How to Invest in Sundaram Dividend Yield Fund Growth?

You can easily invest in Sundaram Dividend Yield Fund Growth in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps: Log on to your Groww account Search for Sundaram Dividend Yield Fund Growth from the search box In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete Once you are done with that, you can start investing in Sundaram Dividend Yield Fund Growth as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does Sundaram Dividend Yield Fund Growth provide?

The Sundaram Dividend Yield Fund Growth has been there from 15 Oct 2004 and the average annual returns provided by this fund is 24.58% since its inception.

How much expense ratio is charged by Sundaram Dividend Yield Fund Growth?

The term Expense Ratio used for Sundaram Dividend Yield Fund Growth or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund. The Expense Ratio of Sundaram Dividend Yield Fund Growth is 2.37% as of 07 Dec 2023...

What is the AUM of Sundaram Dividend Yield Fund Growth?

The AUM, short for Assets Under Management of Sundaram Dividend Yield Fund Growth is ₹595.89Cr as of 07 Dec 2023.

How to Redeem Sundaram Dividend Yield Fund Growth?

If you want to sell your Sundaram Dividend Yield Fund Growth holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

Can I invest in SIP and Lump Sum of Sundaram Dividend Yield Fund Growth?

You can select either SIP or Lumpsum investment of Sundaram Dividend Yield Fund Growth based on your investment objective and risk tolerance.

What is the NAV of Sundaram Dividend Yield Fund Growth?

The NAV of Sundaram Dividend Yield Fund Growth is ₹112.11 as of 06 Dec 2023.

What is the PE and PB ratio of Sundaram Dividend Yield Fund Growth?

The PE ratio ratio of Sundaram Dividend Yield Fund Growth is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

Sundaram Dividend Yield Fund Growth - NAV, Mutual Fund Performance & Portfolio

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Sundaram Dividend Yield Fund Growth
Equity
Dividend Yield
Very High Risk
21.35%
3Y annualised
+0.36% 1D
1M
6M
1Y
3Y
5Y
All
 NAV: 06 Dec 2023₹112.11
Min. SIP amountNot Supported
RatingNA
Fund size₹595.89Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Equity Dividend Yield
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns24.6%21.4%17.1%13.4%
Category average25.1%23.1%17.5%NA
Rank with in category533NA
Understand terms
Holdings (74)NameSectorInstrumentAssets
NTPC Ltd.
EnergyEquity4.7%
HDFC Bank Ltd.
FinancialEquity4.3%
Infosys Ltd.
TechnologyEquity3.9%
Reliance Industries Ltd.
EnergyEquity3.7%
ITC Ltd.
Consumer StaplesEquity3.1%
ICICI Bank Ltd.
FinancialEquity3.1%
Larsen & Toubro Ltd.
ConstructionEquity2.5%
Tata Consultancy Services Ltd.
TechnologyEquity2.2%
State Bank of India
FinancialEquity2.2%
Bharat Electronics Ltd.
Capital GoodsEquity2.1%
See All
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
03 Dec 2023 - Present
2.37%
02 Dec 2023 - 03 Dec 2023
2.37%
01 Dec 2023 - 02 Dec 2023
2.37%
30 Nov 2023 - 01 Dec 2023
2.37%
29 Nov 2023 - 30 Nov 2023
2.37%
28 Nov 2023 - 29 Nov 2023
2.38%
27 Nov 2023 - 28 Nov 2023
2.38%
26 Nov 2023 - 27 Nov 2023
2.38%
25 Nov 2023 - 26 Nov 2023
2.38%
24 Nov 2023 - 25 Nov 2023
2.38%
23 Nov 2023 - 24 Nov 2023
2.38%
22 Nov 2023 - 23 Nov 2023
2.38%
21 Nov 2023 - 22 Nov 2023
2.38%
20 Nov 2023 - 21 Nov 2023
2.38%
19 Nov 2023 - 20 Nov 2023
2.38%
18 Nov 2023 - 19 Nov 2023
2.38%
17 Nov 2023 - 18 Nov 2023
2.38%
16 Nov 2023 - 17 Nov 2023
2.38%
15 Nov 2023 - 16 Nov 2023
2.38%
14 Nov 2023 - 15 Nov 2023
2.38%
13 Nov 2023 - 14 Nov 2023
2.38%
12 Nov 2023 - 13 Nov 2023
2.38%
11 Nov 2023 - 12 Nov 2023
2.39%
10 Nov 2023 - 11 Nov 2023
2.39%
09 Nov 2023 - 10 Nov 2023
2.39%
08 Nov 2023 - 09 Nov 2023
2.39%
07 Nov 2023 - 08 Nov 2023
2.39%
06 Nov 2023 - 07 Nov 2023
2.39%
05 Nov 2023 - 06 Nov 2023
2.39%
04 Nov 2023 - 05 Nov 2023
2.39%
03 Nov 2023 - 04 Nov 2023
2.39%
02 Nov 2023 - 03 Nov 2023
2.39%
01 Nov 2023 - 02 Nov 2023
2.40%
31 Oct 2023 - 01 Nov 2023
2.40%
30 Oct 2023 - 31 Oct 2023
2.40%
29 Oct 2023 - 30 Oct 2023
2.40%
28 Oct 2023 - 29 Oct 2023
2.40%
27 Oct 2023 - 28 Oct 2023
2.40%
26 Oct 2023 - 27 Oct 2023
2.40%
25 Oct 2023 - 26 Oct 2023
2.40%
24 Oct 2023 - 25 Oct 2023
2.40%
23 Oct 2023 - 24 Oct 2023
2.40%
22 Oct 2023 - 23 Oct 2023
2.39%
21 Oct 2023 - 22 Oct 2023
2.39%
20 Oct 2023 - 21 Oct 2023
2.39%
19 Oct 2023 - 20 Oct 2023
2.39%
18 Oct 2023 - 19 Oct 2023
2.39%
17 Oct 2023 - 18 Oct 2023
2.39%
16 Oct 2023 - 17 Oct 2023
2.39%
15 Oct 2023 - 16 Oct 2023
2.39%
14 Oct 2023 - 15 Oct 2023
2.39%
13 Oct 2023 - 14 Oct 2023
2.39%
12 Oct 2023 - 13 Oct 2023
2.39%
11 Oct 2023 - 12 Oct 2023
2.39%
10 Oct 2023 - 11 Oct 2023
2.39%
09 Oct 2023 - 10 Oct 2023
2.40%
08 Oct 2023 - 09 Oct 2023
2.39%
07 Oct 2023 - 08 Oct 2023
2.39%
06 Oct 2023 - 07 Oct 2023
2.39%
05 Oct 2023 - 06 Oct 2023
2.40%
04 Oct 2023 - 05 Oct 2023
2.40%
03 Oct 2023 - 04 Oct 2023
2.40%
02 Oct 2023 - 03 Oct 2023
2.39%
01 Oct 2023 - 02 Oct 2023
2.39%
30 Sep 2023 - 01 Oct 2023
2.39%
29 Sep 2023 - 30 Sep 2023
2.40%
28 Sep 2023 - 29 Sep 2023
2.40%
27 Sep 2023 - 28 Sep 2023
2.39%
26 Sep 2023 - 27 Sep 2023
2.40%
25 Sep 2023 - 26 Sep 2023
2.40%
24 Sep 2023 - 25 Sep 2023
2.40%
23 Sep 2023 - 24 Sep 2023
2.40%
22 Sep 2023 - 23 Sep 2023
2.40%
21 Sep 2023 - 22 Sep 2023
2.45%
20 Sep 2023 - 21 Sep 2023
2.45%
19 Sep 2023 - 20 Sep 2023
2.45%
18 Sep 2023 - 19 Sep 2023
2.45%
17 Sep 2023 - 18 Sep 2023
2.45%
16 Sep 2023 - 17 Sep 2023
2.45%
15 Sep 2023 - 16 Sep 2023
2.45%
14 Sep 2023 - 15 Sep 2023
2.45%
13 Sep 2023 - 14 Sep 2023
2.45%
12 Sep 2023 - 13 Sep 2023
2.46%
11 Sep 2023 - 12 Sep 2023
2.45%
10 Sep 2023 - 11 Sep 2023
2.45%
09 Sep 2023 - 10 Sep 2023
2.45%
08 Sep 2023 - 09 Sep 2023
2.46%
07 Sep 2023 - 08 Sep 2023
2.46%
06 Sep 2023 - 07 Sep 2023
2.46%
05 Sep 2023 - 06 Sep 2023
2.46%
04 Sep 2023 - 05 Sep 2023
2.46%
03 Sep 2023 - 04 Sep 2023
2.46%
02 Sep 2023 - 03 Sep 2023
2.46%
01 Sep 2023 - 02 Sep 2023
2.46%
31 Aug 2023 - 01 Sep 2023
2.47%
31 Jul 2023 - 31 Aug 2023
2.47%
30 Jun 2023 - 31 Jul 2023
2.50%
31 May 2023 - 30 Jun 2023
2.50%
30 Apr 2023 - 31 May 2023
2.50%
31 Mar 2023 - 30 Apr 2023
2.50%
28 Feb 2023 - 31 Mar 2023
2.54%
31 Jan 2023 - 28 Feb 2023
2.49%
31 Dec 2022 - 31 Jan 2023
2.58%
31 Dec 2022 - 31 Dec 2022
2.58%
31 Dec 2022 - 31 Dec 2022
2.58%
30 Nov 2022 - 31 Dec 2022
2.54%
30 Nov 2022 - 30 Nov 2022
2.54%
30 Nov 2022 - 30 Nov 2022
2.54%
31 Oct 2022 - 30 Nov 2022
2.72%
31 Oct 2022 - 31 Oct 2022
2.72%
31 Oct 2022 - 31 Oct 2022
2.72%
30 Sep 2022 - 31 Oct 2022
2.84%
30 Sep 2022 - 30 Sep 2022
2.84%
30 Sep 2022 - 30 Sep 2022
2.84%
31 Aug 2022 - 30 Sep 2022
2.84%
31 Aug 2022 - 31 Aug 2022
2.84%
31 Jul 2022 - 31 Aug 2022
2.76%
31 Jul 2022 - 31 Jul 2022
2.76%
30 Jun 2022 - 31 Jul 2022
2.83%
30 Jun 2022 - 30 Jun 2022
2.83%
31 May 2022 - 30 Jun 2022
2.87%
31 May 2022 - 31 May 2022
2.87%
30 Apr 2022 - 31 May 2022
2.65%
30 Apr 2022 - 30 Apr 2022
2.65%
31 Mar 2022 - 30 Apr 2022
2.62%
31 Mar 2022 - 31 Mar 2022
2.62%
28 Feb 2022 - 31 Mar 2022
2.83%
28 Feb 2022 - 28 Feb 2022
2.83%
31 Jan 2022 - 28 Feb 2022
2.91%
31 Jan 2022 - 31 Jan 2022
2.91%
31 Dec 2021 - 31 Jan 2022
2.62%
Expense ratio, exit load and taxExpense ratio: 2.37%Inclusive of GST
Exit loadFor units in excess of 24% of the investment,1% will be charged for redemption within 365 days
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns 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 amountsMin. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported
Fund managementRatish Varier
Jan 2022 - Present
View details
Education
Mr. Varier is a B.Com. & MBA (Finance)
Experience
Prior to joining Sundaram Asset Management Company, he has worked with Mahindra Asset Management, Reliance Life Insurance Company Limited.
Also manages these schemes
Sundaram Mid Cap Fund Direct Growth
Sundaram Small Cap Fund Direct Growth
Sundaram Consumption Fund Direct Growth
Sundaram Financial Services Opportunities Fund Direct Growth
Sundaram Global Brand Direct Growth
Sundaram Infrastructure Advantage Fund Direct Growth
Sundaram Select Micro Cap Series VIII Direct Growth
Sundaram Select Micro Cap Series X Direct Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series III Direct Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Direct Growth
Sundaram Select Micro Cap Series XIV Direct Growth
Sundaram Select Micro Cap Series XV Direct Growth
Sundaram Select Small Cap Series V Direct Growth
Sundaram Select Small Cap Series VI Direct Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct Growth
Sundaram Select Micro Cap Series XVI Direct Growth
Sundaram Select Micro Cap Series XVII Direct Growth
Sundaram Long Term Tax Advantage Fund Series III Direct Growth
Sundaram Emerging Small Cap Series 1 Direct Growth
Sundaram Emerging Small Cap Series II Direct Growth
Sundaram Long Term Tax Advantage Fund Series IV Direct Growth
Sundaram Emerging Small Cap Series III Direct Growth
Sundaram Emerging Small Cap Series IV Direct Growth
Sundaram Multi Cap Fund Series I Direct Growth
Sundaram Multi Cap Fund Series II Direct Growth
Sundaram Emerging Small Cap Series V Direct Growth
Sundaram Emerging Small Cap Series VI Direct Growth
Sundaram Emerging Small Cap Series VII Direct Growth
Sundaram Equity Fund Direct Growth
Sundaram Multi Cap Fund Direct Growth
Sundaram Dividend Yield Fund Direct Growth
Ashish Aggarwal
Jan 2022 - Present
View details
Education
Mr. Aggarwal has done BE, PGPM
Experience
Prior to joining Sundaram Mutual Fund, he has worked with Principal Mutual Fund, IL&FS Investsmart, Tata Securities and Antique Stock Broking.
Also manages these schemes
Sundaram Large and Mid Cap Fund Direct Growth
Sundaram Consumption Fund Direct Growth
Sundaram Financial Services Opportunities Fund Direct Growth
Sundaram Global Brand Direct Growth
Sundaram Debt Oriented Hybrid Fund Direct Plan Growth
Sundaram Infrastructure Advantage Fund Direct Growth
Sundaram Nifty 100 Equal Weight Fund Direct Growth
Sundaram Arbitrage Fund Direct Growth
Sundaram Dividend Yield Fund Direct Growth
Fund house & investment objective
Sundaram Mutual Fund
Rank (total assets)#17 in India
Total AUM₹48,877.10Cr
Date of Incorporation26 Feb 1996
 Sundaram Dividend Yield Fund Growth is a Equity Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 26 Feb 1996. Dhimant Shah is the Current Fund Manager of Sundaram Dividend Yield Fund Growth fund. The fund currently has an Asset Under Management(AUM) of ₹48,877 Cr and the Latest NAV as of 06 Dec 2023 is ₹112.11.
The Sundaram Dividend Yield Fund Growth is rated Very High risk. Minimum SIP Investment is set to ₹500. For units in excess of 24% of the investment,1% will be charged for redemption within 365 days
;
Investment ObjectiveThe scheme aims to provide capital appreciation by investing predominantly in a well-diversified portfolio of companies that have a relatively high dividend yield.
;
Fund benchmarkNIFTY 500 Total Return Index
Scheme Information Document(SID)
Fund house contact details
Address
Sundaram Towers No. 46,,1st& 2nd Floor,Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
E-mail
NA
Website
www.sundarammutual.com
Sundaram Mutual Fund
Asset Management Company
Custodian
Citibank NA
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
Email
[email protected]
Website
www.karvymfs.com
Compare funds
Sundaram Dividend Yield Fund Growth
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	1Y	3Y	5Y	All
Fund returns	24.6%	21.4%	17.1%	13.4%
Category average	25.1%	23.1%	17.5%	NA
Rank with in category	5	3	3	NA

Name	Sector	Instrument	Assets
NTPC Ltd.	Energy	Equity	4.7%
HDFC Bank Ltd.	Financial	Equity	4.3%
Infosys Ltd.	Technology	Equity	3.9%
Reliance Industries Ltd.	Energy	Equity	3.7%
ITC Ltd.	Consumer Staples	Equity	3.1%
ICICI Bank Ltd.	Financial	Equity	3.1%
Larsen & Toubro Ltd.	Construction	Equity	2.5%
Tata Consultancy Services Ltd.	Technology	Equity	2.2%
State Bank of India	Financial	Equity	2.2%
Bharat Electronics Ltd.	Capital Goods	Equity	2.1%

Rank (total assets)	#17 in India
Total AUM	₹48,877.10Cr

Date of Incorporation	26 Feb 1996

Fund benchmark	NIFTY 500 Total Return Index

Vaishnavi Tech Park, 3rd & 4th Floor
Sarjapur Main Road, Bellandur
Bengaluru – 560103
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Min. for 1st investment	Not Supported
Min. for 2nd investment onwards	Not Supported

Rating	NA
Fund size	₹595.89Cr

Sundaram Dividend Yield Fund Growth

Return calculator

Understand terms

Annualised returns

Absolute returns

Returns and rankings

Holdings (74)

Understand terms

Expense ratio

Tax

Exit load

Stamp duty

Past expense ratio & exit load

Expense ratio, exit load and tax

Expense ratio: 2.37%

Exit load

Stamp duty

Tax implication

Minimum investment amounts

Fund management

Ratish VarierJan 2022 - PresentView details

Ashish AggarwalJan 2022 - PresentView details

Fund house & investment objective

Fund house contact details

Compare funds

Ratish Varier
Jan 2022 - Present
View details

Ashish Aggarwal
Jan 2022 - Present
View details