SUNDARAM DIVIDEND YIELD FUND - REGULAR GROWTH

NORMAL RISK
Equity
Equity: Thematic-Dividend Yield
6M returns
22.20 %
Current NAV
128.42
1M3M6M1Y3Y5YALL
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Min. SIP
5000
AUM
₹ 820.1 Cr

Return Calculator

Amount per month5,000
Over the past
1Y
3Y
5Y
Return amount NA
Total Investment
60,000

Investment distribution

HDFC Bank6.0 %
NTPC5.1 %
Others4.8 %
Reliance Industries3.9 %
Infosys3.6 %
ICICI Bank3.2 %

Fund Manager

RV
Ratish Varier
AA
Ashish Aggarwal

Fund Information

Launched
31 Dec 2021(2 years ago)
Expense ratio2.47%
Exit LoadFor units in excess of 24% of the investment,1% will be charged for redemption within 365 days
Benchmark index
NIFTY 500 TRI100%

Fund Objective

The scheme aims to provide capital appreciation by investing predominantly in a well-diversified portfolio of companies that have a relatively high dividend yield.

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