Sundaram Dividend Yield Fund – Direct Growth
500
Min SIP
5,000
Min Lumpsum
1.45 %
Expense Ratio
Rating
567
Fund Size (in Cr)
11 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
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Invested Amount--
-
Wealth Gained--
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Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 24% | 24.2% | 15.1% | 13.9% | ||||
| Category Average | 19.5% | 24.2% | 14.8% | - |
Scheme Allocation
By Holding
By Sector
By Asset
Advance Ratio
4.27
Alpha
3.4
SD
0.78
Beta
1.81
Sharpe
Exit Load
| 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 |
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Fund Objective
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.
Fund Managers
Ratish Varier
Mr Ratish B Varier, B.Com, MBA (Finance), joined Sundaram MF in November 2018. He has also completed PG in Investment Analysis as Certified Portfolio Manager. Mr Varier has an experience of over fifteen (15) years in equity fund management. Before joining Sundaram MF, he served Mahindra Asset Management as the fund manager for multi-cap, mid-cap, etc. Some funds managed by him at Sundaram MF include Sundaram Mid Cap Fund, Sundaram Multi Cap Fund, Sundaram Rural & Consumption Fund, etc.
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size
- 1Y
- 3Y
- 5Y
-
- Equity .
- Dividend Yield .
-
- 2,216
-
31.7%Fund Size - 2,216
-
35.3%Fund Size - 2,216
-
17.7%Fund Size - 2,216
-
- Equity .
- Dividend Yield .
-
- 1,565
-
24%Fund Size - 1,565
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30.5%Fund Size - 1,565
-
18.1%Fund Size - 1,565
-
- Equity .
- Dividend Yield .
-
- 992
-
32.9%Fund Size - 992
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28.2%Fund Size - 992
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16%Fund Size - 992
-
- Equity .
- Dividend Yield .
-
- 3,108
-
24.9%Fund Size - 3,108
-
24%Fund Size - 3,108
-
14.6%Fund Size - 3,108
-
- Equity .
- Dividend Yield .
-
- 89
-
21.7%Fund Size - 89
-
22.2%Fund Size - 89
-
-Fund Size - 89
AMC Contact Details
Sundaram Mutual Fund
AUM:
45,611 Cr
Address:
Sundaram Towers, 2nd Floor,
46 White Road, Royapettah,
Chennai 600 014
Contact:
044-2858 3362/3367
Email ID:
dhirent@sundarammutual.com
Frequently Asked Questions
How to invest in Sundaram Dividend Yield Fund – Direct Growth ?
You can invest in Sundaram Dividend Yield Fund – Direct Growth in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for Sundaram Dividend Yield Fund – Direct Growth in the search box.
- 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"
What is the NAV of Sundaram Dividend Yield Fund – Direct Growth ?
The NAV of Sundaram Dividend Yield Fund – Direct Growth is ₹108.2 as of 29 September 2023.
How to redeem Sundaram Dividend Yield Fund – Direct Growth holding ?
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”.
What is the minimum sip amount of Sundaram Dividend Yield Fund – Direct Growth?
The minimum SIP amount of Sundaram Dividend Yield Fund – Direct Growth is ₹500
What are the top sectors Sundaram Dividend Yield Fund – Direct Growth has invested in?
The top sectors Sundaram Dividend Yield Fund – Direct Growth has invested in are
- Banks - 17.33%
- IT-Software - 12.48%
- Power - 7.71%
- Diversified FMCG - 5.71%
- Pharmaceuticals & Biotech - 5.51%
Can I make investments in both the SIP and Lump Sum schemes of Sundaram Dividend Yield Fund – Direct Growth?
Yes, You can select both SIP or Lumpsum investment of Sundaram Dividend Yield Fund – Direct Growth based on your investment objective and risk tolerance.
How much returns have Sundaram Dividend Yield Fund – Direct Growth generated ?
The Sundaram Dividend Yield Fund – Direct Growth has delivered 13.9% since inception
What is the expense ratio of Sundaram Dividend Yield Fund – Direct Growth ?
The expense ratio of Sundaram Dividend Yield Fund – Direct Growth is 1.45 % as of 29 September 2023.
What is the AUM of Sundaram Dividend Yield Fund – Direct Growth?
The AUM of Sundaram Dividend Yield Fund – Direct Growth is ₹45,611 Cr as of 29 September 2023
What are the top stock holdings of Sundaram Dividend Yield Fund – Direct Growth?
The top stock holdings of Sundaram Dividend Yield Fund – Direct Growth are
- HDFC Bank - 5.18%
- NTPC - 4.66%
- Infosys - 4.3%
- Reliance Industr - 3.99%
- ICICI Bank - 3.38%
How can I redeem my investments in Sundaram Dividend Yield Fund – Direct Growth?
Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Sundaram Dividend Yield Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Sundaram Dividend Yield Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.