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Fund Overview

Fund Size

Fund Size

₹806 Cr

Expense Ratio

Expense Ratio

2.36%

ISIN

ISIN

INF173K01AC1

Minimum SIP

Minimum SIP

₹1,000

Exit Load

Exit Load

1.00%

Inception Date

Inception Date

15 Oct 2004

About this fund

Sundaram Dividend Yield Fund Regular Growth is a Dividend Yield mutual fund schemes offered by Sundaram Mutual Fund. This fund has been in existence for 20 years, 5 months and 13 days, having been launched on 15-Oct-04.
As of 27-Mar-25, it has a Net Asset Value (NAV) of ₹128.61, Assets Under Management (AUM) of 806.50 Crores, and an expense ratio of 2.36%.
  • Sundaram Dividend Yield Fund Regular Growth has given a CAGR return of 13.31% since inception.
  • The fund's asset allocation comprises around 91.94% in equities, 1.24% in debts, and 6.82% in cash & cash equivalents.
  • You can start investing in Sundaram Dividend Yield Fund Regular Growth with a SIP of ₹1000 or a Lumpsum investment of ₹5000.

Performance against Category Average

In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.

1 Year

+5.00%

+6.69% (Cat Avg.)

3 Years

+15.51%

+17.09% (Cat Avg.)

5 Years

+25.19%

+28.16% (Cat Avg.)

10 Years

+14.11%

+13.90% (Cat Avg.)

Since Inception

+13.31%

(Cat Avg.)

Portfolio Summaryas of 28th February 2025

Equity741.49 Cr91.94%
Debt10.02 Cr1.24%
Others54.99 Cr6.82%

Top Holdings

All Holdings

Equity

Debt & Others

NameType sortAmount sortHoldings sort
HDFC Bank LtdEquity62.37 Cr7.73%
TrepsCash - Repurchase Agreement48.97 Cr6.07%
ICICI Bank LtdEquity41.54 Cr5.15%
Infosys LtdEquity32.07 Cr3.98%
NTPC LtdEquity24.92 Cr3.09%
Reliance Industries LtdEquity24.6 Cr3.05%
Bharti Airtel LtdEquity22.77 Cr2.82%
Maruti Suzuki India LtdEquity19.11 Cr2.37%
Larsen & Toubro LtdEquity18.03 Cr2.24%
ITC LtdEquity17.97 Cr2.23%
Tata Consultancy Services LtdEquity17.76 Cr2.20%
State Bank of IndiaEquity17.22 Cr2.14%
Power Grid Corp Of India LtdEquity16.93 Cr2.10%
Coal India LtdEquity16.62 Cr2.06%
Hindustan Unilever LtdEquity15.99 Cr1.98%
Aster DM Healthcare Ltd Ordinary SharesEquity13.9 Cr1.72%
Kotak Mahindra Bank LtdEquity13.7 Cr1.70%
Sun Pharmaceuticals Industries LtdEquity13.54 Cr1.68%
Oil & Natural Gas Corp LtdEquity13.52 Cr1.68%
Bank of BarodaEquity12.81 Cr1.59%
HCL Technologies LtdEquity12.76 Cr1.58%
Bajaj Finance LtdEquity12.37 Cr1.53%
Bharat Electronics LtdEquity11.7 Cr1.45%
Axis Bank LtdEquity11.17 Cr1.39%
ICICI Prudential Life Insurance Co LtdEquity11.03 Cr1.37%
United Spirits LtdEquity10.92 Cr1.35%
Blue Star LtdEquity10.55 Cr1.31%
Marico LtdEquity10.51 Cr1.30%
Grasim Industries LtdEquity10.38 Cr1.29%
Cipla LtdEquity10.13 Cr1.26%
Embassy Office Parks ReitBond - Asset Backed10.02 Cr1.24%
Tech Mahindra LtdEquity9.97 Cr1.24%
Mahindra & Mahindra LtdEquity9.56 Cr1.19%
GAIL (India) LtdEquity9.36 Cr1.16%
Tata Steel LtdEquity8.92 Cr1.11%
UltraTech Cement LtdEquity8.61 Cr1.07%
Apollo Tyres LtdEquity8.42 Cr1.04%
CESC LtdEquity8.31 Cr1.03%
Coforge LtdEquity8.1 Cr1.00%
Mphasis LtdEquity8.09 Cr1.00%
Hindustan Petroleum Corp LtdEquity8.08 Cr1.00%
NIIT Learning Systems LtdEquity8.06 Cr1.00%
Britannia Industries LtdEquity8.04 Cr1.00%
L&T Technology Services LtdEquity7.93 Cr0.98%
UNO Minda LtdEquity7.85 Cr0.97%
Shriram Finance LtdEquity7.72 Cr0.96%
REC LtdEquity7.57 Cr0.94%
Coromandel International LtdEquity7.5 Cr0.93%
Cummins India LtdEquity7.34 Cr0.91%
Hindustan Aeronautics Ltd Ordinary SharesEquity7.1 Cr0.88%
GE Vernova T&D India LtdEquity7.09 Cr0.88%
IndusInd Bank LtdEquity6.93 Cr0.86%
Angel One Ltd Ordinary SharesEquity6.51 Cr0.81%
Bajaj Auto LtdEquity6.32 Cr0.78%
TVS Holdings LtdEquity6.14 Cr0.76%
Cash And Other Net Current AssetsCash6.02 Cr0.75%
Sanofi India LtdEquity5.76 Cr0.71%
TD Power Systems LtdEquity5.25 Cr0.65%
Eicher Motors LtdEquity4.77 Cr0.59%
Bayer CropScience LtdEquity4.73 Cr0.59%
Cyient LtdEquity4.56 Cr0.57%

Allocation By Market Cap (Equity)

Large Cap Stocks

72.81%

Mid Cap Stocks

10.24%

Small Cap Stocks

8.88%

Other Allocation

Equity Sector

Debt & Others

SectorAmount sortHoldings sort
Financial Services210.93 Cr26.15%
Technology96.68 Cr11.99%
Industrials71.62 Cr8.88%
Consumer Defensive71.5 Cr8.87%
Energy62.82 Cr7.79%
Consumer Cyclical62.18 Cr7.71%
Utilities59.52 Cr7.38%
Healthcare43.34 Cr5.37%
Basic Materials40.14 Cr4.98%
Communication Services22.77 Cr2.82%

Risk & Performance Ratios

Standard Deviation

This fund

13.48%

Cat. avg.

14.63%

Lower the better

Sharpe Ratio

This fund

0.53

Cat. avg.

0.70

Higher the better

Sortino Ratio

This fund

--

Cat. avg.

1.17

Higher the better

Fund Managers

RV

Ratish Varier

Since January 2022

AA

Ashish Aggarwal

Since January 2022

Additional Scheme Detailsas of 28th February 2025

ISIN
INF173K01AC1
Expense Ratio
2.36%
Exit Load
1.00%
Fund Size
₹806 Cr
Age
20 years 5 months
Lumpsum Minimum
₹5,000
Fund Status
Open Ended Investment Company
Benchmark
Nifty 500 TR INR

Investment ObjectiveInvestment Objective

To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.

Tax Treatment

iconCapital Gains Taxation:

iconDividend Taxation:

info icon

Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.

Similar Dividend Yield Funds

Fund nameExpense RatioExit LoadFund size
1Y
Nippon India ETF Nifty Dividend Opportunities 50

Very High Risk

0.4%-₹57.88 Cr5.8%
LIC MF Dividend Yield Fund Direct Growth

Very High Risk

0.7%1.0%₹446.38 Cr15.3%
LIC MF Dividend Yield Fund Regular Growth

Very High Risk

2.4%1.0%₹446.38 Cr13.8%
UTI Dividend Yield Fund Regular Growth

Very High Risk

2.0%1.0%₹3633.45 Cr14.8%
Templeton India Equity Income Fund Regular Growth

Very High Risk

2.1%1.0%₹2201.11 Cr7.1%
Tata Dividend Yield Fund Direct Growth

Very High Risk

0.8%1.0%₹839.00 Cr6.0%
Tata Dividend Yield Fund Regular Growth

Very High Risk

2.3%1.0%₹839.00 Cr4.3%
SBI Dividend Yield Fund Regular Growth

Very High Risk

1.8%1.0%₹8420.44 Cr6.0%
SBI Dividend Yield Fund Direct Growth

Very High Risk

0.9%1.0%₹8420.44 Cr7.1%
Sundaram Dividend Yield Fund Regular Growth

Very High Risk

2.4%1.0%₹806.50 Cr5.0%

About the AMC

Sundaram Mutual Fund

Sundaram Mutual Fund

Total AUM

₹64,392 Cr

Address

Sundaram Towers, Chennai, 600 014

Other Funds by Sundaram Mutual Fund

Fund nameExpense RatioExit LoadFund size
1Y
Sundaram Multi Asset Allocation Fund Direct Growth

High Risk

0.6%1.0%₹2375.29 Cr12.7%
Sundaram Emerging Small Cap - Series VI Direct Growth

Low Risk

0.8%0.0%₹45.47 Cr7.8%
Sundaram Long Term Tax Advantage Fund Series I Direct Growth

High Risk

1.4%0.0%₹19.18 Cr8.1%
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Direct Growth

Very High Risk

1.2%0.0%₹26.38 Cr3.4%
Sundaram FTP IQ Direct Growth

Moderate Risk

-0.0%--
Sundaram Long Term Tax Advantage Fund Series II Direct Growth

Very High Risk

1.2%0.0%₹11.49 Cr7.1%
Sundaram Emerging Small Cap - Series VII Direct Growth

Low Risk

1.0%0.0%₹159.75 Cr11.3%
Sundaram Long Term Micro CapTax Advantage Fund Sries III Direct Growth

Very High Risk

1.3%0.0%₹65.16 Cr1.6%
Sundaram Emerging Small Cap - Series V Direct Growth

Low Risk

0.8%0.0%₹83.88 Cr7.5%
Sundaram Long Term Tax Advantage Fund Series III Direct Growth

Very High Risk

1.2%-₹28.86 Cr2.7%
Sundaram Long Term Tax Advantage Fund Series IV Direct Growth

Very High Risk

1.2%0.0%₹18.97 Cr3.3%
Sundaram Long Term Tax Advantage Fund - Series VI Direct Growth

Very High Risk

1.1%0.0%--
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct Growth

Very High Risk

1.3%0.0%₹30.84 Cr1.7%
Sundaram Fixed Term Plan Series IM Direct Growth

Moderate Risk

-0.0%--
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct Growth

Very High Risk

1.2%0.0%₹31.41 Cr2.2%
Sundaram Multi Cap Fund Direct Growth

Very High Risk

1.1%1.0%₹2416.58 Cr11.7%
Sundaram Dividend Yield Fund Direct Growth

Very High Risk

1.2%1.0%₹806.50 Cr6.3%
Sundaram Aggressive Hybrid Fund Direct Growth

High Risk

0.1%1.0%₹5236.37 Cr9.3%
Sundaram Liquid Fund Direct Growth

Low to Moderate Risk

0.1%0.0%₹8447.09 Cr7.4%
Sundaram Low Duration Fund Direct Growth

Low to Moderate Risk

0.4%0.0%₹372.68 Cr8.1%
Sundaram Equity Savings Fund Direct Growth

Moderate Risk

0.8%0.0%₹1032.94 Cr10.7%
Sundaram Focused Fund Direct Growth

Very High Risk

1.4%0.0%₹1007.19 Cr6.8%
Sundaram Nifty 100 Equal Weight Fund Direct Growth

Very High Risk

0.5%0.0%₹92.23 Cr5.5%
Sundaram Short Duration Fund Direct Growth

Moderate Risk

0.3%0.0%₹208.52 Cr8.8%
Sundaram Ultra Short Duration Fund Direct Growth

Moderate Risk

0.2%0.0%₹2004.57 Cr7.7%
Sundaram Tax Savings Fund Direct Growth

Very High Risk

1.7%0.0%₹1212.38 Cr7.9%
Sundaram Balanced Advantage Fund Direct Growth

Moderately High risk

0.7%1.0%₹1434.84 Cr8.5%
Sundaram Large Cap Fund Direct Growth

Very High Risk

0.7%1.0%₹3127.57 Cr5.7%
Sundaram Services Fund Direct Growth

Very High Risk

0.9%1.0%₹3551.43 Cr13.1%
Sundaram Flexi Cap Fund Direct Growth

Very High Risk

0.1%1.0%₹1834.06 Cr9.4%
Sundaram Money Market Fund Direct Growth

Moderate Risk

0.2%0.0%₹675.33 Cr7.7%
Sundaram Medium Term Bond Fund Direct Growth

Moderate Risk

1.4%1.0%₹43.15 Cr7.5%
Sundaram Infrastructure Advantage Fund Direct Growth

Very High Risk

1.8%0.0%₹803.89 Cr6.4%
Sundaram Financial Services Opportunities Direct Growth

Very High Risk

0.9%0.0%₹1325.29 Cr11.1%
Sundaram Banking & PSU Debt Fund Direct Growth

Moderate Risk

0.3%0.0%₹350.02 Cr8.5%
Sundaram large and Mid Cap Fund Direct Growth

Very High Risk

0.9%1.0%₹5861.32 Cr10.4%
Sundaram Global Brand Fund Direct Growth

Very High Risk

1.4%1.0%₹121.09 Cr7.3%
Sundaram Corporate Bond Fund Direct Growth

Moderate Risk

0.3%0.0%₹696.56 Cr8.6%
Sundaram Debt Oriented Hybrid Fund Direct Growth

Moderately High risk

1.5%0.0%₹26.59 Cr7.8%
Sundaram Small Cap Fund Direct Growth

Very High Risk

1.0%1.0%₹2762.92 Cr4.6%
Sundaram Diversified Equity Direct Growth

Very High Risk

1.8%0.0%₹1361.57 Cr6.8%
Sundaram Consumption Fund Direct Growth

Very High Risk

1.3%0.0%₹1398.19 Cr11.4%
Sundaram Mid Cap Fund Direct Growth

Very High Risk

0.9%1.0%₹10450.74 Cr14.4%
Sundaram Overnight Fund Direct Growth

Low Risk

0.1%0.0%₹932.39 Cr6.6%
Sundaram Arbitrage Fund Direct Growth

Low Risk

0.3%0.0%₹220.10 Cr7.6%

Risk Level

Your principal amount will be at Very High Risk

Very High Risk

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The NAV of Sundaram Dividend Yield Fund Regular Growth, as of 27-Mar-2025, is ₹128.61.
The fund has generated 5.00% over the last 1 year and 15.51% over the last 3 years. However, this does not guarantee that the fund will perform similarly in the future.
The fund's allocation of assets is distributed as 91.94% in equities, 1.24% in bonds, and 6.82% in cash and cash equivalents.
The fund managers responsible for Sundaram Dividend Yield Fund Regular Growth are:-
  1. Ratish Varier
  2. Ashish Aggarwal

Fund Overview

Fund Size

Fund Size

₹806 Cr

Expense Ratio

Expense Ratio

2.36%

ISIN

ISIN

INF173K01AC1

Minimum SIP

Minimum SIP

₹1,000

Exit Load

Exit Load

1.00%

Inception Date

Inception Date

15 Oct 2004

Risk Level

Your principal amount will be at Very High Risk

Very High Risk

About this fund

Sundaram Dividend Yield Fund Regular Growth is a Dividend Yield mutual fund schemes offered by Sundaram Mutual Fund. This fund has been in existence for 20 years, 5 months and 13 days, having been launched on 15-Oct-04.
As of 27-Mar-25, it has a Net Asset Value (NAV) of ₹128.61, Assets Under Management (AUM) of 806.50 Crores, and an expense ratio of 2.36%.
  • Sundaram Dividend Yield Fund Regular Growth has given a CAGR return of 13.31% since inception.
  • The fund's asset allocation comprises around 91.94% in equities, 1.24% in debts, and 6.82% in cash & cash equivalents.
  • You can start investing in Sundaram Dividend Yield Fund Regular Growth with a SIP of ₹1000 or a Lumpsum investment of ₹5000.

Performance against Category Average

In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.

1 Year

+5.00%

+6.69% (Cat Avg.)

3 Years

+15.51%

+17.09% (Cat Avg.)

5 Years

+25.19%

+28.16% (Cat Avg.)

10 Years

+14.11%

+13.90% (Cat Avg.)

Since Inception

+13.31%

(Cat Avg.)

Portfolio Summaryas of 28th February 2025

Equity741.49 Cr91.94%
Debt10.02 Cr1.24%
Others54.99 Cr6.82%

Top Holdings

All Holdings

Equity

Debt & Others

NameType sortAmount sortHoldings sort
HDFC Bank LtdEquity62.37 Cr7.73%
TrepsCash - Repurchase Agreement48.97 Cr6.07%
ICICI Bank LtdEquity41.54 Cr5.15%
Infosys LtdEquity32.07 Cr3.98%
NTPC LtdEquity24.92 Cr3.09%
Reliance Industries LtdEquity24.6 Cr3.05%
Bharti Airtel LtdEquity22.77 Cr2.82%
Maruti Suzuki India LtdEquity19.11 Cr2.37%
Larsen & Toubro LtdEquity18.03 Cr2.24%
ITC LtdEquity17.97 Cr2.23%
Tata Consultancy Services LtdEquity17.76 Cr2.20%
State Bank of IndiaEquity17.22 Cr2.14%
Power Grid Corp Of India LtdEquity16.93 Cr2.10%
Coal India LtdEquity16.62 Cr2.06%
Hindustan Unilever LtdEquity15.99 Cr1.98%
Aster DM Healthcare Ltd Ordinary SharesEquity13.9 Cr1.72%
Kotak Mahindra Bank LtdEquity13.7 Cr1.70%
Sun Pharmaceuticals Industries LtdEquity13.54 Cr1.68%
Oil & Natural Gas Corp LtdEquity13.52 Cr1.68%
Bank of BarodaEquity12.81 Cr1.59%
HCL Technologies LtdEquity12.76 Cr1.58%
Bajaj Finance LtdEquity12.37 Cr1.53%
Bharat Electronics LtdEquity11.7 Cr1.45%
Axis Bank LtdEquity11.17 Cr1.39%
ICICI Prudential Life Insurance Co LtdEquity11.03 Cr1.37%
United Spirits LtdEquity10.92 Cr1.35%
Blue Star LtdEquity10.55 Cr1.31%
Marico LtdEquity10.51 Cr1.30%
Grasim Industries LtdEquity10.38 Cr1.29%
Cipla LtdEquity10.13 Cr1.26%
Embassy Office Parks ReitBond - Asset Backed10.02 Cr1.24%
Tech Mahindra LtdEquity9.97 Cr1.24%
Mahindra & Mahindra LtdEquity9.56 Cr1.19%
GAIL (India) LtdEquity9.36 Cr1.16%
Tata Steel LtdEquity8.92 Cr1.11%
UltraTech Cement LtdEquity8.61 Cr1.07%
Apollo Tyres LtdEquity8.42 Cr1.04%
CESC LtdEquity8.31 Cr1.03%
Coforge LtdEquity8.1 Cr1.00%
Mphasis LtdEquity8.09 Cr1.00%
Hindustan Petroleum Corp LtdEquity8.08 Cr1.00%
NIIT Learning Systems LtdEquity8.06 Cr1.00%
Britannia Industries LtdEquity8.04 Cr1.00%
L&T Technology Services LtdEquity7.93 Cr0.98%
UNO Minda LtdEquity7.85 Cr0.97%
Shriram Finance LtdEquity7.72 Cr0.96%
REC LtdEquity7.57 Cr0.94%
Coromandel International LtdEquity7.5 Cr0.93%
Cummins India LtdEquity7.34 Cr0.91%
Hindustan Aeronautics Ltd Ordinary SharesEquity7.1 Cr0.88%
GE Vernova T&D India LtdEquity7.09 Cr0.88%
IndusInd Bank LtdEquity6.93 Cr0.86%
Angel One Ltd Ordinary SharesEquity6.51 Cr0.81%
Bajaj Auto LtdEquity6.32 Cr0.78%
TVS Holdings LtdEquity6.14 Cr0.76%
Cash And Other Net Current AssetsCash6.02 Cr0.75%
Sanofi India LtdEquity5.76 Cr0.71%
TD Power Systems LtdEquity5.25 Cr0.65%
Eicher Motors LtdEquity4.77 Cr0.59%
Bayer CropScience LtdEquity4.73 Cr0.59%
Cyient LtdEquity4.56 Cr0.57%

Allocation By Market Cap (Equity)

Large Cap Stocks

72.81%

Mid Cap Stocks

10.24%

Small Cap Stocks

8.88%

Other Allocation

Equity Sector

Debt & Others

SectorAmount sortHoldings sort
Financial Services210.93 Cr26.15%
Technology96.68 Cr11.99%
Industrials71.62 Cr8.88%
Consumer Defensive71.5 Cr8.87%
Energy62.82 Cr7.79%
Consumer Cyclical62.18 Cr7.71%
Utilities59.52 Cr7.38%
Healthcare43.34 Cr5.37%
Basic Materials40.14 Cr4.98%
Communication Services22.77 Cr2.82%

Risk & Performance Ratios

Standard Deviation

This fund

13.48%

Cat. avg.

14.63%

Lower the better

Sharpe Ratio

This fund

0.53

Cat. avg.

0.70

Higher the better

Sortino Ratio

This fund

--

Cat. avg.

1.17

Higher the better

Fund Managers

RV

Ratish Varier

Since January 2022

AA

Ashish Aggarwal

Since January 2022

Additional Scheme Detailsas of 28th February 2025

ISIN
INF173K01AC1
Expense Ratio
2.36%
Exit Load
1.00%
Fund Size
₹806 Cr
Age
20 years 5 months
Lumpsum Minimum
₹5,000
Fund Status
Open Ended Investment Company
Benchmark
Nifty 500 TR INR

Investment ObjectiveInvestment Objective

To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.

Tax Treatment

iconCapital Gains Taxation:

iconDividend Taxation:

info icon

Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.

Similar Dividend Yield Funds

Fund nameExpense RatioExit LoadFund size
1Y
Nippon India ETF Nifty Dividend Opportunities 50

Very High Risk

0.4%-₹57.88 Cr5.8%
LIC MF Dividend Yield Fund Direct Growth

Very High Risk

0.7%1.0%₹446.38 Cr15.3%
LIC MF Dividend Yield Fund Regular Growth

Very High Risk

2.4%1.0%₹446.38 Cr13.8%
UTI Dividend Yield Fund Regular Growth

Very High Risk

2.0%1.0%₹3633.45 Cr14.8%
Templeton India Equity Income Fund Regular Growth

Very High Risk

2.1%1.0%₹2201.11 Cr7.1%
Tata Dividend Yield Fund Direct Growth

Very High Risk

0.8%1.0%₹839.00 Cr6.0%
Tata Dividend Yield Fund Regular Growth

Very High Risk

2.3%1.0%₹839.00 Cr4.3%
SBI Dividend Yield Fund Regular Growth

Very High Risk

1.8%1.0%₹8420.44 Cr6.0%
SBI Dividend Yield Fund Direct Growth

Very High Risk

0.9%1.0%₹8420.44 Cr7.1%
Sundaram Dividend Yield Fund Regular Growth

Very High Risk

2.4%1.0%₹806.50 Cr5.0%

About the AMC

Sundaram Mutual Fund

Sundaram Mutual Fund

Total AUM

₹64,392 Cr

Address

Sundaram Towers, Chennai, 600 014

Other Funds by Sundaram Mutual Fund

Fund nameExpense RatioExit LoadFund size
1Y
Sundaram Multi Asset Allocation Fund Direct Growth

High Risk

0.6%1.0%₹2375.29 Cr12.7%
Sundaram Emerging Small Cap - Series VI Direct Growth

Low Risk

0.8%0.0%₹45.47 Cr7.8%
Sundaram Long Term Tax Advantage Fund Series I Direct Growth

High Risk

1.4%0.0%₹19.18 Cr8.1%
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Direct Growth

Very High Risk

1.2%0.0%₹26.38 Cr3.4%
Sundaram FTP IQ Direct Growth

Moderate Risk

-0.0%--
Sundaram Long Term Tax Advantage Fund Series II Direct Growth

Very High Risk

1.2%0.0%₹11.49 Cr7.1%
Sundaram Emerging Small Cap - Series VII Direct Growth

Low Risk

1.0%0.0%₹159.75 Cr11.3%
Sundaram Long Term Micro CapTax Advantage Fund Sries III Direct Growth

Very High Risk

1.3%0.0%₹65.16 Cr1.6%
Sundaram Emerging Small Cap - Series V Direct Growth

Low Risk

0.8%0.0%₹83.88 Cr7.5%
Sundaram Long Term Tax Advantage Fund Series III Direct Growth

Very High Risk

1.2%-₹28.86 Cr2.7%
Sundaram Long Term Tax Advantage Fund Series IV Direct Growth

Very High Risk

1.2%0.0%₹18.97 Cr3.3%
Sundaram Long Term Tax Advantage Fund - Series VI Direct Growth

Very High Risk

1.1%0.0%--
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct Growth

Very High Risk

1.3%0.0%₹30.84 Cr1.7%
Sundaram Fixed Term Plan Series IM Direct Growth

Moderate Risk

-0.0%--
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct Growth

Very High Risk

1.2%0.0%₹31.41 Cr2.2%
Sundaram Multi Cap Fund Direct Growth

Very High Risk

1.1%1.0%₹2416.58 Cr11.7%
Sundaram Dividend Yield Fund Direct Growth

Very High Risk

1.2%1.0%₹806.50 Cr6.3%
Sundaram Aggressive Hybrid Fund Direct Growth

High Risk

0.1%1.0%₹5236.37 Cr9.3%
Sundaram Liquid Fund Direct Growth

Low to Moderate Risk

0.1%0.0%₹8447.09 Cr7.4%
Sundaram Low Duration Fund Direct Growth

Low to Moderate Risk

0.4%0.0%₹372.68 Cr8.1%
Sundaram Equity Savings Fund Direct Growth

Moderate Risk

0.8%0.0%₹1032.94 Cr10.7%
Sundaram Focused Fund Direct Growth

Very High Risk

1.4%0.0%₹1007.19 Cr6.8%
Sundaram Nifty 100 Equal Weight Fund Direct Growth

Very High Risk

0.5%0.0%₹92.23 Cr5.5%
Sundaram Short Duration Fund Direct Growth

Moderate Risk

0.3%0.0%₹208.52 Cr8.8%
Sundaram Ultra Short Duration Fund Direct Growth

Moderate Risk

0.2%0.0%₹2004.57 Cr7.7%
Sundaram Tax Savings Fund Direct Growth

Very High Risk

1.7%0.0%₹1212.38 Cr7.9%
Sundaram Balanced Advantage Fund Direct Growth

Moderately High risk

0.7%1.0%₹1434.84 Cr8.5%
Sundaram Large Cap Fund Direct Growth

Very High Risk

0.7%1.0%₹3127.57 Cr5.7%
Sundaram Services Fund Direct Growth

Very High Risk

0.9%1.0%₹3551.43 Cr13.1%
Sundaram Flexi Cap Fund Direct Growth

Very High Risk

0.1%1.0%₹1834.06 Cr9.4%
Sundaram Money Market Fund Direct Growth

Moderate Risk

0.2%0.0%₹675.33 Cr7.7%
Sundaram Medium Term Bond Fund Direct Growth

Moderate Risk

1.4%1.0%₹43.15 Cr7.5%
Sundaram Infrastructure Advantage Fund Direct Growth

Very High Risk

1.8%0.0%₹803.89 Cr6.4%
Sundaram Financial Services Opportunities Direct Growth

Very High Risk

0.9%0.0%₹1325.29 Cr11.1%
Sundaram Banking & PSU Debt Fund Direct Growth

Moderate Risk

0.3%0.0%₹350.02 Cr8.5%
Sundaram large and Mid Cap Fund Direct Growth

Very High Risk

0.9%1.0%₹5861.32 Cr10.4%
Sundaram Global Brand Fund Direct Growth

Very High Risk

1.4%1.0%₹121.09 Cr7.3%
Sundaram Corporate Bond Fund Direct Growth

Moderate Risk

0.3%0.0%₹696.56 Cr8.6%
Sundaram Debt Oriented Hybrid Fund Direct Growth

Moderately High risk

1.5%0.0%₹26.59 Cr7.8%
Sundaram Small Cap Fund Direct Growth

Very High Risk

1.0%1.0%₹2762.92 Cr4.6%
Sundaram Diversified Equity Direct Growth

Very High Risk

1.8%0.0%₹1361.57 Cr6.8%
Sundaram Consumption Fund Direct Growth

Very High Risk

1.3%0.0%₹1398.19 Cr11.4%
Sundaram Mid Cap Fund Direct Growth

Very High Risk

0.9%1.0%₹10450.74 Cr14.4%
Sundaram Overnight Fund Direct Growth

Low Risk

0.1%0.0%₹932.39 Cr6.6%
Sundaram Arbitrage Fund Direct Growth

Low Risk

0.3%0.0%₹220.10 Cr7.6%

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The NAV of Sundaram Dividend Yield Fund Regular Growth, as of 27-Mar-2025, is ₹128.61.
The fund has generated 5.00% over the last 1 year and 15.51% over the last 3 years. However, this does not guarantee that the fund will perform similarly in the future.
The fund's allocation of assets is distributed as 91.94% in equities, 1.24% in bonds, and 6.82% in cash and cash equivalents.
The fund managers responsible for Sundaram Dividend Yield Fund Regular Growth are:-
  1. Ratish Varier
  2. Ashish Aggarwal
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