Home Sundaram Mutual FundSundaram Dividend Yield Fund - Regular Half Yearly Idcw Reinvestment
Equity Generate Dividend Income
Dividend Yield Fund
Category Rank
Sundaram Dividend Yield Fund - Regular Half Yearly Idcw Reinvestment
Rating
  • The overall quality of stocks in the fund portfolio is poor.
  • It holds too many stocks in the portfolio to generate any meaningful outperformance
  • It has a relatively higher expense ratio
  • The Size of fund is relatively small which implies lower focus and higher expenses.
Fund
Since this is a low rated equity scheme, RANK MF research recommends that Investors should look for alternative better Equity schemes
Time to Invest
Sundaram Dividend Yield Fund - Regular Half Yearly Idcw Reinvestment
NAV
32.8141
 (03/10/2023)
L 52Wk H
28.26
34.55
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Sundaram Dividend Yield Fund - Regular Half Yearly Idcw Reinvestment

Equity
Dividend Yield Fund
Generate Dividend Income
Rank Sundaram Dividend Yield Fund - Regular Half Yearly Idcw Reinvestment
Fund
Since this is a low rated equity scheme, RANK MF research recommends that Investors should look for alternative better Equity schemes
NAV
32.8141
 (03/10/2023)
Time to Invest
Sundaram Dividend Yield Fund - Regular Half Yearly Idcw Reinvestment
Rating
  • The overall quality of stocks in the fund portfolio is poor.
  • It holds too many stocks in the portfolio to generate any meaningful outperformance
  • It has a relatively higher expense ratio
  • The Size of fund is relatively small which implies lower focus and higher expenses.
L 52Wk H
28.26
34.55
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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
1.81%
3M
6.19%
6M
17.46%
Annualised
1Y
22.01%
3Y
22.72%
5Y
14.22%
Historical NAV
NAV for scheme Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund)- Half Yearly Income Distribution CUM Capital Withdrawal 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 Half Yearly Idcw Reinvestment

AUM

567.51 Cr
Sundaram Dividend Yield Fund - Regular Half Yearly Idcw Reinvestment AUM is 71% 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

2.47%

Turnover Ratio

27.00%

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