RV
Ratish VarierFund Manager Since 1 Jan 2022
EquityDividend Yield
Sundaram Dividend Yield Fund - Direct Plan - Growth Option
3Y Annualised
15.06%
0.41% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
-2.52%
0.41% 1D
Benchmark
Nifty 50 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
4 years 11 months
NIFTY 50
7 years 3 months
FD
9 years 7 months
Fund info
Fund size
₹855.65 Cr
Min. SIP amount
₹500
Min. Lumpsum amount
₹5000
Exit load
0.01%
If redeemed/ switched on or before 365 days from the date of allotment: Nil for redemption/ switch out of units upto 24% of the units allotted (the limit). 1% on redemption in excess of 24% of the limit stated above Redemption of units would be done on First in First out Basis (FIFO). Nil thereafter
Risk Profile
Very High Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
LIC MF Dividend Yield Fund Direct Growth
1.00%
2nd
LIC MF Dividend Yield Fund Direct Payout of Income Distribution cum Cap wdrl
0.99%
3rd
LIC MF Dividend Yield Fund Direct Reinvestment of Income Distribution cum Cap wdrl
0.99%
4th
LIC MF Dividend Yield Fund Regular Growth
0.86%
5th
LIC MF Dividend Yield Fund Regular Payout of Income Distribution cum Cap wdrl
0.86%
63rd
Sundaram Dividend Yield Fund - Direct Plan - Growth Option
-2.52%
Fund Managers
AA
Ashish AggarwalFund Manager Since 1 Jan 2022
About Sundaram Dividend Yield Fund - Direct Plan - Growth Option
Sundaram Dividend Yield Fund - Direct Plan - Growth Option is a Equity mutual fund scheme from Sundaram Asset Management Company Ltd. This fund has been in existence for 13 years, having been launched on 2013-01-01. Sundaram Dividend Yield Fund - Direct Plan - Growth Option has ₹855.65 Cr worth of assets under management (AUM) as of Mon May 25 2026. The latest Net Asset Value (NAV) of Sundaram Dividend Yield Fund - Direct Plan - Growth Option as of Tue May 19 2026 is ₹144.428. The fund has an expense ratio of 1.1%, which is medium comparable to most other Equity funds.
Sundaram Dividend Yield Fund - Direct Plan - Growth Option returns for the last 1 year are -1.43%. Since launch, it has delivered 13.53% average annual returns.
The Sundaram Dividend Yield Fund - Direct Plan - Growth Option has the majority of its money invested in Financial Services, Utilities, Real Estate, Energy, Technology, Industrials sectors.
Top 5 Holdings of Sundaram Dividend Yield Fund - Direct Plan - Growth Option.
- HDFC Bank Ltd: 5.86%
- NTPC Ltd: 4.43%
- ICICI Bank Ltd: 3.91%
- State Bank of India: 3.71%
- Embassy Office Parks REIT: 3.57%
AMC Information
| Name | Sundaram Asset Management Company Ltd |
|---|---|
| Founding Date | 2013-01-01 |
| customer@principalindia.com | |
| Phone | +91 44 28583362/3367 |
| Website | www.sundarammutual.com |
| Address | Principal Pnb Asset Management Co. Pvt. Ltd.,Exchange Plaza, Ground Floor, B Wing,,NSE Building, Bandra Kurla Complex,,Bandra (East) |
Tax Implications of Sundaram Dividend Yield Fund - Direct Plan - Growth Option
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
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Calculate Your Returns
Estimated Returns in 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0
