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

Sundaram Dividend Yield Growth Direct Plan

NAV
₹146.1515
+1.17%
(15 May)
AUM
881 Cr
TER
1.21%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+14.0%
+11.8%
+8.6%
+8.0%
+6.9%
+6.4%
3Y
+25.4%
+28.3%
+23.9%
+22.2%
+20.4%
+24.1%
5Y
+27.4%
+35.8%
NA
+26.7%
+25.1%
+27.5%
ALL
+20.0%
+17.1%
+23.9%
+13.7%
+14.7%
+14.7%
VOL
16.5%
15.1%
14.4%
-
15.6%
15.3%
TER
0.7%
0.7%
0.8%
-
1.2%
1.4%
AUM
₹509 Cr
₹5,231 Cr
₹6,177 Cr
-
₹881 Cr
₹1,416 Cr
INFO
1.21
1.13
1.66
-
0.94
0.96
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
55%
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