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Value Research Rating
Analyst’s Choice
Riskometer
Very High
₹130.2602 -1.24%
As on 25-Apr-2025
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
|
Fund name
|
Rating |
VR Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|---|---|---|---|---|---|---|
|
Sundaram Dividend Yield Fund
|
|
Very High
|
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2.33 |
||
|
|
Very High
|
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1.78 |
|||
|
|
Very High
|
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1.83 |
|||
|
|
Very High
|
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1.88 |
|||
|
|
Very High
|
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2.00 |
₹863 Cr
1.00 (365)
5,000
500
500
12
Investment Strategy
The scheme aims to provide capital appreciation by investing predominantly in a well-diversified portfolio of companies that have a relatively high dividend yield.
Suitability
Dividend Yield funds are suitable for investors:
Note:
Capital Gains Taxation
Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.
Dividend Taxation
Sundaram Dividend Yield Fund is mandated to invest predominantly in companies which have a high dividend yield ratio.
Mutual funds can be bought directly from the website of the fund house. For instance, Sundaram Dividend Yield Fund fund can be purchased from the website of Sundaram Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.
The NAV of Sundaram Dividend Yield Fund is ₹130.2602 as of 27-Apr-2025.
The AUM of Sundaram Dividend Yield Fund Fund is ₹863 Cr as of 31-Mar-2025
The riskometer level of Sundaram Dividend Yield Fund is Very High. See More
| Company | Percentage of Portfolio |
|---|---|
|
8.16
|
|
|
5.47
|
|
|
3.46
|
|
|
3.32
|
|
|
3.03
|
As of 31-Mar-2025, Sundaram Dividend Yield Fund had invested 92.9% in Equity, 5.62% in Cash & Cash Eq. and 1.48% in Real Estate See More
Sundaram Dividend Yield Fund is 20 years 6 months old. It has delivered 13.31% returns since inception. See More
|
1Y
|
3Y
|
5Y
|
7Y
|
10Y
|
Since Inception
|
|---|---|---|---|---|---|
|
2.73%
|
15.83%
|
23.47%
|
13.72%
|
14.14%
|
13.31%
|
No, There is no lock in period in Sundaram Dividend Yield Fund.
The expense ratio of Sundaram Dividend Yield Fund is 2.33.
