Sundaram Dividend Yield Fund
NAV : ₹ 138.07 as of 17 December, 2025
Overview
₹ 923.06 Cr
Fund size
₹ 500
Min SIP
₹ 5000
Lumpsum
06 September 2004
Launch date
Growth
Fund plan
Regular
Scheme type
Return Calculator
₹ 5,000
Over the past
Total Investment of ₹3,00,000
Monthly SIP of ₹5,000 would have become ₹4,69,509 in 5 years with a gain of ₹1,69,509 (+36.10%)
Disclaimer: Past performance is not an indicator of future returns
Top Holdings
HDFC Bank Ltd. | 7.10% |
ICICI Bank Ltd. | 3.99% |
Infosys Ltd. | 3.72% |
NTPC Ltd. | 3.36% |
State Bank of India | 3.15% |
Equity Holding(s) Distribution
Other Scheme Info
Expense Ratio
Inclusive of GST
2.29%
Stamp Duty
0.005%
Exit Load
For units in excess of 24% of the investment,1% will be charged for redemption within 365 days
0
View Scheme Document
Peer Analysis
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Compare Funds
Compare with other funds
Sundaram Dividend Yield Fund Managers
List of Sundaram Mutual Fund's top performing schemes
23.39% | |
20.85% | |
19.09% | |
17.45% | |
16.84% | |
16.71% | |
16.12% | |
15.97% | |
15.69% | |
14.70% |
Fund House
Sundaram Mutual Fund
Total AUM: 76948.12Cr
Established in 1996, Sundaram Mutual Fund operates as a wholly-owned subsidiary of Sundaram Finance Limited (SFL), one of India's oldest Non-Banking Financial Companies (NBFCs). Sundaram Asset Management Company manages total assets under management (AUM) amounting to approximately Rs. 51237 crores as of December 2023.
Learn more about Sundaram Mutual Fund
Kotak Securities Limited: AMFI-registered Mutual Fund Distributor
FAQ for Sundaram Dividend Yield Fund
Start SIP with just Rs.100
Start SIP with just Rs.100