Comprehensive analysis of Sundaram Dividend Yield Fund (IDCW-H) (2150) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
Sundaram Asset Management Company Ltd
To provide long-term capital appreciation and/or dividend distribution by investing predominantly in a well diversified portfolio of companies that have a relatively high dividend yield.
A comprehensive at-a-glance view of key mutual fund health indicators
Weak Returns
High Risk
High Expenses
Equity Focused
Experienced Team
Average Quality
Showing 1Y NAV history
Performance across different time periods
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Fund manager experience
Market exposure level
Historical performance consistency
Outperformance vs benchmark
Recent performance momentum
Risk-adjusted returns
Assets under management
Fund management costs
This fund has underperformed its benchmark by 2.68% over the 3Y period.
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Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
| Company | Sector | % Assets |
|---|---|---|
| HDFC Bank Ltd | Banks | 7.35% |
| HDFC Bank Ltd | Banks | 7.11% |
| TREPS | Debt Others | 5.38% |
| TREPS | Debt Others | 5.15% |
| ICICI Bank Ltd | Banks | 4.40% |
| ICICI Bank Ltd | Banks | 4.35% |
| NTPC Ltd | Power Generation & Distribution | 3.56% |
| Infosys Ltd | IT - Software | 3.50% |
| Infosys Ltd | IT - Software | 3.48% |
| NTPC Ltd | Power Generation & Distribution | 3.48% |
Compare against Dividend Yield Fund category average
This comparison shows how the fund performs relative to the Dividend Yield Fund category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Dividend Yield Fund category
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| Aditya Birla SL Dividend Yield Fund - Direct (G) | ₹497.96 | 1.41% | 2.66% | 27.24% |
| Aditya Birla SL Dividend Yield Fund (G) | ₹453.57 | 1.01% | 1.82% | 26.26% |
| UTI-Dividend Yield Fund - Direct (G) | ₹192.13 | 2.95% | 5.66% | 24.72% |
| UTI-Dividend Yield Fund (G) | ₹178.06 | 2.63% | 5.02% | 23.97% |
| Templeton India Equity Income Fund - Direct (G) | ₹152.76 | 2.02% | 2.57% | 21.72% |
| Sundaram Dividend Yield Fund - Direct (G) | ₹148.27 | 0.87% | 0.82% | 21.80% |
| Templeton India Equity Income Fund (G) | ₹139.63 | 1.59% | 1.70% | 20.72% |
| Sundaram Dividend Yield Fund (G) | ₹135.95 | 0.27% | -0.41% | 20.34% |
| Sundaram Dividend Yield Fund - Direct (IDCW-H) | ₹66.14 | 0.83% | -2.76% | 20.35% |
| ICICI Pru Dividend Yield Equity Fund - Direct (G) | ₹58.78 | 7.64% | 8.27% | 29.78% |
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