Sundaram Dividend Yield Growth Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹5,000

Sundaram Dividend Yield Growth Direct Plan

NAV
₹139.2336
+0.19%
(2 Apr)
AUM
894 Cr
TER
1.09%
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
In beta. Send feedback here.
Compare with other fund
1Y
+7.8%
+2.0%
+1.3%
+0.4%
+0.4%
-0.4%
3Y
+17.3%
+18.1%
+15.6%
+15.2%
+20.2%
+19.2%
5Y
NA
+14.8%
+14.4%
+13.3%
+21.1%
+15.4%
ALL
+13.6%
+13.2%
+11.4%
+13.3%
+15.4%
+16.3%
VOL
15.3%
14.6%
-
15.3%
14.9%
16.2%
TER
0.6%
1.4%
-
1.1%
0.6%
0.8%
AUM
₹1,019 Cr
₹3,880 Cr
-
₹894 Cr
₹6,531 Cr
₹662 Cr
INFO
0.89
0.90
-
0.87
1.04
1.00
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 (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 28th Feb
Top holdings
HDFC Bank Ltd
6.5%
Treps
5.3%
ICICI Bank Ltd
4.1%
NTPC Ltd
4.1%
State Bank of India
4.0%
Embassy Office Parks REIT
3.4%
Oil & Natural Gas Corp Ltd
3.1%
Infosys Ltd
3.1%
Power Grid Corp Of India Ltd
2.9%
Coal India Ltd
2.9%
Top industry exposure
Financial Services
23.6%
Energy
13.5%
Utilities
12.1%
Technology
10.1%
Consumer Defensive
8.8%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
36%
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)
Siddarth Mohta

FAQs