About Kristal
The Regular income (Quarterly) kristal invests in ETFs (exchange traded funds) that return high dividends. Assets are carefully chosen by an algorithm to maximize average dividend yield while making sure that the investor can earn around 3% (annualized yield) while preserving capital through a selection of lower volatility assets. Recommended For: This strategy is optimised for investors with a conservative risk profile, with payment of regular dividends being the principal objectives of the strategy.
Why Invest in Regular Income (Quarterly)?
Ideal for medium risk profile investors looking to earn passive income on their investments via dividends.
When to Invest in Regular Income (Quarterly)?
The Kristal performs best in a growing economic environment with rising equity prices and growing company profits and dividend payments
Returns
Returns | 1Y | 3Y |
---|---|---|
Regular Income (Quarterly) | 34.08% | 5.21% |
Projected Returns
Returnsbased on historic SIP returns of 2.75% per annum
Scheme Information
Sharpe | 0.24 |
Volatility | 15.06% |
Max drawdown | -25.69% |