Weighted Category Average

All actively managed dividend yield&nbsp;mutual funds with growth option, direct plan and a minimum history of 3 years are included in the universe

<ul><li>Our objective is to apply a disciplined, data-driven approach that increases the probability of outperforming category benchmarks and median category returns, while also reducing the risk of long periods of underperformance. We analyse each fund’s Net Asset Value (NAV) history to study a wide range of performance and risk indicators—focusing on return consistency and downside risk. Multiple factors were tested and distilled into two broad categories: those that strengthen return prediction, and those that aid in outlier behaviour identification</li><li>An additional diagnostic process is undertaken to compute the characteristics of each mutual fund based on its current constituents. These results are manually reviewed to identify any anomalies in fund behaviour. If no anomalies are observed, the top funds displaying high risk-adjusted returns and lower minimum investment thresholds are selected. This structured process enables the construction of high-conviction portfolios, with the final selection reflecting a balance between consistent outperformance and effective risk control</li></ul>

All mutual fund schemes qualifying the above mentioned research criteria are selected

The portfolio follows an equal-weighting approach, giving each selected fund the same allocation

This smallcase will be rebalanced on an as-needed basis

Dividend Yield Fund Picks

Compare with other funds in this category

Compare with 101st-250th market cap stocks

Compare with 251st-350th market cap stocks

Focused portfolio of dividend yield funds selected to outperform the category

Dividend Yield Fund Picks

Overview

Funds & Weights

Rebalance timeline