Sundaram Dividend Yield Fund - Direct Plan - Growth Option
EquityDividend Yield
148.16
1.17(0.79%)
NAV as on 17 Apr, 2026
CAGR
17.14%
- AUM (Crs.)809.73
- Expense Ratio1.09 %
- Sharpe Ratio / Category Average0.59 / 0.59
- Standard Deviation / Category Average14.00 / 14.81
- Beta / Category Average0.93 / 0.95
- Portfolio Turnover / Category Average57.94 / 34.32
- Top 5 Stocks Wt.21.28
- Top 10 Stocks Wt.35.99
- Top 3 Sectors Wt.47.99
- 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 HistorySiddarth Mohta
- Launch Date01 Jan, 2013
- BenchmarkNifty 500 TR INR
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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