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Sundaram Dividend Yield Fund Direct Growth

Equity
Dividend Yield
Very High Risk
19.82%
3Y annualised
-1.26% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 21 Jan 2022₹91.41
Min. SIP amount₹500
RatingNA
Fund size₹245.78Cr

Returns and rankings

Category: Equity Dividend Yield
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns28.4%19.8%18.1%14.6%
Category average58.4%14.3%14.3%NA
Rank with in category622NA
Understand terms

Holdings (37)

NameSectorInstrumentAssets
TechnologyEquity8.3%
TechnologyEquity7.0%
EnergyEquity5.9%
ConstructionEquity5.2%
FinancialEquity5.1%
ChemicalsEquity4.8%
EnergyEquity4.6%
MetalsEquity4.1%
FMCGEquity3.8%
FMCGEquity3.6%
See All

Expense ratio, exit load and tax

Expense ratio: 2.17%

Inclusive of GST

Exit load

For units in excess of 24% of the investment,1% will be charged for redemption within 365 days

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹500

Fund management

Ratish Varier
Jan 2022 - Present
View details
Ashish Aggarwal
Jan 2022 - Present
View details

Fund house & investment objective

Fund house contact details

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