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

Sundaram Dividend Yield Growth Direct Plan

NAV
₹140.0843
-2.55%
(19 Mar)
AUM
894 Cr
TER
1.04%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+8.5%
+6.4%
+4.1%
+3.3%
+2.7%
+2.5%
3Y
+18.9%
+21.6%
+18.4%
+15.6%
+16.2%
+19.9%
5Y
+18.5%
+21.6%
+15.7%
+13.9%
+15.5%
+16.2%
ALL
+13.4%
+15.7%
+13.3%
+13.4%
+11.6%
+16.6%
VOL
15.1%
14.8%
14.6%
15.3%
-
16.1%
TER
1.4%
0.6%
1.4%
1.0%
-
0.8%
AUM
₹1,495 Cr
₹6,531 Cr
₹3,880 Cr
₹894 Cr
-
₹662 Cr
INFO
0.89
1.06
0.91
0.88
-
1.03
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
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