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

Sundaram Dividend Yield Growth Direct Plan

NAV
₹97.2715
+0.49%
(2 Jun)
AUM
420 Cr
TER
1.48%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+19.6%
+19.5%
+13.9%
+13.0%
+12.2%
+9.6%
3Y
+28.0%
+35.9%
+26.5%
+24.6%
+24.9%
+33.8%
5Y
+11.6%
+13.4%
+11.4%
+12.4%
+12.3%
+14.5%
ALL
+11.2%
+14.3%
+16.3%
+13.3%
+12.3%
+14.7%
VOL
15.2%
15.5%
-
15.8%
15.1%
13.9%
TER
1.7%
0.6%
-
1.5%
1.4%
1.2%
AUM
₹883 Cr
₹1,359 Cr
-
₹420 Cr
₹2,810 Cr
₹1,411 Cr
INFO
0.74
0.92
-
0.84
0.81
1.06
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 30th Apr
Top holdings
Reverse Repo
7.2%
HDFC Bank Ltd
6.0%
Infosys Ltd
4.6%
NTPC Ltd Shs Dematerialised
4.4%
ICICI Bank Ltd
4.4%
ITC Ltd Shs Dematerialised
4.1%
Reliance Industries Ltd
3.6%
State Bank of India
3.2%
Tata Consultancy Services Ltd Shs Dematerialised
2.8%
HCL Technologies Ltd
2.8%
Top industry exposure
Financial Services
22.9%
Technology
13.9%
Industrials
12.5%
Utilities
9.1%
Consumer Defensive
8.7%
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