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

Sundaram Dividend Yield Growth Direct Plan

NAV
₹151.8096
-0.13%
(14 Jan)
AUM
919 Cr
TER
1.06%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is below its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+13.8%
+13.8%
+9.4%
+8.7%
+6.7%
+4.9%
3Y
+24.8%
+19.7%
+19.6%
+17.9%
+21.4%
+22.4%
5Y
+24.9%
NA
+18.2%
+16.4%
+17.7%
+17.8%
ALL
+16.8%
+16.3%
+12.4%
+14.4%
+14.2%
+18.5%
VOL
14.8%
14.9%
-
15.3%
14.6%
16.0%
TER
0.6%
0.5%
-
1.1%
1.5%
0.7%
AUM
₹6,358 Cr
₹1,023 Cr
-
₹919 Cr
₹3,946 Cr
₹689 Cr
INFO
1.13
1.09
-
0.94
0.97
1.16
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 Dec
Top holdings
HDFC Bank Ltd
7.0%
Treps
4.3%
ICICI Bank Ltd
3.9%
Infosys Ltd
3.8%
Embassy Office Parks REIT
3.4%
NTPC Ltd
3.4%
State Bank of India
3.2%
ITC Ltd
3.1%
Oil & Natural Gas Corp Ltd
2.6%
Coal India Ltd
2.6%
Top industry exposure
Financial Services
23.0%
Technology
13.0%
Energy
12.7%
Utilities
11.9%
Consumer Defensive
8.4%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
51%
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)
Clyton Fernandes

FAQs