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

Sundaram Dividend Yield Growth Direct Plan

NAV
₹133.8304
-0.14%
(16 Apr)
AUM
805 Cr
TER
0.97%
Risk
Very High Risk
Rating
Insights
Asset Under Management (AUM) is in the bottom 25% of comparable funds
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+55.0%
+51.7%
+47.1%
+44.6%
+44.1%
+43.8%
3Y
+34.5%
+28.6%
+30.3%
+22.2%
+27.8%
+24.4%
5Y
+23.0%
+21.5%
NA
+19.2%
+23.0%
+18.6%
ALL
+17.6%
+16.6%
+29.7%
+15.5%
+17.1%
+15.9%
VOL
15.2%
15.1%
13.6%
15.5%
13.7%
-
TER
0.5%
1.5%
0.5%
1.0%
1.4%
-
AUM
₹3,626 Cr
₹1,271 Cr
₹4,630 Cr
₹805 Cr
₹2,075 Cr
-
INFO
1.16
1.10
2.19
1.00
1.25
-
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
31%
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