Sundaram Dividend Yield Fund - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 44.64 | 21.34 | 18.82 | 15.66 |
Average Rolling Returns(%) | 17.64 | 15.34 | 13.15 | 12.29 |
The Current NAV of Sundaram Dividend Yield Fund - Growth is ₹128.42.
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 2.28%
The process for redemption is
The AUM of Sundaram Dividend Yield Fund - Growth is currently ₹861 Crores.
The Top three stocks are HDFC Bank, Reliance Industries and NTPC and account for 14% of its portfolio. Top 5 and 10 stocks of fund account for 21% and 33% of fund’s portfolio respectively.
Top three sectors of Sundaram Dividend Yield Fund - Growth fund are BFSI, Construction & Infrastructure and IT accounting for 51% of the total portfolio.
Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange 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 33.09 and PB ratio is 5.73
The asset allocation of Sundaram Dividend Yield Fund - Growth is Stocks : 94.92%, Debt : 3.29% and Gold : 1.82%
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