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Sundaram Dividend Yield Fund Growth
+14.64%
3Y annualised
-0.54% 1D
NAV: 15 Apr '26
₹133.56
Min. for SIP
₹500
Fund size (AUM)
₹809.73 Cr
Expense ratio
2.31%
Rating
--
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹58,727 | -2.12% | |
| 3 years | ₹1,80,000 | ₹1,92,687 | +7.05% | |
| 5 years | ₹3,00,000 | ₹3,80,869 | +26.96% | |
| 10 years | ₹6,00,000 | ₹11,86,195 | +97.70% |
Holdings (60)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 5.87% |
| NTPC Ltd. | Energy | Equity | 4.35% |
| ICICI Bank Ltd. | Financial | Equity | 3.95% |
| Embassy Office Parks REIT | Construction | REITs | 3.74% |
| State Bank of India | Financial | Equity | 3.59% |
| Oil And Natural Gas Corporation Ltd. | Energy | Equity | 3.52% |
| Coal India Ltd. | Energy | Equity | 3.34% |
| Infosys Ltd. | Technology | Equity | 3.30% |
| Power Grid Corporation Of India Ltd. | Energy | Equity | 3.20% |
| Sundaram Liquid Direct-Growth | -- | Mutual Fund | 3.09% |
| ITC Ltd. | Consumer Staples | Equity | 2.49% |
| Tech Mahindra Ltd. | Technology | Equity | 2.39% |
| Larsen & Toubro Ltd. | Construction | Equity | 2.38% |
| HCL Technologies Ltd. | Technology | Equity | 2.24% |
| Bharti Airtel Ltd. | Communication | Equity | 2.09% |
| GAIL (India) Ltd. | Energy | Equity | 2.00% |
| Bank Of Baroda | Financial | Equity | 1.90% |
| Tata Steel Ltd. | Metals & Mining | Equity | 1.90% |
| Reliance Industries Ltd. | Energy | Equity | 1.83% |
| Hindustan Petroleum Corporation Ltd. | Energy | Equity | 1.74% |
| Bajaj Auto Ltd. | Automobile | Equity | 1.74% |
| Bharat Electronics Ltd. | Capital Goods | Equity | 1.73% |
| Cummins India Ltd. | Capital Goods | Equity | 1.67% |
| Hindustan Unilever Ltd. | Consumer Staples | Equity | 1.65% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 1.63% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 1.60% |
| NHPC Ltd. | Energy | Equity | 1.55% |
| Britannia Industries Ltd. | Consumer Staples | Equity | 1.54% |
| CESC Ltd. | Energy | Equity | 1.53% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 1.35% |
| Oil India Ltd. | Energy | Equity | 1.29% |
| Aster DM Healthcare Ltd. | Healthcare | Equity | 1.24% |
| Shriram Finance Ltd | Financial | Equity | 1.24% |
| Castrol India Ltd. | Energy | Equity | 1.23% |
| Balrampur Chini Mills Ltd. | Consumer Staples | Equity | 1.23% |
| Axis Bank Ltd. | Financial | Equity | 1.22% |
| Hero Motocorp Ltd. | Automobile | Equity | 1.13% |
| Mahindra & Mahindra Financial Services Ltd. | Financial | Equity | 1.06% |
| Brookfield India Real Estate Trust REIT | Construction | REITs | 1.05% |
| Indian Oil Corporation Ltd. | Energy | Equity | 1.05% |
| Tata Consultancy Services Ltd. | Technology | Equity | 1.02% |
| Ultratech Cement Ltd. | Construction | Equity | 1.00% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 0.98% |
| Emami Ltd. | Consumer Staples | Equity | 0.97% |
| Godrej Consumer Products Ltd. | Consumer Staples | Equity | 0.91% |
| LTIMindtree Ltd. | Technology | Equity | 0.89% |
| Hindustan Aeronautics Ltd. | Capital Goods | Equity | 0.86% |
| Coforge Ltd. | Technology | Equity | 0.83% |
| UTI Asset Management Company Ltd. | Financial | Equity | 0.71% |
| Asian Paints Ltd. | Chemicals | Equity | 0.67% |
| Vardhman Textiles Ltd. | Textiles | Equity | 0.65% |
| Bayer CropScience Ltd. | Chemicals | Equity | 0.57% |
| REC Ltd. | Financial | Equity | 0.57% |
| Sanofi India Ltd. | Healthcare | Equity | 0.45% |
| Bajaj Finance Ltd. | Financial | Equity | 0.30% |
| Kwality Wall's (India) Ltd. | Consumer Staples | Equity | 0.02% |
| Tirrihannah Company Ltd. | Consumer Staples | Equity | -- |
| Minerava Holdigns Ltd | Financial | Equity | -- |
| Sandur Laminates Ltd. | Metals & Mining | Equity | -- |
| Crystal Cable Inds. Ltd. | Capital Goods | 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 | +14.6% | +13.4% | +14.6% | +12.7% |
| Category average (Equity Thematic) | +19.6% | +19.4% | +15.2% | -- |
| Rank (Equity Thematic) | 7 | 6 | -- | -- |
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
Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
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 ₹67,022 Cr and the Latest NAV as of 15 Apr 2026 is ₹133.56.
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₹67,021.82 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,