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16269
18076
Sundaram Dividend Yield Fund - Direct (G)
10.00
-5.09
9.78
4.73
4.39
-2.76
-2.43
12.92
7
1.59
9.78
Sundaram Dividend Yield Fund - Direct (G)
1.59
9.78
1.19
3.5
5 Years
Begin with SIP Invest One-Time
  • NAV

    143.60

    04 Nov 2026

  • 1.07%

     1 Day

  • 10.00%

    3Y CAGR returns

This fund doubles your investment in 5 years, 9 months & 5 days.

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  • ₹ 500

    Min SIP

  • ₹ 5000

    Min Lumpsum

  • 1.27%

    Expense Ratio

  • NA

     Rating

  • 757 Cr

    Fund Size

  • 13 Years

    Fund Age

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Scheme Performance

Returns and Ranks ( as on 04 Nov 2026 )

  • 1Y Returns
  • 3Y Returns
  • 5Y Returns
  • MAX Returns
  • Trailing Returns
  • -5.09%
  • 10.00%
  • 9.78%
  • 12.92
Scheme Compare One click to compare funds with our smart tool—analyze returns & more! Compare

Scheme Allocation

By Holding By Sector By Asset
4.87%
4.62%
4.13%
4.05%
3.76%
78.57%
View All

Advance Ratio

  • -0.42Alpha
  • 4.18SD
  • 0.88Beta
  • 0.29Sharpe

Exit Load & Tax Implication

  • 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
  • Tax implication
  • Returns redeemed within a year are taxed at 20%, while those held longer incur a 12.5% LTCG tax on gains over Rs 1.25 lakh per financial year.

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

Siddarth Mohta

Risk-o-meter

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moderate Moderate Moderately
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High

Peer Comparison

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More Funds from Sundaram Mutual Fund

18076
  • Fund Name

AMC Contact Details

  • 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

Equity Debt Hybrid

Large Cap

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Mid Cap

Multi Cap

ELSS

Focused

Sectoral / Thematic

Small Cap

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Ultra Short Duration

Liquid Mutual

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