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.
Review
Provides average results with good returns but weak consistency.
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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Track Record
Recent Performance
+40%
+20%
0%
-10%
2022
2023
2024
2025
2026
Index
Fund
When market falls
-0%
-10%
-20%
-30%
-40%
-50%
Feb '16
Dec '16
Oct '18
Mar '20
Jun '22
Index
Fund
During big market falls, your fund tracks the market.
Recovery time after falls
21 months
Fund
|
22 months
Index
Average time taken to recover after a major fall
Fastest recovery
3 mth|3 mth
Slowest recovery
44 mth|62 mth
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
FAQs
Is Sundaram Dividend Yield Fund a good mutual fund?
Sundaram Dividend Yield Fund is a Average fund based on its returns, risk and consistency.
Historically:
•
Typical returns have been around 16%
•
Risk of earning less than FD returns has been Low
•
Performance consistency has been Average
Compared with other funds in the Dividend Yield Fund category, it has delivered similar returns while taking less risk.
This fund may be suitable for investors with an investment horizon of at least 5+ years.
Should I invest in Sundaram Dividend Yield Fund?
Sundaram Dividend Yield Fund can be considered, but there are other funds in the category with stronger risk-adjusted performance or better consistency.
Investors should compare alternatives before investing.
Is Sundaram Dividend Yield Fund safe?
No equity mutual fund is completely safe.
Compared with similar funds, Sundaram Dividend Yield Fund has shown Good downside protection.
Historically, investors holding the fund for 3 years earned less than FD returns in approximately 10% of periods.
This suggests the fund carries less risk relative to its peers.
Can I lose money in Sundaram Dividend Yield Fund?
Yes.
Like all equity mutual funds, Sundaram Dividend Yield Fund can generate negative returns over shorter periods.
Historically, investors holding the fund for 5+ years experienced negative returns in approximately 0% of periods.
The probability generally decreases as the investment horizon increases.
What returns can I expect from Sundaram Dividend Yield Fund?
Historically, investors holding Sundaram Dividend Yield Fund for 5+ years experienced:
•
Typical returns around 16% p.a.
•
Best represented by recent returns of 13% p.a.
•
Worst historical outcome of 2% p.a.
Actual future returns will differ, but historical rolling returns provide a realistic range of outcomes.
How risky is Sundaram Dividend Yield Fund?
Sundaram Dividend Yield Fund has a Low risk profile compared with similar funds.
Historically:
•
Probability of earning less than FD returns: 10%
•
Average fall during major market declines: 19%
•
Average recovery time: 21 months
How does Sundaram Dividend Yield Fund perform during market crashes?
During major market declines, Sundaram Dividend Yield Fund has historically fallen around 19% compared with 21% for its benchmark.
This means the fund has protected investors better than the benchmark during difficult periods.
How long does Sundaram Dividend Yield Fund take to recover after a fall?
Historically, Sundaram Dividend Yield Fund has taken around 21 months to recover from major market declines.
The benchmark recovered in approximately 22 months.
Faster recovery times generally indicate stronger resilience during market corrections.
Who should invest in Sundaram Dividend Yield Fund?
Sundaram Dividend Yield Fund may be suitable for investors who:
•
Have an investment horizon of at least 5+ years
•
Are comfortable with Moderate risk
•
Want exposure to Dividend Yield Fund funds
Who should avoid Sundaram Dividend Yield Fund?
This fund may not be suitable for investors who:
•
Need money within 5+ years
•
Cannot tolerate market volatility
•
Prefer guaranteed returns
•
Are looking for a different investment style
Is Sundaram Dividend Yield Fund suitable for SIP investing?
Sundaram Dividend Yield Fund can be suitable for SIP investors with a horizon of at least 5+ years.
SIPs can help reduce the impact of short-term market volatility by investing across different market conditions.
What is the probability that Sundaram Dividend Yield Fund earns less than a fixed deposit?
Historically, investors holding Sundaram Dividend Yield Fund for 3 years earned less than FD returns in approximately 10% of periods.
This metric helps investors understand downside risk rather than focusing only on average returns.
How consistent is Sundaram Dividend Yield Fund?
Sundaram Dividend Yield Fund has shown Average consistency compared with other funds in its category.
Historically:
•
Top performer: 37%
•
Bottom performer: 24%
Is the extra return from Sundaram Dividend Yield Fund worth the risk?
Risk-adjusted performance measures whether investors were adequately rewarded for the risks taken.
Historically, Sundaram Dividend Yield Fund delivered Average risk-adjusted returns compared with similar funds.
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