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Sundaram Dividend Yield Fund Growth
+10.62%
3Y annualised
+0.04% 1D
NAV: 16 Jul '26
₹130.81
Min. for SIP
₹500
Fund size (AUM)
₹819.54 Cr
Expense ratio
2.36%
Rating
--
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹58,660 | -2.23% | |
| 3 years | ₹1,80,000 | ₹1,85,157 | +2.86% | |
| 5 years | ₹3,00,000 | ₹3,67,184 | +22.39% | |
| 10 years | ₹6,00,000 | ₹11,36,164 | +89.36% |
Holdings (62)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| HDFC Bank Ltd | Financial | Equity | 6.33% |
| ICICI Bank Ltd | Financial | Equity | 4.45% |
| NTPC Ltd | Energy & Utilities | Equity | 4.13% |
| Embassy Office Parks REIT | Real Estate | Real Estate Investment Trusts | 3.85% |
| State Bank of India | Financial | Equity | 3.72% |
| Repo | Unspecified | Repo | 3.25% |
| Coal India Ltd | Materials | Equity | 3.21% |
| Power Grid Corporation of India Ltd | Energy & Utilities | Equity | 3.06% |
| Oil & Natural Gas Corporation Ltd | Energy & Utilities | Equity | 2.87% |
| Larsen & Toubro Ltd | Industrials | Equity | 2.78% |
| Infosys Ltd | Technology | Equity | 2.61% |
| GAIL (India) Ltd | Energy & Utilities | Equity | 2.49% |
| ITC Ltd | Consumer Staples | Equity | 2.45% |
| Tech Mahindra Ltd | Technology | Equity | 2.40% |
| Bharti Airtel Ltd | Technology | Equity | 2.15% |
| Cummins India Ltd | Industrials | Equity | 2.07% |
| Hindustan Petroleum Corporation Ltd | Energy & Utilities | Equity | 2.02% |
| Bajaj Auto Ltd | Consumer Discretionary | Equity | 1.90% |
| Vardhman Textiles Ltd | Consumer Discretionary | Equity | 1.86% |
| Tata Steel Ltd | Materials | Equity | 1.84% |
| HCL Technologies Ltd | Technology | Equity | 1.77% |
| Bharat Electronics Ltd | Industrials | Equity | 1.76% |
| Reliance Industries Ltd | Energy & Utilities | Equity | 1.74% |
| CESC Ltd | Energy & Utilities | Equity | 1.70% |
| NHPC Ltd | Energy & Utilities | Equity | 1.69% |
| Hindustan Unilever Ltd | Consumer Staples | Equity | 1.68% |
| Shriram Transport Finance Company Ltd | Financial | Equity | 1.46% |
| Britannia Industries Ltd | Consumer Staples | Equity | 1.44% |
| Aster DM Healthcare Ltd | Healthcare | Equity | 1.44% |
| Axis Bank Ltd | Financial | Equity | 1.40% |
| Mahindra & Mahindra Ltd | Consumer Discretionary | Equity | 1.39% |
| Balrampur Chini Mills Ltd | Consumer Staples | Equity | 1.35% |
| Castrol India Ltd | Materials | Equity | 1.29% |
| Bank Of Baroda | Financial | Equity | 1.20% |
| Sun Pharmaceutical Industries Ltd | Healthcare | Equity | 1.14% |
| Oil India Ltd | Energy & Utilities | Equity | 1.12% |
| Kotak Mahindra Bank Ltd | Financial | Equity | 1.08% |
| Coforge Ltd | Technology | Equity | 1.07% |
| Hindustan Aeronautics Ltd | Industrials | Equity | 1.07% |
| Indian Oil Corporation Ltd | Energy & Utilities | Equity | 1.06% |
| Brookfield India Real Estate Trust REIT | Real Estate | Real Estate Investment Trusts | 1.06% |
| Hero Motocorp Ltd | Consumer Discretionary | Equity | 1.05% |
| Ultratech Cement Ltd | Materials | Equity | 1.03% |
| Emami Ltd | Consumer Staples | Equity | 0.99% |
| Godrej Consumer Products Ltd | Consumer Staples | Equity | 0.92% |
| Tata Consultancy Services Ltd | Technology | Equity | 0.87% |
| Asian Paints Ltd | Materials | Equity | 0.80% |
| Cash/Net Current Assets | Unspecified | Cash/Net Current Assets | 0.79% |
| Mahindra & Mahindra Financial Services Ltd | Financial | Equity | 0.77% |
| National Aluminium Company Ltd | Materials | Equity | 0.73% |
| Ashok Leyland Ltd | Industrials | Equity | 0.67% |
| REC Ltd | Financial | Equity | 0.67% |
| Maruti Suzuki India Ltd | Consumer Discretionary | Equity | 0.60% |
| Engineers India Ltd | Industrials | Equity | 0.59% |
| Sanofi India Ltd | Healthcare | Equity | 0.47% |
| Bajaj Finance Ltd | Financial | Equity | 0.37% |
| UTI Asset Management Company Ltd | Financial | Equity | 0.33% |
| Kwality Walls India Ltd | Consumer Staples | Equity | 0.03% |
| 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 | +10.6% | +10.5% | +13.5% | +12.5% |
| 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 ₹76,991 Cr and the Latest NAV as of 16 Jul 2026 is ₹130.81.
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₹76,991.28 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,