Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund)
Dividend Yield Fund
Launch Date: 6 Sept 2004
Suitable for
Investment Period
5+ year investments
Moderate risk investors
Okay with some fluctuations but prefer steadier growth.
Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund)
Dividend Yield Fund
Fund Health
Returns 📈
Typically 12-20% if held 5+ years
Risk ⚠️
Risk of less than FD returns -
Low
Quality 🏆
Extra Returns for the Risk -
Average
Consistency of Performance -
Average
Peer Performance
| Fund | Rolling 5Y Returns | Last 3Y Returns | Risk < FD Returns | Consistency Of Performance |
|---|---|---|---|---|
Sundaram Dividend Yield Fund (formerly Known As Principal Dividend Yield Fund) | 16% | 15% | 10% | Average |
Icici Prudential Dividend Yield Equity Fund | 18% | 21% | 22% | Strong |
Franklin India Dividend Yield Fund | 18% | 15% | 13% | Average |
Nifty 500 Benchmark | 15% | 16% | 9% | — |
Dividend Yield Fund Category Average | 16% | 17% | 15% | — |
Return
Long Term -
Average
Average compared to other funds / index
Recent
Good
Better or close to other funds / index
Overall
Good
Done well in recent years, but average long-term performance
Risk
Risk of low returns
Good
Better or close to other funds in avoiding low returns
Extra Return for the Risk
Average
Delivers moderate returns for the risk taken compared to peers
Consistency
Average
Sometimes outperforms, sometimes underperforms compared to peers
Overall Performance
Overall
Average
Moderate overall performance across all metrics
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Details
AUM
₹26 Cr
Expense Ratio
1.07%
Exit Load
N/A
Minimum Amount
₹5000.00
Fund Manager
N/A
Fund House
Sundaram Asset Management Company Ltd
Launch Date
6 Sept 2004
Age
21 years
Category
Dividend Yield Fund
Benchmark
Nifty 500 TRI
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