- Home
- Mutual Funds
- AMC
- Sundaram Mutual Fund
- Sundaram Dividend Yield Fund Half Yearly Idcw Direct Plan
Sundaram Dividend Yield Fund Half Yearly Idcw Direct Plan
NAV (Apr 16,2024)
Introducing Sundaram Dividend Yield Fund - Half Yearly IDCW - Direct Plan! This fund offers an opportunity to earn dividends on your investments every six months. With a minimum investment of ₹5000, it is an affordable option for investors. Established in 2013, the fund has an expense ratio of 1% and a PE ratio of 29.89, indicating good growth prospects. The fund's PB ratio stands at 5.93, making it a potentially lucrative investment option. Don't miss the chance to grow your wealth with this fund.
Sundaram Dividend Yield Fund Half Yearly Idcw Direct Plan Latest Trend
- 1M
- 2M
- 3M
Sundaram Dividend Yield Fund Half Yearly Idcw Direct Plan Latest Trend
Risk Ratios
- P/E Ratio29.89
- P/B Ratio5.93
- Alpha0.03
- Beta0.94
- Sharpe0.21
- Sortino0.37
Fund Overview
1.00%
0%
No Lock-in
₹ 726.82 Cr
SIP ₹5000.00
Scheme Riskometer
Investors understand that their principal will be at
Very High
Investment Return Calculator
as on Apr 18, 2024
Total Invested Amount | 3 Months Absolute Return (In %) | 6 Months Absolute Return (In %) | 1 Year Absolute Return (In %) | 3 Year Absolute Return (In %) | 5 Year Absolute Return (In %) |
---|---|---|---|---|---|
₹ 10,000 | ₹ 10,459.04 (4.59%) | ₹ 12,303.28 (23.03%) | ₹ 14,434.38 (44.34%) | ₹ 18,077.61 (80.78%) | ₹ 23,807.95 (138.08%) |
₹ 30,000 | ₹ 31,377.12 (4.59%) | ₹ 36,909.84 (23.03%) | ₹ 43,303.14 (44.34%) | ₹ 54,232.83 (80.78%) | ₹ 71,423.85 (138.08%) |
₹ 50,000 | ₹ 52,295.2 (4.59%) | ₹ 61,516.4 (23.03%) | ₹ 72,171.9 (44.34%) | ₹ 90,388.05 (80.78%) | ₹ 1,19,039.75 (138.08%) |
₹ 80,000 | ₹ 83,672.32 (4.59%) | ₹ 98,426.24 (23.03%) | ₹ 1,15,475.04 (44.34%) | ₹ 1,44,620.88 (80.78%) | ₹ 1,90,463.6 (138.08%) |
₹ 1,00,000 | ₹ 1,04,590.4 (4.59%) | ₹ 1,23,032.8 (23.03%) | ₹ 1,44,343.8 (44.34%) | ₹ 1,80,776.1 (80.78%) | ₹ 2,38,079.5 (138.08%) |
Calculate Your Mutual Fund Returns
Fund Portfolio Allocation
- Holdings
- Sectors
Name
Assets
- HDFC Bank Ltd6.00%
- NTPC LTD5.14%
- TREPS4.56%
- Reliance Industries Ltd3.91%
- Infosys Ltd3.61%
- ICICI Bank Ltd3.22%
- ITC Ltd2.75%
- Larsen & Toubro Ltd2.62%
- Bharat Electronics Ltd2.38%
- Coal India Ltd2.33%
- Power Finance Corporation Ltd2.05%
- State Bank of India2.04%
- Tata Consultancy Services Ltd2.01%
- Ultratech Cement Ltd1.73%
- HCL Technologies Ltd1.69%
- Sun Pharmaceutical Industries Ltd1.65%
- Hindustan UniLever Ltd1.58%
- Bajaj Auto Ltd1.50%
- Power Grid Corporation of India Ltd1.43%
- NHPC Ltd1.42%
- Canara Bank1.42%
- Bank of India1.32%
- Tech Mahindra Ltd1.31%
- Multi Commodity Exchange of India Ltd1.28%
- Tata Steel Ltd1.25%
- NIIT Learning Systems Ltd1.21%
- IndusInd Bank Ltd1.19%
- Bharti Airtel Ltd1.18%
- GAIL India Ltd1.17%
- REC Ltd1.14%
- Oil & Natural Gas Corporation Ltd1.13%
- Axis Bank Ltd1.12%
- Suven Pharmaceuticals Ltd1.09%
- The Federal Bank Ltd1.07%
- Indian Oil Corporation Ltd1.07%
- Alkem Laboratories Ltd1.05%
- AIA Engineering Ltd1.04%
- Coforge Ltd1.04%
- Carborundum Universal Ltd0.97%
- Titan Company Ltd0.96%
- LTIMindtree Ltd0.95%
- Mahindra & Mahindra Ltd0.95%
- Blue Star Ltd0.95%
- Interglobe Aviation Ltd0.90%
- Bajaj Finserv Ltd0.88%
- Tata Motors Ltd DVR0.86%
- Cyient Ltd0.85%
- Shriram Finance Ltd0.85%
- Gujarat State Petronet Ltd0.84%
- TD Power Systems Ltd0.82%
- SBI Life Insurance Company Ltd0.81%
- Container Corporation of India Ltd0.81%
- TVS Holdings Ltd0.80%
- Cummins India Ltd0.78%
- Coromandel International Ltd0.77%
- Maruti Suzuki India Ltd0.77%
- Aurobindo Pharma Ltd0.75%
- KPIT Technologies Ltd0.74%
- Britannia Industries Ltd0.72%
- Angel One Ltd0.72%
- Cipla Ltd0.69%
- Navin Fluorine International Ltd0.67%
- Page Industries Ltd0.64%
- United Spirits Ltd0.62%
- Kotak Mahindra Bank Ltd0.53%
- Butterfly Gandhimathi Appliances Ltd0.51%
- VST Industries Ltd0.49%
- Sanofi India Ltd0.49%
- Tata Technologies Ltd0.49%
- ICICI Securities Ltd0.44%
- Jio Financial Services Ltd0.30%
- Senco Gold Ltd0.26%
- PVR INOX Ltd0.26%
- Cash and Other Net Current Assets0.21%
- Sundaram Clayton Ltd0.13%
- TVS Holdings Ltd Preference share0.10%
- DOMS Industries Ltd0.05%
- Sundaram Clayton DCD Ltd Unlisted Preference share0.00%
- Sandur Laminates Ltd0.00%
- Tirrihannah Company Ltd0.00%
- Crystal Cable Industries Ltd0.00%
- Minerava Holdings Ltd0.00%
- IT - Software13.91%
- Bank - Private13.13%
- Refineries4.98%
- Bank - Public4.78%
- Miscellaneous4.77%
- Cigarettes/Tobacco3.25%
- Finance Term Lending3.19%
- Mining & Minerals2.33%
- Diamond & Jewellery1.22%
- Oil Exploration1.13%
- Castings/Forgings1.04%
- Abrasives0.97%
- Air Conditioners0.95%
- Auto Ancillary0.92%
- Airlines0.90%
- Finance - Investment0.88%
- Finance - NBFC0.85%
- Electric Equipment0.82%
- Insurance0.81%
- Logistics0.81%
- Diesel Engines0.78%
- Fertilizers0.77%
- Consumer Food0.72%
- Chemicals0.67%
- Textile0.64%
- Metal - Non Ferrous0.00%
- Cable0.00%
- Tea/Coffee0.00%
Holdings Analysis
Peer Comparison
Pick your choice with our quick comparitive analysis
- 6M
- 1Y
- 3Y
- 5Y
Mutual Fund Schemes | Category | Risk | Absolute Return (6M) |
Aditya Birla Sun Life Dividend Yield Fund - Growth | EQUITY | Very High | 32.76% |
Templeton India Equity Income Fund - Growth | EQUITY | Very High | 27.96% |
ICICI Prudential Dividend Yield Equity Fund - Growth | EQUITY | Very High | 25.01% |
LIC MF Dividend Yield Fund - Regular Plan - Growth | EQUITY | Very High | 24.58% |
UTI Dividend Yield Fund - Regular Plan - Growth | EQUITY | Very High | 19.63% |
HDFC Dividend Yield Fund - Regular Plan - Growth | EQUITY | Very High | 19.25% |
Tata Dividend Yield Fund - Regular Plan - Growth | EQUITY | Very High | 17.15% |
SBI Dividend Yield Fund - Regular Plan - Growth | EQUITY | Very High | 14.52% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
Aditya Birla Sun Life Dividend Yield Fund - Growth | EQUITY | Very High | 49.88% |
ICICI Prudential Dividend Yield Equity Fund - Growth | EQUITY | Very High | 46.11% |
HDFC Dividend Yield Fund - Regular Plan - Growth | EQUITY | Very High | 44.21% |
LIC MF Dividend Yield Fund - Regular Plan - Growth | EQUITY | Very High | 43.77% |
UTI Dividend Yield Fund - Regular Plan - Growth | EQUITY | Very High | 42.52% |
Templeton India Equity Income Fund - Growth | EQUITY | Very High | 41.64% |
Tata Dividend Yield Fund - Regular Plan - Growth | EQUITY | Very High | 41.09% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
ICICI Prudential Dividend Yield Equity Fund - Growth | EQUITY | Very High | 32.68% |
Aditya Birla Sun Life Dividend Yield Fund - Growth | EQUITY | Very High | 29.44% |
Templeton India Equity Income Fund - Growth | EQUITY | Very High | 27.75% |
HDFC Dividend Yield Fund - Regular Plan - Growth | EQUITY | Very High | 27.20% |
LIC MF Dividend Yield Fund - Regular Plan - Growth | EQUITY | Very High | 21.98% |
UTI Dividend Yield Fund - Regular Plan - Growth | EQUITY | Very High | 20.38% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
Templeton India Equity Income Fund - Growth | EQUITY | Very High | 22.67% |
ICICI Prudential Dividend Yield Equity Fund - Growth | EQUITY | Very High | 21.76% |
Aditya Birla Sun Life Dividend Yield Fund - Growth | EQUITY | Very High | 21.69% |
LIC MF Dividend Yield Fund - Regular Plan - Growth | EQUITY | Very High | 19.53% |
UTI Dividend Yield Fund - Regular Plan - Growth | EQUITY | Very High | 17.35% |
Fund Managers
Mr. Ratish VarierFund Manager
Mr. Ashish AggarwalFund Manager
Get your latest Credit Score, FREE
Compare with similar Funds
Sundaram Dividend Yield Fund - Half Yearly IDCW - Direct Plan
Sundaram Dividend Yield Fund - Half Yearly IDCW - Direct Plan
Sundaram Dividend Yield Fund - Half Yearly IDCW - Direct Plan
Sundaram Dividend Yield Fund - Half Yearly IDCW - Direct Plan
Sundaram Dividend Yield Fund - Half Yearly IDCW - Direct Plan
Sundaram Dividend Yield Fund - Half Yearly IDCW - Direct Plan
Sundaram Dividend Yield Fund - Half Yearly IDCW - Direct Plan
Sundaram Dividend Yield Fund - Half Yearly IDCW - Direct Plan
Most Popular on Urban Money
Scheme Other Funds
Most Trusted AMC
- Baroda BNP Paribas Mutual Fund
- Aditya Birla Sun Life Mutual Fund
- Canara Robeco Mutual Fund
- L&T Mutual Fund
- DSP Mutual Fund
- Quant Mutual Fund
- Franklin Templeton Mutual Fund
- HDFC Mutual Fund
- HSBC Mutual Fund
- ICICI Prudential Mutual Fund
- JM Financial Mutual Fund
- Kotak Mahindra Mutual Fund
- LIC Mutual Fund
- Invesco Mutual Fund
- Quantum Mutual Fund
- Nippon India Mutual Fund
- SBI Mutual Fund
- Bandhan Mutual Fund
- Tata Mutual Fund
- Taurus Mutual Fund
- UTI Mutual Fund
- Mirae Asset Mutual Fund
- Bank of India Mutual Fund
- Edelweiss Mutual Fund
- Axis Mutual Fund
- Navi Mutual Fund
- Motilal Oswal Mutual Fund
- IDBI Mutual Fund
- PGIM India Mutual Fund
- Union Mutual Fund
- 360 ONE Mutual Fund
- Groww Mutual Fund
- PPFAS Mutual Fund
- IL&FS Mutual Fund (IDF)
- Shriram Mutual Fund
- IIFCL Mutual Fund
- Mahindra Manulife Mutual Fund
- WhiteOak Capital Mutual Fund
- ITI Mutual Fund
- Trust Mutual Fund
- NJ Mutual Fund
- Samco Mutual Fund
- Bajaj Finserv Mutual Fund
- Helios Mutual Fund
- Zerodha Mutual Fund
- Old Bridge Mutual Fund
Mutual Funds Calculator
Best Equity Mutual Funds
- SBI Small Cap Fund - Growth - Direct Plan
- Axis Small Cap Fund - Growth - Direct Plan
- HDFC Small Cap Fund - Growth - Direct Plan
- Nippon India Small Cap Fund - Growth - Direct Plan
- UTI Mid Cap Fund - Growth - Direct Plan
- ICICI Prudential Infrastructure Fund - Growth - Direct Plan
- Tata Small Cap Fund - Growth - Direct Plan
- Canara Robeco Infrastructure Fund - Growth - Direct Plan
- DSP Small Cap Fund - Growth - Direct Plan
- Mirae Asset Healthcare Fund - Growth - Direct Plan
- Franklin Build India Fund - Growth - Direct Plan
- L&T India Large Cap Fund - Growth - Direct Plan
- Motilal Oswal Midcap Fund - Growth - Direct Plan
Mutual Funds Guide
Get in-depth knowledge about all things related to Mutual Funds and your finances
International Mutual Funds
\International mutual funds are hidden gems in investment. These ideally allow you to invest in different countries, empowering you to diversify the portfolio across various economies, currencies, and sectors. Internatio
10 Best SIP Plans for Rs. 1000
The need for disciplined and strategic investment is becoming increasingly apparent as the financial industry develops and changes. Investing in your future has never been easier or more accessible than with the 10 best
How to Invest in SIP
Mutual funds are the new piggy banks. Everyone looking to multiply their wealth via mutual funds ponders over one perennial question – how to invest in a SIP? While it might sound very complex and tedious, it actua
Best Investment Plan for 1 Year
For those seeking relatively quick returns or managing financial goals within a limited timeframe, mutual funds could make a substantial difference. Mutual funds, essentially pools of money managed by professionals, pro
How to stop a Mutual Fund SIP?
Investing in mutual funds through a Systematic Investment Plan (SIP) is a widely embraced strategy for those looking to gradually build wealth with disciplined and consistent contributions. However, life’s uncertai
Withdrawing from Mutual Funds
When it comes to managing your investments, mutual funds are a popular choice for those looking to expand their portfolio and earn steady returns. However, there may come a time when you need to withdraw money from your
Flexi Cap Fund
Are you tired of the same old mutual funds that limit your investment options and returns? Do you want to explore the full potential of the stock market and invest in the best companies across all sizes and sectors? If y
STCG Tax on Mutual Fund
As an investor in mutual funds, you may be aware of the various benefits they offer, such as diversification, professional management, and liquidity. But do you also know about the tax implications of your mutual fund in
Conservative Hybrid Funds
A conservative hybrid fund is known as a low-risk investment option. The name gives you a fair idea of a conservative hybrid fund’s associated risk, offering a unique combination of safety, stability, and potential
Fund of Funds (FOFs)
Are you looking for a way to diversify your investments and access a variety of funds with different strategies and asset classes? If yes, then you might want to consider Fund of Funds (FOFs) as an option. FOFs are mutua
Expense Ratios: Calculations, Components, and Investment Impact
The expense ratio is one of the most critical yet often overlooked aspects of investing in mutual funds and ETFs. Whether you’re a seasoned investor or just starting to dip your toes into finance, understanding thi
Total Expense Ratio (TER)
The Total Expense Ratio (TER) is a significant indicator of the expenses associated with overseeing and running an investment fund, like a mutual fund or Exchange-Traded Fund (ETF). Calculated as a percentage of the fund
Indexation in Mutual Funds
‘Indexation’ is a pivotal term for investors during decision-making. It is also considered vital to reduce tax liabilities associated with investments, especially in debt mutual funds. Although calculating In
Yield to Maturity
Yield to Maturity (YTM) stands out as a pivotal concept among investors. It’s a term that often bounces around in financial discussions, yet its understanding remains elusive to many. Whether you’re a novice
What is Arbitrage Fund
Arbitrage funds are a type of investment strategy. I.e., the funds generate income by simultaneously buying and selling securities in various markets for different prices. As exploiting the price differences between the