Sundaram Dividend Yield Fund - Growth has delivered CAGR and average rolling returns as follows :
| 1 Year | 3 Year | 5 Year | 9 Year | |
| CAGR(%) | N/A | 7.28 | 7.84 | 11.21 |
| Average Rolling Returns(%) | 17.11 | 15.37 | 15.05 | 13.59 |
The Current NAV of Sundaram Dividend Yield Fund - Growth is ₹131.66.
Funds returns are more likely to be different than its benchmark NIFTY 500 returns, as Funds portfolio is significantly different.
Sundaram Dividend Yield Fund - Growth fund’s expense ratio is 2.03%
The process for redemption is
The AUM of Sundaram Dividend Yield Fund - Growth is currently ₹757 Crores.
The Top three stocks are HDFC Bank, ICICI Bank and NTPC and account for 14% of its portfolio. Top 5 and 10 stocks of fund account for 21% and 35% of fund’s portfolio respectively.
Top three sectors of Sundaram Dividend Yield Fund - Growth fund are BFSI, Construction & Infrastructure and Oil & Gas accounting for 54% of the total portfolio.
Funds Portfolio Quality is Very Good. It has a large proportion of Green Stocks.Since this is a Equity - Dividend Yield Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Sundaram Dividend Yield Fund - Growth Fund is Equity - Dividend Yield Fund.
Siddarth Mohta manages the Sundaram Dividend Yield Fund - Growth Fund.
Sundaram Dividend Yield Fund - Growth current PE ratio is 23.82 and PB ratio is 4.11
The asset allocation of Sundaram Dividend Yield Fund - Growth is Stocks : 91.47%, Debt : 3.23% and Gold : 5.30%
The minimum SIP amount for Sundaram Dividend Yield Fund - Growth is ₹100.00 and minimum lumpsum is ₹5000.00
The exit load for Sundaram Dividend Yield Fund - Growth is Nil upto 24% of units and 1% for remaining units on or before 365 days, Nil after 365 days
