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Sundaram Dividend Yield Fund - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 28.72 | 18.32 | 20.56 | 16.5 |
Average Rolling Returns(%) | 19.19 | 15.65 | 13.64 | 12.53 |
The Current NAV of Sundaram Dividend Yield Fund - Growth is ₹135.31.
You should look for a fund with better more consistent performance track record. Funds returns likely to be fairly different than its benchmark NIFTY 500 , as Funds portfolio is somewhat different.
Sundaram Dividend Yield Fund - Growth fund’s expense ratio is 2.26%
The process for redemption is
The AUM of Sundaram Dividend Yield Fund - Growth is currently ₹941 Crores.
The Top three stocks are HDFC Bank, Infosys and ICICI Bank and account for 15% of its portfolio. Top 5 and 10 stocks of fund account for 21% and 32% of fund’s portfolio respectively.
Top three sectors of Sundaram Dividend Yield Fund - Growth fund are BFSI, IT and Construction & Infrastructure accounting for 50% 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.
Ratish Varier and Ashish Agarwal manage the Sundaram Dividend Yield Fund - Growth Fund.
Sundaram Dividend Yield Fund - Growth current PE ratio is 32.72 and PB ratio is 6.44
The asset allocation of Sundaram Dividend Yield Fund - Growth is Stocks : 94.62%, Debt : 5.41% and Gold : 0%
The minimum SIP amount for Sundaram Dividend Yield Fund - Growth is ₹500.00 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