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

Sundaram Dividend Yield Growth Direct Plan

NAV
₹139.4542
-0.01%
(31 Mar)
AUM
806 Cr
TER
1.24%
Risk
Very High Risk
Rating
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is below its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+13.6%
+10.7%
+7.4%
+5.8%
+5.5%
+5.2%
3Y
+19.9%
+23.4%
+19.3%
+17.2%
+19.0%
+16.7%
5Y
+28.4%
+36.4%
+29.5%
+28.1%
NA
+26.3%
ALL
+19.3%
+16.9%
+14.6%
+12.8%
+23.2%
+14.6%
VOL
16.3%
15.1%
15.3%
-
14.2%
15.6%
TER
0.7%
0.7%
1.4%
-
0.8%
1.2%
AUM
₹446 Cr
₹4,575 Cr
₹1,339 Cr
-
₹5,512 Cr
₹806 Cr
INFO
1.19
1.12
0.96
-
1.63
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 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.
Fund manager(s)
Ratish Varier
Ashish Aggarwal

FAQs