Which funds are similar to Aditya Birla Sun Life Dividend Yield Fund Direct-Growth?
Funds similar to Aditya Birla Sun Life Dividend Yield Fund Direct-Growth in the Equity: Thematic-Dividend Yield category include SBI Dividend Yield Fund Direct-Growth, ICICI Prudential Dividend Yield Fund Direct-Growth, and HDFC Dividend Yield Fund Direct-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.
What is the rank of Aditya Birla Sun Life Dividend Yield Fund Direct-Growth in its category?
On a 3-year return basis Aditya Birla Sun Life Dividend Yield Fund Direct-Growth is ranked 5 out of 7 funds in the Equity: Thematic-Dividend Yield category as of 6 Sep 2026. On a 5-year return basis it ranks 5 out of 6. Consistently ranking in the top across multiple time periods is a stronger signal of fund quality than a single-period rank.
How does Aditya Birla Sun Life Dividend Yield Fund Direct-Growth's expense ratio compare to similar funds?
Aditya Birla Sun Life Dividend Yield Fund Direct-Growth has an expense ratio of 1.93%. The peers SBI Dividend Yield Fund Direct-Growth has an expense ratio of 1.15% and ICICI Prudential Dividend Yield Fund Direct-Growth has 0.75%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.
How does Aditya Birla Sun Life Dividend Yield Fund Direct-Growth's AUM compare to similar funds?
Aditya Birla Sun Life Dividend Yield Fund Direct-Growth has an AUM of ₹1,458.1 crore. The peers SBI Dividend Yield Fund Direct-Growth has an AUM of ₹8,657.12 crore and ICICI Prudential Dividend Yield Fund Direct-Growth has ₹6,785.44 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.
Which fund has the best 3-year returns in the Equity: Thematic-Dividend Yield?
The top performing fund in the Equity: Thematic-Dividend Yield category on a 3-year basis is LIC MF Dividend Yield Fund Direct-Growth with a CAGR of 19.25% as of 6 Sep 2026. Aditya Birla Sun Life Dividend Yield Fund Direct-Growth has delivered 13.40% CAGR over the same period, ranking 5 out of 7 funds. You can view and compare the full category ranking on sharpely.
How does Aditya Birla Sun Life Dividend Yield Fund Direct-Growth rank in risk-adjusted returns vs peers?
On a risk-adjusted basis, Aditya Birla Sun Life Dividend Yield Fund Direct-Growth has a Sharpe ratio of 0.58 compared to the Equity: Thematic-Dividend Yield average of 0.62 as of 6 Sep 2026. It ranks 5 out of 9 funds in its category on Sharpe ratio.
