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 Mar
Top holdings
HDFC Bank Ltd
8.2%
Treps
6.0%
ICICI Bank Ltd
5.5%
Infosys Ltd
3.5%
NTPC Ltd
3.3%
Reliance Industries Ltd
3.0%
Bharti Airtel Ltd
2.9%
Power Grid Corp Of India Ltd
2.4%
Larsen & Toubro Ltd
2.3%
ITC Ltd
2.3%
Top industry exposure
Financial Services
26.0%
Technology
10.9%
Consumer Defensive
9.4%
Utilities
9.2%
Industrials
9.1%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
55%
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.