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

Sundaram Dividend Yield Growth Direct Plan

NAV
₹148.8508
-0.50%
(8 Nov)
AUM
989 Cr
TER
0.94%
Risk
Very High Risk
Rating
Insights
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Compare with other fund
1Y
+57.6%
+47.1%
+42.8%
+41.4%
+40.1%
+37.5%
3Y
+22.7%
+26.1%
+22.9%
+20.8%
+22.8%
+18.4%
5Y
+24.9%
+27.8%
+24.7%
+23.3%
NA
+21.5%
ALL
+22.7%
+18.1%
+17.3%
+14.5%
+29.0%
+15.7%
VOL
16.1%
15.2%
15.2%
-
14.0%
15.6%
TER
1.4%
0.5%
1.4%
-
0.6%
0.9%
AUM
₹436 Cr
₹5,066 Cr
₹1,625 Cr
-
₹6,383 Cr
₹989 Cr
INFO
1.41
1.19
1.14
-
2.07
1.01
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 Aug
Top holdings
Treps
5.3%
NTPC Ltd
4.6%
HDFC Bank Ltd
4.6%
Infosys Ltd
4.2%
ICICI Bank Ltd
3.2%
Tata Consultancy Services Ltd
3.0%
Reliance Industries Ltd
2.8%
State Bank of India
2.6%
ITC Ltd
2.3%
Power Grid Corp Of India Ltd
2.3%
Top industry exposure
Financial Services
19.5%
Utilities
12.6%
Technology
12.4%
Industrials
10.6%
Energy
10.2%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
44%
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