Dividend Funds vs Flexi Cap: 24% ROI! 5-year returns compared; Know top performers, fund-wise data – Mutual Funds

Investment Strategy at 50: Lump Sum or SIP? 9 funds recommended by expert to plan smart and balance risk - Mutual Funds


Dividend Funds vs Flexi Cap

Dividend Funds vs Flexi Cap: 24% ROI! 5-year returns compared; Know top performers, fund-wise data (Image: AI-Generated from ChatGPT)

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Dividend Funds vs Flexi Cap: Dividend yield mutual funds are equity mutual funds that mainly invest in stocks of companies that are known for their high dividend yield. Since companies can only pay high dividends if they are making high profits, these mutual funds mainly hold stocks of well-established companies that are making profits.
In general, a dividend yield mutual fund invests around 70-80 per cent of its assets in stocks that have a high dividend yield compared to the market average. This is a filter criterion that helps mutual fund managers select strong companies. Companies that pay high dividends are generally stable and have healthy cash flows.

Whereas, a flexi cap fund is an equity mutual fund that invests at least 65 per cent of its assets in equities, while giving fund managers the flexibility to allocate across large cap, mid cap, or small cap stocks in any proportion. Let’s look at their 5-year returns to see which one came out on top.



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