Birla Sunlife Dividend Yield category outshines Equity Diversified category

Dividend Yield category has offered better protection in a volatile market environment. The category in the last one year has outperformed the relative benchmark index by 6 percent while the diversified category has managed only 2 percent outperformance.

Over the last five years, dividend yield fund category has generated an alpha (outperformance of index) of 8 percent whereas equity diversified category has managed an alpha of 1 percent. The Dividend Yield category during the last four and three years out-beat the diversified category significantly by generating an alpha of 9 percent and 7 percent respectively. Traditionally, higher dividend equities have offered better protection in a volatile market environment.

SIP Performance of Focus Funds (As on 31st Oct 2011)
Birla Sun Life Dividend Yield Plus (An Open Ended Growth scheme


Thanks,
Gaurav Agarwal
Head Dealer
DENIP Consultants Pvt Ltd