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

Sundaram Dividend Yield Growth Direct Plan

NAV
₹145.1758
-0.39%
(30 May)
AUM
881 Cr
TER
1.08%
Risk
Very High Risk
Rating
Insights
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Compare with other fund
1Y
+13.4%
+11.7%
+7.4%
+6.8%
+6.0%
+5.5%
3Y
+25.9%
+27.0%
+22.7%
+21.7%
+23.7%
+19.2%
5Y
+27.3%
+34.3%
NA
+26.4%
+27.4%
+24.3%
ALL
+20.3%
+17.1%
+24.0%
+13.8%
+15.0%
+14.7%
VOL
16.4%
15.1%
14.4%
-
15.3%
15.6%
TER
0.7%
0.6%
0.7%
-
1.4%
1.1%
AUM
₹509 Cr
₹5,231 Cr
₹6,177 Cr
-
₹1,416 Cr
₹881 Cr
INFO
1.24
1.13
1.67
-
0.98
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
61%
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