Sundaram Asset Management Company Limited

Sundaram Dividend Yield Fund-Growth Plan

EquityThematic - Dividend Yield
  • Plan: Regular
  • |
  • Type: Open-Ended
  • |
  • Option: Growth
  • 1 yr return1%
  • 3 yr return-
  • 5 yr return-
  • Expense Ratio2.58%
  • Lock-in Period--
  • Exit Load1%
  • Fund Size (Cr)Rupees368
  • NAVRupees86.2

Performance Graph

  • Show returns for: 1 yr 3 yrs 5 yrs
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Returns Calculator

  • Show returns for: SIP Lumpsum
  • Monthly SIP (Rupees)
  • Investment years: 1 3 5
  • Amount invested/month: Rupees-
  • Time Period: 1 years
  • Estimated Returns: Rupees0

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Investment Objective

To Provide Long-Term Capital Appreciation And/Or Dividend Distribution By Investing Predominantly In A Well Diversified Portfolio Of Companies That Have A Relatively High Dividend Yield.

Tax Implications

Taxation on mutual fund explained : https://zfunds.in/article/taxes-on-mutual-funds

Riskometer

Top Holdings

  • Companies %
  • TREPS 7.9
  • Infosys Ltd 5.8
  • HDFC Bank Ltd 5.4
  • ICICI Bank Ltd 4.5
  • NTPC Ltd 4.4
  • Hindustan UniLever Ltd 4
  • ITC Ltd 3.5
  • Tata Consultancy Services Ltd 3.4
  • Reliance Industries Ltd 3.2
  • State Bank of India 3.1
  • HCL Technologies Ltd 3
  • Sectors %
  • Banks17.1
  • Internet and Technology15.4
  • Cash/Deposits/Margins/Treps/Repo/Swaps7.7
  • Diversified FMCG7.6
  • Power6.3

Fund House