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

Sundaram Dividend Yield Half Yearly IDCW Reinvest Direct Plan

NAV
₹64.3482
+0.32%
(23 Apr)
AUM
820 Cr
TER
0.94%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
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Compare with other fund
1Y
+48.4%
+48.4%
+48.4%
+47.3%
+45.4%
+40.0%
3Y
+30.0%
+30.0%
+30.0%
+26.7%
+24.8%
+20.6%
5Y
NA
NA
NA
+20.5%
+18.8%
+17.9%
ALL
+29.3%
+29.3%
+29.3%
+14.2%
+16.0%
+14.8%
VOL
14.0%
14.0%
14.0%
15.2%
-
16.4%
TER
0.5%
0.5%
0.5%
1.5%
-
0.9%
AUM
₹4,692 Cr
₹4,692 Cr
₹4,692 Cr
₹1,271 Cr
-
₹820 Cr
INFO
2.09
2.09
2.09
0.93
-
0.90
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 Half Yearly IDCW Reinvest (DR)
₹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 29th Feb
Top holdings
Reliance Industries Ltd
5.2%
HDFC Bank Ltd
4.7%
NTPC Ltd
4.6%
Treps
3.8%
Infosys Ltd
3.4%
ICICI Bank Ltd
3.1%
Tata Consultancy Services Ltd
2.6%
Bharat Electronics Ltd
2.4%
Larsen & Toubro Ltd
2.4%
State Bank of India
2.3%
Top industry exposure
Financial Services
25.6%
Industrials
12.4%
Technology
11.7%
Energy
10.3%
Utilities
9.5%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
32%
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