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

Sundaram Dividend Yield Growth Direct Plan

NAV
₹145.9744
+0.16%
(24 Jun)
AUM
895 Cr
TER
1.07%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+8.9%
+6.1%
+2.5%
+1.9%
+1.5%
+1.0%
3Y
+30.1%
+28.6%
+26.1%
+24.4%
+28.2%
+21.6%
5Y
+32.2%
+25.7%
NA
+25.1%
+26.5%
+22.6%
ALL
+17.1%
+20.3%
+23.9%
+13.8%
+15.1%
+14.7%
VOL
15.1%
16.4%
14.3%
-
15.3%
15.6%
TER
0.6%
0.7%
0.7%
-
1.4%
1.1%
AUM
₹5,401 Cr
₹560 Cr
₹6,379 Cr
-
₹1,471 Cr
₹895 Cr
INFO
1.14
1.24
1.67
-
0.99
0.94
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 May
Top holdings
HDFC Bank Ltd
8.2%
Treps
5.5%
ICICI Bank Ltd
4.8%
NTPC Ltd
3.5%
Infosys Ltd
3.3%
Power Grid Corp Of India Ltd
2.8%
ITC Ltd
2.8%
Reliance Industries Ltd
2.7%
Embassy Office Parks REIT
2.7%
Maruti Suzuki India Ltd
2.6%
Top industry exposure
Financial Services
23.1%
Utilities
12.4%
Technology
12.3%
Energy
10.7%
Consumer Defensive
7.6%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
60%
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)
Ashish Aggarwal

FAQs