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

Sundaram Dividend Yield Growth Direct Plan

NAV
₹119.8595
+0.36%
(6 Dec)
AUM
596 Cr
TER
1.05%
Risk
Very High Risk
Rating
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+31.1%
+29.5%
+25.3%
+25.0%
+24.6%
+22.1%
3Y
+32.8%
+26.5%
+23.0%
+22.2%
+21.8%
+26.9%
5Y
+20.9%
+18.9%
+16.8%
+17.5%
+16.9%
+20.3%
ALL
+16.4%
+15.0%
+16.3%
+14.8%
+13.7%
+15.8%
VOL
15.3%
15.1%
-
15.6%
14.9%
13.7%
TER
0.7%
1.6%
-
1.1%
1.4%
1.4%
AUM
₹2,665 Cr
₹1,009 Cr
-
₹596 Cr
₹3,059 Cr
₹1,582 Cr
INFO
1.07
0.99
-
0.95
0.92
1.15
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 Oct
Top holdings
Treps
5.2%
NTPC Ltd
4.7%
HDFC Bank Ltd
4.3%
Infosys Ltd
3.9%
Reliance Industries Ltd
3.7%
ITC Ltd
3.1%
ICICI Bank Ltd
3.1%
Larsen & Toubro Ltd
2.5%
Tata Consultancy Services Ltd
2.2%
State Bank of India
2.2%
Top industry exposure
Financial Services
24.8%
Industrials
13.3%
Technology
12.4%
Utilities
9.4%
Consumer Defensive
8.1%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
24%
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