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 28th Feb
Top holdings
HDFC Bank Ltd
7.7%
Treps
6.1%
ICICI Bank Ltd
5.2%
Infosys Ltd
4.0%
NTPC Ltd
3.1%
Reliance Industries Ltd
3.1%
Bharti Airtel Ltd
2.8%
Maruti Suzuki India Ltd
2.4%
Larsen & Toubro Ltd
2.2%
ITC Ltd
2.2%
Top industry exposure
Financial Services
26.2%
Technology
12.0%
Industrials
8.9%
Consumer Defensive
8.9%
Energy
7.8%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
54%
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.