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EquityDividend Yield

Sundaram Dividend Yield Fund Growth

3Y Annualised

19.44%

0.14% 1D

Fund Performance

Fund Multiplier

Fund Info

Peer Comparison

Fund Managers

AMC Details

Performance

1M Returns

1.27%

0.14% 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

3 years 11 months

NIFTY 50

4 years 4 months

FD

9 years 7 months

Fund info

Fund size

₹914.79 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

Fund Managers

RV
Ratish VarierFund Manager Since 1 Jan 2022
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 20 years, having been launched on 2004-10-15. Sundaram Dividend Yield Fund Growth has ₹914.79 Cr worth of assets under management (AUM) as of Thu Jul 17 2025. The latest Net Asset Value (NAV) of Sundaram Dividend Yield Fund Growth as of Wed Jul 16 2025 is ₹136.2569. 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 -3.38%. Since launch, it has delivered 13.41% average annual returns.

The Sundaram Dividend Yield Fund Growth has the majority of its money invested in Financial Services, Technology, Utilities, Consumer Defensive, Real Estate, Energy sectors.

Top 5 Holdings of Sundaram Dividend Yield Fund Growth.

  1. HDFC Bank Ltd: 7.11%
  2. ICICI Bank Ltd: 4.35%
  3. Infosys Ltd: 3.50%
  4. NTPC Ltd: 3.48%
  5. ITC Ltd: 3.00%

AMC Information

NameSundaram Asset Management Company Ltd
Founding Date2004-10-15
Emailcustomer@principalindia.com
Phone+91 44 28583362/3367
Websitewww.sundarammutual.com
AddressPrincipal 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 Gains20% + applicable Surcharge + 4% Cess
Long Term Gains12.5% without indexation + applicable Surcharge + 4% Cess

Similar Funds from Sundaram Asset Management Company Ltd

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Estimated Returns in 3 Years

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Total Amount

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₹1,000+ cr

AUM

1+ Lac

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