Principal Dividend Yield Fund-Growth Plan

Risk Profile: MODERATELY HIGH

NAV

53.55

-0.28 (-0.5229 %)

06-12-2019

CAGR Since Inception

11.71 %

NIFTY Dividend Opportunities 50 Total Return Index

10.57 %

Funds Manager

Mr. Dhimant Shah

Mr. Shah is a B.Com (H) and Chartered Accountant. Prior to joining HSBC AMC in 2007 he has worked with Reliance Mutual Fund, ASK Raymond James Securities Pvt. Ltd. and IL&FS AMC. s Senior Analyst from April 1997 to August 2003.


Top 10 Stocks in portfolio (%)

Top 10 Sectors in portfolio (%)


Key Performance and Risk Statistics of Principal Dividend Yield Fund-Growth Plan

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Principal Dividend Yield Fund-Growth Plan 15.28 0.51 4.79 1.04 - -
Equity: Dividend Yield - - - - - -