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

Sundaram Dividend Yield Growth Direct Plan

NAV
₹150.2893
-1.02%
(2 Feb)
AUM
919 Cr
TER
1.03%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+13.2%
+10.1%
+8.7%
+8.6%
+8.1%
+8.0%
3Y
+24.4%
+20.9%
+18.5%
+21.3%
+19.6%
+22.1%
5Y
+26.5%
+21.5%
+17.6%
+19.1%
+19.4%
+19.1%
ALL
+16.6%
+14.7%
+14.3%
+14.1%
+12.2%
+18.1%
VOL
14.8%
15.1%
15.3%
14.6%
-
16.0%
TER
0.6%
1.4%
1.0%
1.5%
-
0.7%
AUM
₹6,400 Cr
₹1,505 Cr
₹919 Cr
₹3,946 Cr
-
₹689 Cr
INFO
1.12
0.97
0.93
0.97
-
1.13
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 Dec
Top holdings
HDFC Bank Ltd
7.0%
Treps
4.3%
ICICI Bank Ltd
3.9%
Infosys Ltd
3.8%
Embassy Office Parks REIT
3.4%
NTPC Ltd
3.4%
State Bank of India
3.2%
ITC Ltd
3.1%
Oil & Natural Gas Corp Ltd
2.6%
Coal India Ltd
2.6%
Top industry exposure
Financial Services
23.0%
Technology
13.0%
Energy
12.7%
Utilities
11.9%
Consumer Defensive
8.4%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
48%
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