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
₹57.6151
+1.23%
(30 Nov)
AUM
596 Cr
TER
1.05%
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
1Y
+27.1%
+21.7%
+20.6%
+15.0%
+15.0%
+15.0%
3Y
+25.9%
+22.6%
+21.3%
+25.9%
+25.9%
+25.9%
5Y
+18.2%
+16.0%
+16.0%
+15.6%
+15.6%
+15.6%
ALL
+13.2%
+16.0%
+14.1%
+13.7%
+13.7%
+13.7%
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
0.87
-
0.86
0.83
0.83
0.83
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 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