Which funds are similar to SBI Dividend Yield Fund Direct-Growth?
Funds similar to SBI Dividend Yield Fund Direct-Growth in the Equity: Thematic-Dividend Yield category include ICICI Prudential Dividend Yield Fund Direct-Growth, HDFC Dividend Yield Fund Direct-Growth, and UTI 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 SBI Dividend Yield Fund Direct-Growth in its category?
On a 3-year return basis SBI Dividend Yield Fund Direct-Growth is ranked 8 out of 9 funds in the Equity: Thematic-Dividend Yield category as of 22 Oct 2026. Consistently ranking in the top across multiple time periods is a stronger signal of fund quality than a single-period rank.
How does SBI Dividend Yield Fund Direct-Growth's expense ratio compare to similar funds?
SBI Dividend Yield Fund Direct-Growth has an expense ratio of 1.12%. The peers ICICI Prudential Dividend Yield Fund Direct-Growth has an expense ratio of 0.76% and HDFC Dividend Yield Fund Direct-Growth has 0.88%. 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 SBI Dividend Yield Fund Direct-Growth's AUM compare to similar funds?
SBI Dividend Yield Fund Direct-Growth has an AUM of ₹8,058.67 crore. The peers ICICI Prudential Dividend Yield Fund Direct-Growth has an AUM of ₹6,327.68 crore and HDFC Dividend Yield Fund Direct-Growth has ₹5,274.42 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 16.73% as of 22 Oct 2026. SBI Dividend Yield Fund Direct-Growth has delivered 9.03% CAGR over the same period, ranking 8 out of 9 funds. You can view and compare the full category ranking on sharpely.
How does SBI Dividend Yield Fund Direct-Growth rank in risk-adjusted returns vs peers?
On a risk-adjusted basis, SBI Dividend Yield Fund Direct-Growth has a Sharpe ratio of 0.36 compared to the Equity: Thematic-Dividend Yield average of 0.43 as of 22 Oct 2026. It ranks 7 out of 9 funds in its category on Sharpe ratio.
