Sundaram Dividend Yield Half Yearly IDCW Payout Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹5,000

Sundaram Dividend Yield Half Yearly IDCW Payout Direct Plan

NAV
₹58.1009
+0.84%
(1 Dec)
AUM
596 Cr
TER
1.05%
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
In beta. Send feedback here.
Compare with other fund
1Y
+28.4%
+22.3%
+21.8%
+16.3%
+16.3%
+16.3%
3Y
+26.3%
+22.9%
+21.8%
+26.6%
+26.6%
+26.6%
5Y
+18.3%
+16.4%
+16.4%
+16.0%
+16.0%
+16.0%
ALL
+13.4%
+16.2%
NA
+13.9%
+13.9%
+13.9%
VOL
15.2%
-
16.4%
16.6%
16.6%
16.6%
TER
1.6%
-
1.1%
0.7%
0.7%
0.7%
AUM
₹1,009 Cr
-
₹596 Cr
₹2,665 Cr
₹2,665 Cr
₹2,665 Cr
INFO
0.88
-
0.00
0.84
0.84
0.84
See fund holdings as of 31st Oct
Top holdings
Treps
5.2%
NTPC Ltd
4.7%
HDFC Bank Ltd
4.3%
Infosys Ltd
3.9%
Reliance Industries Ltd
3.7%
ITC Ltd
3.1%
ICICI Bank Ltd
3.1%
Larsen & Toubro Ltd
2.5%
Tata Consultancy Services Ltd
2.2%
State Bank of India
2.2%
Top industry exposure
Financial Services
24.8%
Industrials
13.3%
Technology
12.4%
Utilities
9.4%
Consumer Defensive
8.1%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
24%
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