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Best Dividend Yield Equity Funds in 2025

What are Equity: Dividend Yield funds?

Funds Included	All Fund Returns (3Y annualised)	Top 5 fund Returns (3Y annualised)
10	19.47%	20.22%

This fund category is an example of Equity Scheme funds.

These funds mainly invest in equity i.e. shares and equity-related instruments. They are suitable for investors seeking long-term capital appreciation and willing to tolerate short-term market volatility. Equity funds may focus on specific sectors, investment styles, or market capitalizations. Investors with a high risk appetite and long investment horizon may consider investing in equity funds.

Trailing returns for Equity: Dividend Yield funds

These are average returns over the indicated period.

Monthly trailing returns:

Nov-2025	Oct-2025	Sep-2025	Aug-2025	Jul-2025	Jun-2025
0.09%	3.97%	1.64%	-1.54%	-2.34%	3.21%

Quarterly trailing returns:

2025Q4	2025Q3	2025Q2	2025Q1	2024Q4	2024Q3
4.07%	-2.27%	8.99%	-4.76%	-8.05%	9.24%

Yearly trailing returns:

2025	2024	2023	2022	2021	2020
5.57%	20.70%	38.10%	4.92%	42.76%	18.99%

Rolling returns for Equity: Dividend Yield funds

SIP

10% Step-up SIP

Lump sum

SWP

10% Step-up SWP

Metric	Any 1Y SIP	Any 2Y SIP	Any 3Y SIP	Any 5Y SIP	Any 7Y SIP	Any 10Y SIP
Minimum	-21.07%	-0.73%	5.36%	5.23%	11.97%	15.23%
Median	13.12%	10.33%	15.37%	16.4%	17.7%	16.03%
Maximum	50.56%	20.05%	22.77%	21.91%	21.16%	17.92%
Risk	14.58%	3.94%	3.28%	3.28%	2.0%	0.6%
Sharpe Ratio	42.01%	84.45%	255.38%	286.66%	536.34%	1499.59%

^{_{Data as of 14-Dec-2025}}

Metric	Any 1Y SIP	Any 2Y 目↑ SIP	Any 3Y 目↑ SIP	Any 5Y 目↑ SIP	Any 7Y 目↑ SIP	Any 10Y 目↑ SIP
Minimum	-21.07%	7.28%	14.73%	17.87%	20.07%	17.79%
Median	13.12%	9.57%	15.86%	18.69%	20.55%	18.08%
Maximum	50.56%	11.21%	16.75%	19.3%	20.89%	18.3%
Risk	14.58%	1.0%	0.64%	0.46%	0.26%	0.16%
Sharpe Ratio	42.01%	256.94%	1381.29%	2569.23%	5314.71%	6926.56%

^{_{Data as of 14-Dec-2025}}

Metric	Any 1Y	Any 2Y	Any 3Y	Any 5Y	Any 7Y	Any 10Y
Minimum	-11.4%	8.17%	10.81%	11.5%	12.77%	14.24%
Median	10.5%	16.98%	17.29%	18.5%	15.79%	15.08%
Maximum	47.62%	27.05%	24.6%	24.65%	18.81%	16.72%
Risk	14.44%	3.82%	2.63%	2.58%	0.95%	0.74%
Sharpe Ratio	24.21%	261.33%	391.04%	445.3%	923.1%	1088.89%

^{_{Data as of 14-Dec-2025}}

Metric	Any 1Y SWP	Any 2Y SWP	Any 3Y SWP	Any 5Y SWP	Any 7Y SWP	Any 10Y SWP
Minimum	-14.81%	14.84%	12.29%	16.42%	9.75%	11.54%
Median	12.22%	24.23%	19.67%	20.63%	13.42%	13.54%
Maximum	58.0%	40.01%	32.23%	30.12%	19.19%	16.83%
Risk	18.09%	6.08%	4.23%	3.36%	2.3%	1.44%
Sharpe Ratio	28.84%	283.2%	299.43%	404.98%	279.33%	452.6%

^{_{Data as of 14-Dec-2025}}

Metric	Any 1Y SWP	Any 2Y 目↑ SWP	Any 3Y 目↑ SWP	Any 5Y 目↑ SWP	Any 7Y 目↑ SWP	Any 10Y 目↑ SWP
Minimum	-14.81%	21.92%	22.72%	27.23%	15.77%	12.54%
Median	12.22%	26.97%	23.44%	28.58%	16.15%	12.84%
Maximum	58.0%	31.11%	24.49%	30.83%	16.86%	13.86%
Risk	18.09%	3.08%	0.54%	1.03%	0.29%	0.46%
Sharpe Ratio	28.84%	649.35%	3044.71%	2090.31%	3100.0%	1282.97%

^{_{Data as of 14-Dec-2025}}

Fundwise SIP, Lumpsum and SWP returns

Rolling SIP returns (less than 1 year)

Fund	Any 1M SIP	Any 3M SIP	Any 6M SIP
Franklin India Dividend Yield Fund	-5.18%	8.01%	5.6%
SBI Dividend Yield Fund	9.01%	15.32%	13.01%
Tata Dividend Yield Fund	2.64%	20.88%	15.67%
Baroda BNP Paribas Dividend Yield Fund	10.68%	7.36%	13.87%
Sundaram Dividend Yield Fund	7.67%	17.09%	12.37%
LIC MF Dividend Yield Fund	-9.06%	3.03%	9.74%
ICICI Prudential Dividend Yield Equity Fund	6.4%	17.15%	15.94%
HDFC Dividend Yield Fund	-6.63%	7.1%	7.42%
UTI Dividend Yield Fund	5.25%	13.5%	10.22%
Aditya Birla Sun Life Dividend Yield Fund	14.85%	18.39%	10.53%

^{_{Data as of 14-Dec-2025}}

Note: Returns for less than one year are annualised. However, given the nature of the calculation, XIRR for such periods are not meaningful.

Rolling SIP returns (1 year or more):

Fund	Any 1Y SIP	Any 3Y SIP	Any 5Y SIP
Franklin India Dividend Yield Fund	12.9%	13.26%	16.54%
SBI Dividend Yield Fund	10.48%	0%	0%
Tata Dividend Yield Fund	16.61%	16.45%	0%
Baroda BNP Paribas Dividend Yield Fund	10.9%	0%	0%
Sundaram Dividend Yield Fund	12.09%	14.55%	0%
LIC MF Dividend Yield Fund	9.56%	0%	0%
ICICI Prudential Dividend Yield Equity Fund	16.53%	21.62%	23.52%
HDFC Dividend Yield Fund	16.14%	15.12%	0%
UTI Dividend Yield Fund	11.8%	13.15%	13.78%
Aditya Birla Sun Life Dividend Yield Fund	14.23%	13.46%	11.77%

^{_{Data as of 14-Dec-2025}}

SIP Calculator Fund: Duration: SIP Amount (₹):

Rolling Lumpsum returns

Fund	Any 1Y	Any 3Y	Any 5Y
Franklin India Dividend Yield Fund	12.67%	17.53%	22.27%
SBI Dividend Yield Fund	11.83%	0%	0%
Tata Dividend Yield Fund	6.72%	19.32%	0%
Baroda BNP Paribas Dividend Yield Fund	3.3%	0%	0%
Sundaram Dividend Yield Fund	12.71%	17.15%	0%
LIC MF Dividend Yield Fund	11.65%	0%	0%
ICICI Prudential Dividend Yield Equity Fund	9.66%	24.05%	28.38%
HDFC Dividend Yield Fund	15.76%	18.59%	0%
UTI Dividend Yield Fund	10.69%	12.69%	13.04%
Aditya Birla Sun Life Dividend Yield Fund	9.97%	11.7%	10.31%

^{_{Data as of 14-Dec-2025}}

Rolling SWP returns

Fund	Any 1Y SWP	Any 3Y SWP	Any 5Y SWP
Franklin India Dividend Yield Fund	10.06%	22.73%	30.98%
SBI Dividend Yield Fund	27.1%	0%	0%
Tata Dividend Yield Fund	12.31%	21.7%	0%
Baroda BNP Paribas Dividend Yield Fund	-4.63%	0%	0%
Sundaram Dividend Yield Fund	9.03%	20.53%	0%
LIC MF Dividend Yield Fund	30.15%	0%	0%
ICICI Prudential Dividend Yield Equity Fund	4.08%	27.34%	35.45%
HDFC Dividend Yield Fund	18.84%	23.27%	0%
UTI Dividend Yield Fund	9.0%	11.87%	10.06%
Aditya Birla Sun Life Dividend Yield Fund	6.24%	10.28%	6.02%

^{_{Data as of 14-Dec-2025}}

SIP and SWP returns with step-up

Rolling SIP returns with 10% step-up

Fund	Any 1Y SIP	Any 3Y 目↑ SIP	Any 5Y 目↑ SIP
Franklin India Dividend Yield Fund	12.9%	12.87%	16.18%
SBI Dividend Yield Fund	10.48%	0%	0%
Tata Dividend Yield Fund	16.61%	16.2%	0%
Baroda BNP Paribas Dividend Yield Fund	10.9%	0%	0%
Sundaram Dividend Yield Fund	12.09%	14.24%	0%
LIC MF Dividend Yield Fund	9.56%	0%	0%
ICICI Prudential Dividend Yield Equity Fund	16.53%	21.03%	23.28%
HDFC Dividend Yield Fund	16.14%	14.79%	0%
UTI Dividend Yield Fund	11.8%	17.37%	17.59%
Aditya Birla Sun Life Dividend Yield Fund	14.23%	14.52%	17.71%

^{_{Data as of 14-Dec-2025}}

Rolling SWP returns with 10% step-up

Fund	Any 1Y SWP	Any 3Y 目↑ SWP	Any 5Y 目↑ SWP
Franklin India Dividend Yield Fund	10.06%	22.74%	30.1%
SBI Dividend Yield Fund	27.1%	0%	0%
Tata Dividend Yield Fund	12.31%	21.61%	0%
Baroda BNP Paribas Dividend Yield Fund	-4.63%	0%	0%
Sundaram Dividend Yield Fund	9.03%	20.59%	0%
LIC MF Dividend Yield Fund	30.15%	0%	0%
ICICI Prudential Dividend Yield Equity Fund	4.08%	27.42%	34.67%
HDFC Dividend Yield Fund	18.84%	23.22%	0%
UTI Dividend Yield Fund	9.0%	24.33%	23.81%
Aditya Birla Sun Life Dividend Yield Fund	6.24%	24.18%	25.75%

^{_{Data as of 14-Dec-2025}}

Note:N.A. in returns indicate that the fund does not have sufficient history.

Tables have been updated on 14-Dec-2025

How are Equity: Dividend Yield funds taxed on selling?

Equity Funds Tax for FY2025-26	STCG Rate	LTCG Eligibility	LTCG Rate
Bought Anytime	20%	After 1Y	12.5% (above 1.25L) w 31Jan18 exemption

Note:

Dividends from mutual funds (called IDCW or Income Distribution cum Capital Withdrawal funds), are added to the income of the investor and taxed at their highest applicable (slab) rate.
Cess and surcharge (if applicable) is to be applied to taxes from mutual funds from selling and dividends.
Switches, SWP and selling any lump sum amount are taxable as per the table above.

Explore All Funds Belonging to this Type

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Disclaimer: Mutual fund investments are subject to market risks, read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of future performance of the schemes. The Mutual Fund is not guaranteeing or assuring any dividend under any of the schemes and the same is subject to the availability and adequacy of distributable surplus. Investors are requested to review the prospectus carefully and obtain expert professional advice with regard to specific legal, tax and financial implications of the investment/participation in the scheme.

Note: NAVs and returns updated on 14-Dec-2025.

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