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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.99 | 32.20 | 1.37 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.50 | 33.76 | 1.23 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
Growth | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 5,000 |
BenchmarkBenchmark |
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NIFTY 500 - TRI |
Dividend yield funds are the equity funds which majorly invest in equity intruments of companies which can give high dividends. These companies generally have higher dividend yield as compared to other companies.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Sundaram Dividend Yield Fund | 27.53% | 19.69% | 15.75% |
SBI Dividend Yield Fund | 28.25% | — | 30.21% |
HDFC Dividend Yield Fund | 27.76% | 23.20% | 28.22% |
ICICI Pru Dividend Yield Equity Fund | 33.56% | 26.83% | 17.76% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Equity
Others
Holdings
6.05 %
Holdings
4.05 %
Holdings
3.88 %
Sundaram Asset Management Company Limited is a fully owned subsidiary of one of India's oldest and most respected NBFCs - Sundaram Finance Limited (SFL).
No.of Schemes
40
Total AUM
₹ 68,101.54 Cr.
Ratish Varier
AUM: ₹20,103.76 Cr.
|
Exp: 10yrs
Ashish Aggarwal
AUM: ₹10,600.81 Cr.
|
Exp: 12yrs
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%