Sundaram Dividend Yield Fund Growth
EquityDividend Yield
137.96
-0.10(-0.07%)
NAV as on 10 Dec, 2025
CAGR
15.63%
- AUM (Crs.)923.06
- Expense Ratio2.28 %
- Sharpe Ratio / Category Average0.70 / 0.88
- Standard Deviation / Category Average12.81 / 13.35
- Beta / Category Average0.94 / 0.94
- Portfolio Turnover / Category Average57.94 / 34.32
- Top 5 Stocks Wt.21.08
- Top 10 Stocks Wt.34.57
- Top 3 Sectors Wt.49.01
- Investment StyleLarge Blend
- Morningstar Rating
Portfolio
Asset Allocation
Weightage by Market Cap
Concentration
- No. of Stocks--
- Avg. Market Cap--
- Top 10 Stocks--
- Top 5 Stocks--
- Top 3 Sectors--
View Holdings
Fundamentals
| Measures | Fund | Category Average |
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Risk Metrics
Peers
1Y3Y5Y10Y
| Mutual Fund | AUM (cr.) | 3YReturns |
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Holdings
Stocks
Sector
About
- Fund Manager(s)Check HistoryAshish Aggarwal
- Launch Date15 Oct, 2004
- BenchmarkS&P BSE 500
Objective
The investment objective of the scheme would be to provide capital appreciation and/or dividend distribution by investing predominantly in a well-diversified portfolio of companies that have a relatively high dividend yield.
Riskometer
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