Dividend Harvest
Managed by Anita Desai
INCOME
PMS
INCOME
DIVIDEND
Returns (Since Inception)
14.2%CAGR
AUM
15K CrINR
Min Investment
25.0 LINR
Investment Approach
Focused on high-dividend-yielding companies with strong cash flows and consistent payout ratios. The strategy prioritizes regular income generation through dividends while seeking moderate capital appreciation from quality businesses.
Inception Date2017-04-01
BenchmarkNifty Dividend Opportunities 50
Fee Structure
Fixed Management Fee1.5% p.a.
Performance Fee12% of profits above 10% hurdle
Exit LoadNone
Risk Metrics
Volatility
11.5%
Beta
0.72
Downside Capture
62%
Upside Capture
85%
Disclaimer
Performance data is strictly for educational purposes. Past performance is not indicative of future results. All returns are TWRR based. Please read all scheme related documents carefully. Investment in securities market are subject to market risks, read all the related documents carefully before investing.
Key Numbers
Sharpe Ratio1.38
Max Drawdown-11.5%
Min Investment25.0 L
Lock-in PeriodNone
Risk LevelModerate