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Sundaram Dividend Yield Fund Growth Plan

Fund House: Sundaram Mutual Fund
Category: Equity: Dividend Yield
Launch Date: 01-02-2013
Asset Class: Equity
Benchmark: Nifty 500 TRI
TER: 2.36% As on (30-06-2026)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 819.54 Cr As on 30-06-2026(Source:AMFI)
Turn over: 31.5%
NAV as on 24-07-2026

130.3845

-0.46 (-0.351%)

CAGR Since Inception

12.51%

Benchmark: 12.1%

PERFORMANCE

Returns Type:
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Start :  
End : 
Period:  
This Scheme
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vs
Nifty 500 TRI
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Gold
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PPF
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Returns Type:
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  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
-5 Years -3 Months
3 Years 7 Months
4 Years 7 Months
10 Years 7 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment 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.

Current Asset Allocation (%)

Indicators

Standard Deviation 14.43
Sharpe Ratio 0.51
Alpha -0.75
Beta 0.88
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date		 1 Year
Return(%)		 2 Year
Return(%)		 3 Year
Return(%)		 5 Year
Return(%)		 10 Year
Return(%)
Sundaram Dividend Yield Fund Growth Plan 01-02-2013 -3.47 -3.3 10.17 10.21 13.3
Tata Dividend Yield Fund-Regular Plan-Growth 20-05-2021 6.36 2.75 13.6 12.91 -
LIC MF Dividend Yield Fund-Regular Plan-Growth 17-12-2018 2.65 2.21 18.17 15.24 -
SBI Dividend Yield Fund - Regular Plan - Growth 05-03-2023 2.12 -0.45 10.82 - -
ICICI Prudential Dividend Yield Equity Fund Growth Option 01-05-2014 0.44 1.91 16.73 17.65 14.94
Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan 26-02-2003 -0.19 -2.22 13.28 13.1 12.12
Baroda BNP Paribas Dividend Yield Fund - Regular Plan - Growth Option 11-09-2024 -0.75 - - - -
UTI-Dividend Yield Fund.-Growth 03-05-2005 -1.52 -0.37 14.29 12.1 13.56
HDFC Dividend Yield Fund - Growth Plan 10-12-2020 -1.95 -1.72 11.89 14.25 -
FranklIn India Dividend Yield Fund-Growth Plan 18-05-2006 -3.04 -3.37 12.05 12.66 14.1

Scheme Characteristics

Riskometer

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PORTFOLIO

Market Cap Distribution

Small Cap

10.51%

Others

10.21%

Large Cap

69.46%

Mid Cap

9.82%

Scheme Documents

July 2026

Monthly Portfolio Disclosure Equity & Fund of Funds - June - 2026

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