Formerly Principal Dividend Yield Gr
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).
The performance of the fund on a Fund Size metric has been Neutral
The performance of the fund on a Outperformance Consistency metric has been Neutral
NAV (Dec 6)
6 Month CAGR
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.
Launched (19y ago)
Oct 15, 2004
AUM in Crores
IISL Nifty 500 TR INR
Standard Deviation (3yr)
Standard Deviation (5yr)
Sharpe Ratio (3yr)
Sharpe Ratio (5yr)
with step up of
|Sundaram Dividend Yield Fund (Growth)||11,10,463||3,77,851||16.6%|
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.
hdfc bank ltd4.3%
reliance industries ltd3.7%
|Fund Name||Fund Size||Outperformance Consistency|
₹ 11,883 cr
₹ 11,693 cr
₹ 17,531 cr
₹ 10,182 cr
₹ 9,101 cr
Sundaram Asset Management Company Ltd
|Fund Name||Scripbox Opinion||Till Date CAGR|
Sundaram Dividend Yield Fund (G) is a Dividend Yield Equity fund and has delivered an annualised return of 13.4% over a period of 19 years. The fund was previously known as Principal Dividend Yield Gr. The fund is managed by Sundaram Asset Management Company Ltd. The fund managers are Ashish Aggarwal, Ratish Varier.
Nav of Sundaram Dividend Yield Fund (G) as of 12/6/2023 is ₹112.11 with the total AUM as of 12/7/2023 is ₹595.886. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Dividend Yield Fund (G) was launched on Oct 15, 2004. The category risk of the fund is Very High Risk.
The minimum SIP amount for Sundaram Dividend Yield Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Sundaram Dividend Yield Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to IISL Nifty 500 TR INR.
Sundaram Dividend Yield Fund (G) is rated as a 2 fund in Equity and delivered 23.5% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Sundaram Dividend Yield Fund (G).
What is Sundaram Dividend Yield Fund (G)?
How to invest in Sundaram Dividend Yield Fund (G)?
You can invest in Sundaram Dividend Yield Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Sundaram Dividend Yield Fund (G)?
The minimum sip amount for Sundaram Dividend Yield Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Sundaram Dividend Yield Fund (G) good to invest in?
As per Scripbox experts, Sundaram Dividend Yield Fund (G) is a Neutral fund. You can investSundaram Dividend Yield Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Sundaram Dividend Yield Fund (G)?
The expense ratio of the Sundaram Dividend Yield Fund (G) is 2.4% for regular plan.