Sundaram Dividend Yield Fund Growth Return
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- 6M
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- 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020
Sundaram Dividend Yield Fund Growth Fund Overview
Min. investment
SIP ₹500 & Lump. ₹5000
AUM (Fund size)
₹757 Cr
Lock In Period
N/A
Expense Ratio
2.41
Exit Load
If units purchased or switched in from another scheme of the Fund are redeemed or switched outwithin 1 year from the date of allotment: - for up to 25% of such units: Nil For more than 25% of such units: 1% of applicable Net Asset Value (NAV). If units purchased or switched in from another scheme of the Fund are redeemed or switched out after 1 year from the date of allotment: Nil.
Benchmark
NIfty Dividend Opportunities 50 Total Return
Sundaram Dividend Yield Fund Growth Calculate Returns
You would have got
Your Investment Amount
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -2.95 | -1.28 | -2.66 |
| 6M | -7.66 | 1.07 | 0.87 |
| 1Y | -10.14 | 2.60 | -1.92 |
| 3Y | 7.08 | 13.65 | 58.57 |
Portfolio Analysis
- Equity: 96.77%
- Debt: 3.23%
- Others
As on: 2026-09-30
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About Fund Sundaram Dividend Yield Fund Growth
Sundaram Dividend Yield Fund Growth managed by Sundaram Mutual Fund,is a Dividend Yieldscheme with Assets Under Management of ₹757 Crore. The fund benchmarks its performance against the NIfty Dividend Opportunities 50 Total Return while maintaining an expense ratio of 2.41. Under the expert guidance of Siddarth Mohta ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Fund Managers
Siddarth Mohta
Mr. Siddarth Mohta has done MBA (Finance), Financial Risk Management. Has over 16 years of experience as an Equity Analyst/Finance Manager.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| Sundaram Dividend Yield Fund Growth | 3 | 757 CR | 2.41 |
| ICICI Prudential Dividend Yield Fund Growth | 2 | 6,327 CR | 1.92 |
| LIC MF Dividend Yield Fund Growth | 0 | 737 CR | 2.43 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundSundaram Dividend Yield Fund Growth | -10.143 | 22.7694 |
| This FundICICI Prudential Dividend Yield Fund Growth | -10.3815 | 37.7114 |
| This FundLIC MF Dividend Yield Fund Growth | -3.4189 | 51.9487 |
Sundaram Dividend Yield Fund Growth FAQs
Sundaram Dividend Yield Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of Sundaram Dividend Yield Fund Growth is 2.41. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Sundaram Dividend Yield Fund Growth’s fund performance is as follows:
- 1 Month : -2.95%
- 6 Months : -7.66%
- 1 Year : -10.14%
- 3 Years : 7.08%
You can invest in Sundaram Dividend Yield Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of Sundaram Dividend Yield Fund Growth is ₹757 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Sundaram Dividend Yield Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
