- Mutual Funds
- Sundaram Mutual Fund
- Sundaram Dividend Yield Fund Direct Growth
Sundaram Dividend Yield Fund Direct Plan Growth
₹ 136.18
NAV (Apr 04)
Dividend Yield funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).
Sundaram Dividend Yield Fund Direct Growth Calculator
Investment Duration5 years
7,32,612
Total Investment7,17,459
Wealth Gained14,50,071
Total Corpus Created (₹)
With CAGR of 26.327 % in 5 yearsHistorical NAV
₹ 136.1762
NAV (Apr 4)
Fund Returns
Last 1Y | 0.4% |
Last 3Y | 14.3% |
Last 5Y | 26.3% |
Last 10Y | 14.3% |
Since Inception | 14.3% |
6 Month CAGR | -11.9% |
Scheme Information
The scheme aims to provide capital appreciation by investing predominantly in a well-diversified portfolio of companies that have a relatively high dividend yield.
Expense Ratio | 1.24 % |
Launched 12Y ago | 2013-01-02 |
AUM in Crores | 806.5 |
ISIN | INF173K01EV3 |
Lock-in (days) | No Lock-in |
Benchmark | NIFTY 500 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation | 13.5 |
Beta | 0.9 |
Sharpe Ratio | 0.6 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Sundaram Dividend Yield Fund Direct (G) | 14,50,071 | 7,17,459 | 26.3% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
Others
5.38%NTPC Ltd.
4.68%HDFC Bank Ltd.
4.55%Infosys Ltd.
4.11%ICICI Bank Ltd.
3.21%
Allocation by Sector
Financial
24.79%Energy
13.11%Technology
12.55%Consumer Staples
7.87%Automobile
7.71%
Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 46,114 cr | ||
₹ 88,004 cr | ||
₹ 60,177 cr | ||
₹ 21,526 cr | ||
₹ 14,981 cr |
About the AMC
Sundaram Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
20.4% | 18% | ||
7.3% | 7.6% | ||
12.8% | 12% | ||
14% | 20.1% | ||
17.7% | 14% |
Sundaram Dividend Yield Fund Direct Growth Calculator
Investment Duration5 years
7,32,612
Total Investment7,17,459
Wealth Gained14,50,071
Total Corpus Created (₹)
With CAGR of 26.327 % in 5 yearsFrequently Asked Questions
What is the expense ratio for Sundaram Dividend Yield Fund Direct Plan Growth?
What is the current AUM of Sundaram Dividend Yield Fund Direct Growth?
What is the latest NAV of Sundaram Dividend Yield Fund Direct Growth?
What is the Riskometer rating for Sundaram Dividend Yield Fund Direct Plan Growth?
Which are the top sector holdings in Sundaram Dividend Yield Fund Direct Plan?
Which are the top stock holdings in Sundaram Dividend Yield Fund Direct Plan?
What is the asset allocation of Sundaram Dividend Yield Fund Direct Plan Growth?
What has been the performance of Sundaram Dividend Yield Fund Direct Growth returns?
Does Sundaram Dividend Yield Fund Direct Growth have a lock-in period?
Can I invest in both SIP and lump sum options in Sundaram Dividend Yield Fund Direct Plan Growth?
How to invest in Sundaram Dividend Yield Fund Direct Growth?
How can I redeem my investment in Sundaram Dividend Yield Fund Direct Plan?