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Sundaram Dividend Yield Fund Direct growth
Equity • Dividend Yield • Direct growth
Insufficient fund history to generate its report card
CAGR
₹1,000 invested for 5 years
Fund Info
Equity
Dividend Yield
Direct growth
Launched On
01 Jan 2013
12.7 years ago
Lock-in Period
No lock-in
NAV
as of 24 Sep 2025
₹148.06
-0.3291% (-0.40)
AUM
₹892 Cr
Expense ratio
1.08%
Benchmark
Fund Plan
Tax info and exit load
Taxes
Units held less than 1Y
20.00%
Units held more than 1Y
12.50%
Exit Load
If units sold before 365D
1%
If units sold after 365D
0%
Distribution
Market capital
What's in this fund?
Sectors
Holdings
Financial Services
Utilities
Energy
Technology
Consumer Defensive
Fund House
Sundaram
Inc: 31 Mar 1996 • Total AUM: ₹61,504 Cr • Rank #21Sundaram Mutual Fund, started in 1996, has Sundaram Finance Limited as its sponsors. The fund house is headed by Sunil Subramaniam as the CEO. As of 31 March 2024, it has an AUM of ₹70,065 Cr. The company has around 35 lakh clients.
Fund Managers
Ashish Aggarwal
Experience: 3.73 yrs • Total AUM: 54,467 Cr
Risk
Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Equity). To know the risk of this fund particularly, check 'Risk vs Category'.
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