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Sundaram Dividend Yield Half Yearly IDCW Reinvest Direct Plan
Equity
Dividend Yield Fund
Sundaram Dividend Yield Half Yearly IDCW Reinvest Direct Plan
SIP amount
₹
Min. ₹500
Lumpsum amount
₹
Min. ₹5,000
Invest now
Add to cart
Sundaram Dividend Yield Half Yearly IDCW Reinvest Direct Plan
NAV
₹64.8437
-0.49%
(13 Jun)
AUM
895 Cr
TER
1.08%
Risk
Very High Risk
Rating
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
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
LIC Dividend Yield IDC...
LIC Dividend Yield IDC...
ICICI Pru Dividend Yie...
ICICI Pru Dividend Yie...
Category Average
Sundaram Dividend Yiel...
1Y
+8.2%
+8.2%
+7.4%
+7.4%
+3.4%
-2.7%
3Y
+28.1%
+28.1%
+27.7%
+27.7%
+22.7%
+19.1%
5Y
+26.7%
+26.7%
+30.9%
+30.9%
+25.8%
+22.5%
ALL
+20.4%
+20.4%
+16.1%
+16.1%
+13.7%
+14.1%
VOL
16.4%
16.4%
16.7%
16.7%
-
16.4%
TER
0.7%
0.7%
0.6%
0.6%
-
1.1%
AUM
₹560 Cr
₹560 Cr
₹5,401 Cr
₹5,401 Cr
-
₹895 Cr
INFO
1.24
1.24
0.96
0.96
-
0.86
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 30th Apr
Top holdings
HDFC Bank Ltd
8.4%
ICICI Bank Ltd
5.3%
Treps
4.3%
NTPC Ltd
3.8%
Infosys Ltd
3.2%
Reliance Industries Ltd
3.2%
Power Grid Corp Of India Ltd
3.1%
Bharti Airtel Ltd
2.7%
Maruti Suzuki India Ltd
2.6%
Oil & Natural Gas Corp Ltd
2.6%
Top industry exposure
Financial Services
23.4%
Utilities
12.5%
Technology
11.8%
Energy
10.3%
Consumer Defensive
8.6%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
61%
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)
Ashish Aggarwal
More details
Fund offer document
All funds from SUNDARAM
FAQs
Monthly SIP
One Time