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

Sundaram Dividend Yield Growth Direct Plan

NAV
₹144.9646
-1.89%
(9 Mar)
AUM
900 Cr
TER
1.04%
Risk
Very High Risk
Rating
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is below its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+12.4%
+10.8%
+10.6%
+8.9%
+8.9%
+8.0%
3Y
+22.3%
+19.5%
+19.0%
+16.2%
+17.6%
+20.7%
5Y
+22.1%
+16.7%
+18.8%
+14.3%
+16.3%
+16.6%
ALL
+16.1%
+13.8%
+13.9%
+13.8%
+11.9%
+17.2%
VOL
14.8%
14.6%
15.1%
15.3%
-
16.0%
TER
0.6%
1.4%
1.4%
1.0%
-
0.8%
AUM
₹6,371 Cr
₹3,880 Cr
₹1,524 Cr
₹900 Cr
-
₹662 Cr
INFO
1.09
0.95
0.92
0.90
-
1.08
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 31st Jan
Top holdings
HDFC Bank Ltd
6.7%
Treps
4.4%
ICICI Bank Ltd
4.0%
Infosys Ltd
3.9%
NTPC Ltd
3.8%
State Bank of India
3.6%
Embassy Office Parks REIT
3.5%
Oil & Natural Gas Corp Ltd
3.0%
Coal India Ltd
2.9%
Tech Mahindra Ltd
2.7%
Top industry exposure
Financial Services
23.2%
Technology
13.6%
Energy
13.2%
Utilities
11.3%
Consumer Defensive
7.8%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
42%
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