 13.1854 | 8.9458 | 11.6092 |
| Tata Dividend Yield Fund(G) | 5.1298 | 10.8889 | 18.371 | 12.3148 | 16.6315 |
| UTI Dividend Yield Fund(G) | 0.4435 | 4.0246 | 12.5231 | 8.1462 | 12.1575 |
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| NIFTY 200 | 1.1165 | 4.4166 | 12.9832 | 8.6176 | 8.5902 |
Top 10 Tax Saver Mutual Funds to invest in India for 2016
Best 10 ELSS Mutual Funds in india for 2016
1. BNP Paribas Long Term Equity Fund
2. Axis Tax Saver Fund
3. Franklin India TaxShield
4. ICICI Prudential Long Term Equity Fund
5. IDFC Tax Advantage (ELSS) Fund
6. Birla Sun Life Tax Relief 96
7. DSP BlackRock Tax Saver Fund
8. Reliance Tax Saver (ELSS) Fund
9. Religare Tax Plan
10. Birla Sun Life Tax Plan
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For further information contact Prajna Capital on 94 8300 8300 by leaving a missed call
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