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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 (31-07-2026)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 830.04 Cr As on 31-07-2026(Source:AMFI)
Turn over: 31.5%
NAV as on 24-08-2026

132.0053

0.18 (0.1401%)

CAGR Since Inception

12.52%

Benchmark: 12.16%

PERFORMANCE

Returns Type:
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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 -1.21 -3.78 10.16 9.72 13.08
Tata Dividend Yield Fund-Regular Plan-Growth 20-05-2021 13.35 4.27 14.59 13.61 -
LIC MF Dividend Yield Fund-Regular Plan-Growth 17-12-2018 8.53 2.27 18.96 15.57 -
SBI Dividend Yield Fund - Regular Plan - Growth 05-03-2023 6.46 0.25 11.99 - -
Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan 26-02-2003 6.04 -1.96 13.93 14.18 12.35
Baroda BNP Paribas Dividend Yield Fund - Regular Plan - Growth Option 11-09-2024 4.31 - - - -
HDFC Dividend Yield Fund - Growth Plan 10-12-2020 1.45 -1.56 11.84 14.03 -
UTI-Dividend Yield Fund.-Growth 03-05-2005 0.83 -1.67 13.92 11.59 13.4
ICICI Prudential Dividend Yield Equity Fund Growth Option 01-05-2014 0.57 0.9 16.11 17.03 14.57
FranklIn India Dividend Yield Fund-Growth Plan 18-05-2006 0.35 -3.95 12.15 12.74 14.1

Scheme Characteristics

Riskometer

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PORTFOLIO

Market Cap Distribution

Small Cap

8.61%

Others

8.92%

Large Cap

71.24%

Mid Cap

11.23%

Scheme Documents

August 2026

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

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