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

Sundaram Dividend Yield Growth Direct Plan

NAV
₹153.8528
-0.09%
(11 Oct)
AUM
987 Cr
TER
0.96%
Risk
Very High Risk
Rating
Insights
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Compare with other fund
1Y
+59.7%
+53.5%
+51.6%
+44.4%
+44.3%
+42.7%
3Y
+23.9%
+27.6%
+24.9%
+19.5%
+21.3%
+24.1%
5Y
+26.6%
+29.2%
+27.4%
+24.1%
+25.0%
NA
ALL
+23.5%
+18.5%
+18.4%
+16.2%
+14.0%
+30.5%
VOL
16.1%
15.2%
15.2%
15.6%
-
14.0%
TER
1.4%
0.5%
1.4%
1.0%
-
0.6%
AUM
₹392 Cr
₹5,066 Cr
₹1,600 Cr
₹987 Cr
-
₹6,203 Cr
INFO
1.46
1.22
1.21
1.04
-
2.17
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 Aug
Top holdings
Treps
5.3%
NTPC Ltd
4.6%
HDFC Bank Ltd
4.6%
Infosys Ltd
4.2%
ICICI Bank Ltd
3.2%
Tata Consultancy Services Ltd
3.0%
Reliance Industries Ltd
2.8%
State Bank of India
2.6%
ITC Ltd
2.3%
Power Grid Corp Of India Ltd
2.3%
Top industry exposure
Financial Services
19.5%
Utilities
12.6%
Technology
12.4%
Industrials
10.6%
Energy
10.2%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
39%
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