[Gujarati Club] Invest in Dividend Yield Funds - Ideal during testing times

 

Dear All

 

Dividend Yield Funds - Ideal during testing times

  ----------------------------------------------------------------------

 

As the name suggests, the Dividend Yield Funds will invest in companies where there are chances of attractive dividend payout. Logically, dividend yield measures the amount of dividend received in proportion to the stock price. This is one of the vital parameter in case of a value investment. Fundamentally, if a company is paying attractive dividend, it means profits are good and there is sufficient cash flow for distribution of dividend.

On the other hand, a lower share price suggests that the stock is worth investing. A Dividend Yield Fund will also identify value stocks like this and invest in them.

 

FYI, we are providing you with the details of some of the top performing Dividend Yield Funds.

 

 

Fund Name

Return for Lumpsum Investment

Return for SIP

Value Research Rating

3 yrs

5 yrs

Since Inception

3 yrs

5 yrs

Since Inception

Birla Sun Life Dividend Yield Plus

24.73

14.92

27.58

20.00

15.87

18.56

*****

BNP Paribas Dividend Yield

21.33

10.97

9.62

18.31

12.98

11.68

****

ING Dividend Yield

21.03

15.21

14.12

20.27

15.49

14.92

****

Tata Dividend Yield

21.00

13.64

18.25

19.88

14.13

14.59

****

UTI Dividend Yield

20.17

15.53

19.07

16.97

14.12

15.06

*****

1. Return as a % as on 27.09.2011                2. Returns for more than one year are annualized                3. Details Pertains to Growth Option

 

Sensex over past 5 yrs

Aug'07 : 15,000

Aug'08 : 15,000

Aug'09 : 15,000

Aug'10 : 18,000

Aug'11 : 17,000

 

Birla Dividend Yield Plan NAV over past 5 yrs

Aug'07 : 46.46

Aug'08 : 44.08

Aug'09 : 59.81

Aug'10 : 85.55

Aug'11 : 81.21

 

So, Birla Dividend Yield Plan given consistent 15% p.a. return even when markets have not performed

 

For more informations and application forms, kindly contact

 

Regards,

 

Nikhil Vadia – 98197 55658

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