Sundaram Dividend Yield Growth Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹5,000

Sundaram Dividend Yield Growth Direct Plan

NAV
₹141.5266
-0.94%
(8 May)
AUM
863 Cr
TER
1.21%
Risk
Very High Risk
Rating
Insights
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Compare with other fund
1Y
+10.1%
+7.9%
+5.9%
+4.9%
+4.6%
+1.7%
3Y
+26.1%
+21.5%
+18.4%
+21.2%
+19.5%
+21.1%
5Y
+35.2%
+26.2%
+25.0%
NA
+26.7%
+27.0%
ALL
+17.0%
+19.1%
+14.6%
+23.3%
+13.7%
+14.3%
VOL
15.1%
16.4%
15.6%
14.3%
-
15.3%
TER
0.7%
0.7%
1.2%
0.9%
-
1.4%
AUM
₹4,995 Cr
₹509 Cr
₹863 Cr
₹5,964 Cr
-
₹1,404 Cr
INFO
1.12
1.17
0.94
1.63
-
0.94
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Sundaram Dividend Yield (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Mar
Top holdings
HDFC Bank Ltd
8.2%
Treps
6.0%
ICICI Bank Ltd
5.5%
Infosys Ltd
3.5%
NTPC Ltd
3.3%
Reliance Industries Ltd
3.0%
Bharti Airtel Ltd
2.9%
Power Grid Corp Of India Ltd
2.4%
Larsen & Toubro Ltd
2.3%
ITC Ltd
2.3%
Top industry exposure
Financial Services
26.0%
Technology
10.9%
Consumer Defensive
9.4%
Utilities
9.2%
Industrials
9.1%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
55%
Lock-in period
-
Exit load
• 1% for redemption within 365 days
Fund objective
The investment objective of the scheme would be to provide capital appreciation and/or dividend distribution by investing predominantly in a well-diversified portfolio of companies that have a relatively high dividend yield.
Fund manager(s)
Ratish Varier
Ashish Aggarwal

FAQs