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 Poor
The performance of the fund on a Outperformance Consistency metric has been Neutral
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NAV (Nov 25)
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 (18y 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
|Instrument||Returns||Total Corpus||Gains||Annualised %|
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 ltd5.2%
icici bank ltd5%
|Fund Name||Fund Size||Outperformance Consistency|
₹ 4,865 cr
₹ 10,427 cr
₹ 15,580 cr
₹ 10,427 cr
₹ 15,580 cr
Sundaram Asset Management Company Ltd
Sundaram Asset Management Company Ltd manages assets worth 57,917 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 160 equity,235 debt and 49 hybrid funds.
|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 12.9% over a period of 18 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 11/25/2022 is ₹89.33 with the total AUM as of 11/27/2022 is ₹344.479. 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 ₹0 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 4.5% 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 ₹0. 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 2.72% for regular plan.