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

Sundaram Dividend Yield Growth Direct Plan

NAV
₹150.9513
-1.36%
(13 Feb)
AUM
900 Cr
TER
1.03%
Risk
Very High Risk
Rating
Insights
No insights found for this fund
Compare with other fund
1Y
+22.0%
+17.1%
+14.6%
+13.3%
+12.9%
+10.8%
3Y
+20.5%
+24.9%
+23.3%
+20.1%
+21.4%
+17.8%
5Y
NA
+25.2%
+18.3%
+18.3%
+18.2%
+15.4%
ALL
+16.5%
+16.8%
+18.6%
+12.3%
+14.2%
+14.2%
VOL
15.0%
14.8%
16.0%
-
14.6%
15.3%
TER
0.6%
0.6%
0.7%
-
1.4%
1.0%
AUM
₹1,005 Cr
₹6,371 Cr
₹650 Cr
-
₹3,880 Cr
₹900 Cr
INFO
1.10
1.14
1.16
-
0.97
0.93
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
48%
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)
Siddarth Mohta

FAQs