Sundaram Dividend Yield Fund - Regular Growth

Equity Generate Dividend Income
Dividend Yield Fund
Category Rank
Sundaram Dividend Yield Fund - Regular  Growth
Rating
Fund
Time to Invest
Sundaram Dividend Yield Fund - Regular  Growth
NAV
84.4458
(24/03/2023)
L 52Wk H
75.96
90.65
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Sundaram Dividend Yield Fund - Regular Growth

Equity
Dividend Yield Fund
Generate Dividend Income
Rank Sundaram Dividend Yield Fund - Regular  Growth
Fund
NAV
84.4458
(24/03/2023)
Time to Invest
Sundaram Dividend Yield Fund - Regular  Growth
Rating
L 52Wk H
75.96
90.65
Investment 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. .

Category
  • Equity - Dividend Yield Fund
Benchmark
  • NIFTY 500 - TRI
Returns
Absolute
1M
-2.41%
3M
-1.56%
6M
-0.47%
Annualised
1Y
0.73%
3Y
29.66%
5Y
11.15%
Historical NAV
NAV for scheme Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund)-Growth Plan is
Growth of 10,000
An investment of 10000 for in this scheme would have grown to Rs.

Risk of the fund

Sundaram Dividend Yield Fund - Regular  Growth

AUM

382.67 Cr
Sundaram Dividend Yield Fund - Regular Growth AUM is 69% lower than other schemes in the category

Load

Entry Load - NIL
Exit Load - Nil upto 24% of units and 1% for remaining units on or before 365D Nil after 365D
Lock In Period - NIL

Expense Ratio

2.54%

Turnover Ratio

27.00%