RV
Ratish VarierFund Manager Since 1 Jan 2022
EquityDividend Yield
Sundaram Dividend Yield Fund Growth
3Y Annualised
14.74%
-1.90% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
-5.83%
-1.90% 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
5 years 1 months
NIFTY 50
6 years 1 months
FD
9 years 7 months
Fund info
Fund size
₹900.40 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
Baroda BNP Paribas Dividend Yield Fund Direct Growth
-4.53%
2nd
Baroda BNP Paribas Dividend Yield Fund Direct Payout Inc Dist cum Cap Wdrl
-4.53%
3rd
Baroda BNP Paribas Dividend Yield Fund Direct Reinvestment Inc Dist cum Cap Wdrl
-4.53%
4th
Baroda BNP Paribas Dividend Yield Fund Regular Growth
-4.62%
5th
Baroda BNP Paribas Dividend Yield Fund Regular Payout Inc Dist cum Cap Wdrl
-4.62%
25th
Sundaram Dividend Yield Fund Growth
-5.83%
Fund Managers
AA
Ashish AggarwalFund Manager Since 1 Jan 2022
About Sundaram Dividend Yield Fund Growth
Sundaram Dividend Yield Fund Growth is a Equity mutual fund scheme from Sundaram Asset Management Company Ltd. This fund has been in existence for 21 years, having been launched on 2004-10-15. Sundaram Dividend Yield Fund Growth has ₹900.40 Cr worth of assets under management (AUM) as of Wed Mar 11 2026. The latest Net Asset Value (NAV) of Sundaram Dividend Yield Fund Growth as of Tue Mar 10 2026 is ₹133.0513. The fund has an expense ratio of 2.29%, which is medium comparable to most other Equity funds.
Sundaram Dividend Yield Fund Growth returns for the last 1 year are 7.55%. Since launch, it has delivered 12.81% average annual returns.
The Sundaram Dividend Yield Fund Growth has the majority of its money invested in Financial Services, Technology, Utilities, Real Estate, Energy sectors.
Top 5 Holdings of Sundaram Dividend Yield Fund Growth.
- HDFC Bank Ltd: 6.71%
- ICICI Bank Ltd: 3.99%
- Infosys Ltd: 3.89%
- NTPC Ltd: 3.76%
- State Bank of India: 3.55%
AMC Information
| Name | Sundaram Asset Management Company Ltd |
|---|---|
| Founding Date | 2004-10-15 |
| 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 Growth
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
Similar Funds from Sundaram Asset Management Company Ltd
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expense ratio
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Sundaram Banking & PSU Fund Growth
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3Y CAGR
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expense ratio
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fund size
₹370.97 Cr
Sundaram Banking & PSU Fund Regular Growth
Fixed IncomeBanking & PSU
3Y CAGR
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expense ratio
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fund size
₹370.97 Cr
Calculate Your Returns
Estimated Returns in 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0
