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Sundaram Dividend Yield Fund Growth
+7.48%
3Y annualised
+0.45% 1D
NAV: 16 Sep '26
₹127.48
Min. for SIP
₹500
Fund size (AUM)
₹806.55 Cr
Expense ratio
2.40%
Rating
--
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹57,274 | -4.54% | |
| 3 years | ₹1,80,000 | ₹1,77,407 | -1.44% | |
| 5 years | ₹3,00,000 | ₹3,52,254 | +17.42% | |
| 10 years | ₹6,00,000 | ₹10,84,217 | +80.70% |
Holdings (61)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| ICICI Bank Ltd | Financial | Equity | 4.78% |
| HDFC Bank Ltd | Financial | Equity | 4.57% |
| Embassy Office Parks REIT | Real Estate | Real Estate Investment Trusts | 3.91% |
| State Bank of India | Financial | Equity | 3.90% |
| NTPC Ltd | Energy & Utilities | Equity | 3.86% |
| Repo | Unspecified | Repo | 3.48% |
| Infosys Ltd | Technology | Equity | 3.00% |
| Coal India Ltd | Materials | Equity | 2.99% |
| Oil & Natural Gas Corporation Ltd | Energy & Utilities | Equity | 2.87% |
| Power Grid Corporation of India Ltd | Energy & Utilities | Equity | 2.86% |
| Tech Mahindra Ltd | Technology | Equity | 2.83% |
| GAIL (India) Ltd | Energy & Utilities | Equity | 2.59% |
| Somany Ceramics Ltd | Industrials | Equity | 2.42% |
| Larsen & Toubro Ltd | Industrials | Equity | 2.36% |
| ITC Ltd | Consumer Staples | Equity | 2.22% |
| Bajaj Auto Ltd | Consumer Discretionary | Equity | 2.20% |
| Bharti Airtel Ltd | Technology | Equity | 2.13% |
| Vardhman Textiles Ltd | Consumer Discretionary | Equity | 2.06% |
| Hindustan Petroleum Corporation Ltd | Energy & Utilities | Equity | 1.90% |
| Tata Steel Ltd | Materials | Equity | 1.83% |
| Bharat Electronics Ltd | Industrials | Equity | 1.80% |
| Reliance Industries Ltd | Energy & Utilities | Equity | 1.74% |
| HCL Technologies Ltd | Technology | Equity | 1.63% |
| Hindustan Unilever Ltd | Consumer Staples | Equity | 1.59% |
| Shriram Transport Finance Company Ltd | Financial | Equity | 1.58% |
| Mahindra & Mahindra Ltd | Consumer Discretionary | Equity | 1.51% |
| Britannia Industries Ltd | Consumer Staples | Equity | 1.50% |
| CESC Ltd | Energy & Utilities | Equity | 1.50% |
| Coforge Ltd | Technology | Equity | 1.48% |
| Aster DM Healthcare Ltd | Healthcare | Equity | 1.41% |
| Axis Bank Ltd | Financial | Equity | 1.37% |
| Oil India Ltd | Energy & Utilities | Equity | 1.32% |
| Castrol India Ltd | Materials | Equity | 1.32% |
| Cummins India Ltd | Industrials | Equity | 1.27% |
| Sun Pharmaceutical Industries Ltd | Healthcare | Equity | 1.23% |
| Hero Motocorp Ltd | Consumer Discretionary | Equity | 1.22% |
| Hindustan Aeronautics Ltd | Industrials | Equity | 1.19% |
| Kotak Mahindra Bank Ltd | Financial | Equity | 1.17% |
| Life Insurance Corporation of India | Financial | Equity | 1.14% |
| Brookfield India Real Estate Trust REIT | Real Estate | Real Estate Investment Trusts | 1.11% |
| Indian Oil Corporation Ltd | Energy & Utilities | Equity | 1.08% |
| Bank Of Baroda | Financial | Equity | 1.06% |
| Ultratech Cement Ltd | Materials | Equity | 1.06% |
| NHPC Ltd | Energy & Utilities | Equity | 1.05% |
| Tata Consultancy Services Ltd | Technology | Equity | 1.04% |
| Mahindra & Mahindra Financial Services Ltd | Financial | Equity | 0.92% |
| Emami Ltd | Consumer Staples | Equity | 0.90% |
| Godrej Consumer Products Ltd | Consumer Staples | Equity | 0.84% |
| National Aluminium Company Ltd | Materials | Equity | 0.83% |
| Asian Paints Ltd | Materials | Equity | 0.82% |
| Ashok Leyland Ltd | Industrials | Equity | 0.76% |
| Engineers India Ltd | Industrials | Equity | 0.65% |
| REC Ltd | Financial | Equity | 0.60% |
| Maruti Suzuki India Ltd | Consumer Discretionary | Equity | 0.59% |
| Cash/Net Current Assets | Unspecified | Cash/Net Current Assets | 0.52% |
| Sanofi India Ltd | Healthcare | Equity | 0.44% |
| Kwality Walls India Ltd | Consumer Staples | Equity | 0.04% |
| Sandur Laminates Ltd Equity | Materials | Equity | -- |
| Tirrihannah Company Ltd Equity | Consumer Staples | Equity | -- |
| Minerava Holdigns Ltd Equity | Financial | Equity | -- |
| CRYSTAL CABLE INDUSTRIES LIMITED EQ NEW FV RS. 10/- | Industrials | Equity | -- |
See All
Minimum investments
Min. for 1st investment
₹5,000
Min. for 2nd investment
₹1,000
Min. for SIP
₹500
Returns and rankings
Annualised returns
Absolute returns
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +7.5% | +7.8% | +12.4% | +12.3% |
| Category average (Equity Thematic) | +19.6% | +19.4% | +15.2% | -- |
| Rank (Equity Thematic) | 8 | 7 | -- | -- |
Exit load, stamp duty and tax
Exit load
For units in excess of 24% of the investment,1% will be charged for redemption within 365 days
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data
Fund management
SMSiddarth MohtaJan 2026 - PresentView details
SM
Siddarth Mohta
Jan 2026 - Present
View details
SSShalav SaketDec 2025 - PresentView details
SS
Shalav Saket
Dec 2025 - Present
View details
About Sundaram Dividend Yield Fund Growth
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. Siddarth Mohta is the Current Fund Manager of Sundaram Dividend Yield Fund Growth fund. The fund currently has an Asset Under Management(AUM) of ₹83,817 Cr and the Latest NAV as of 16 Sep 2026 is ₹127.48.
The Sundaram Dividend Yield Fund Growth is rated Very High risk. Minimum SIP Investment is set to ₹500. Minimum Lumpsum Investment is ₹5,000. For units in excess of 24% of the investment,1% will be charged for redemption within 365 days
;
Investment 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.
Fund benchmarkNIFTY 500 Total Return Index
Fund house
Rank (total assets)#17 in India
Total AUM₹83,817.48 Cr
Date of Incorporation26 Feb 1996
Launch Date26 Feb 1996
AddressSundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Websitewww.karvymfs.com
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,