16269
18076
Sundaram Dividend Yield Fund - Direct Growth
20.30
44.24
24.04
-2.34
-0.69
5.12
14.98
16.18
  • Sundaram Dividend Yield Fund - Direct Growth

    • Equity .
    • Dividend Yield Fund
  • NAV

    155.72

    as on 03 Oct 2024

  • ₹-2.70 (-1.70%)

    Last Change

  • 20.30%

    3Y CAGR returns

  • ₹ 500

    Min SIP
  • ₹ 5000

    Min Lumpsum
  • 0.96%

    Expense Ratio
  • Rating
  • 987 Cr

    Fund Size
  • 11 Years

    Fund Age

SIP Calculator

Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00
Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00

Returns and Ranks ( as on 03 Oct 2024 )

  • 1Y
  • 3Y
  • 5Y
  • MAX
  • Trailing Returns
  • 44.24%
  • 20.30%
  • 24.04%
  • 16.18
5.30%
4.64%
4.56%
4.24%
78.05%
View all Holdings
  • 2.83Alpha
  • 3.37SD
  • 0.85Beta
  • 1.08Sharpe
  • Exit Load
  • 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
To provide long-term capital appreciation and/or dividend distribution by investing predominantly in a well diversified portfolio of companies that have a relatively high dividend yield.

Ratish Varier

Low Low to
moderate
Moderate Moderately
High
High Very
High

Sundaram Mutual Fund

  • AUM :
  • 60,751Cr
  • Address :
  • Sundaram Towers, 2nd Floor,46 White Road, Royapettah,Chennai 600 014
  • Contact :
  • +91044-2858 3362/3367
  • Email ID :
  • customerservices@sundarammutual.com
Mutual Fund by Category

Large Cap

  • Fund Name

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Small Cap

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Long Duration

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Aggressive Hybrid Mutual

FAQs

You can invest in Sundaram Dividend Yield Fund - Direct Growth in a quick and simple process. Follow the below steps

  1. Login to your 5paisa account, Go to the Mutual Funds section.
  2. Search for Sundaram Dividend Yield Fund - Direct Growth in the search box.
  3. Click on "Start SIP" if you wish to do a SIP or click on "One-time" if you wish to invest a lumpsum amount then click on "Invest Now"

Sundaram Dividend Yield Fund - Direct Growth has delivered 16.17% since inception

The NAV of Sundaram Dividend Yield Fund - Direct Growth is ₹150.127 as of 03 Oct 2024

The expense ratio of Sundaram Dividend Yield Fund - Direct Growth is % as of 03 Oct 2024

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on "Redeem all units

The AUM of Sundaram Dividend Yield Fund - Direct Growth 872.3 CR as of 03 Oct 2024

The minimum SIP amount of Sundaram Dividend Yield Fund - Direct Growth is 500

The top stock holdings of Sundaram Dividend Yield Fund - Direct Growth are

  1. TREPS - 5.30%
  2. NTPC - 4.64%
  3. HDFC Bank - 4.56%
  4. Infosys - 4.24%
  5. ICICI Bank - 3.21%

The top sectors Sundaram Dividend Yield Fund - Direct Growth has invested in are

  1. Banks - 16.31%
  2. IT-Software - 10.58%
  3. Power - 9.6%
  4. Automobiles - 5.57%
  5. Petroleum Products - 5.52%

  1. Step 1: Visit the fund house website
  2. Step 2: Log in to your account by adding Folio No. and M-Pin
  3. Step 3: Click on Widhrawal > Redemption
  4. Step 4: Select Sundaram Dividend Yield Fund - Direct Growth in Scheme, enter the redemption amount, and click on submit button.

Yes, You can select both SIP or Lumpsum investment of Sundaram Dividend Yield Fund - Direct Growth based on your investment objective and risk tolerance

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