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

Sundaram Dividend Yield Growth Direct Plan

NAV
₹133.9130
+0.66%
(22 Apr)
AUM
820 Cr
TER
0.94%
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
+56.5%
+50.0%
+48.4%
+45.5%
+45.4%
+43.4%
3Y
+34.2%
+27.6%
+30.0%
+22.3%
+24.8%
+26.8%
5Y
+23.4%
+21.1%
NA
+19.4%
+18.8%
+22.5%
ALL
+17.5%
+16.2%
+29.3%
+15.4%
+16.0%
+16.9%
VOL
15.2%
15.1%
13.5%
15.5%
-
13.7%
TER
0.5%
1.5%
0.5%
0.9%
-
1.4%
AUM
₹3,626 Cr
₹1,271 Cr
₹4,692 Cr
₹820 Cr
-
₹2,075 Cr
INFO
1.16
1.07
2.16
0.99
-
1.23
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 29th Feb
Top holdings
Reliance Industries Ltd
5.2%
HDFC Bank Ltd
4.7%
NTPC Ltd
4.6%
Treps
3.8%
Infosys Ltd
3.4%
ICICI Bank Ltd
3.1%
Tata Consultancy Services Ltd
2.6%
Bharat Electronics Ltd
2.4%
Larsen & Toubro Ltd
2.4%
State Bank of India
2.3%
Top industry exposure
Financial Services
25.6%
Industrials
12.4%
Technology
11.7%
Energy
10.3%
Utilities
9.5%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
32%
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