Sundaram Dividend Yield Fund Growth
Medium
Risk
Equity
Dividend Yield Fund
+
21.15
%
21.15
%
3Y annualised
+
0.31
%
0.31
%
1D
1M
6M
1Y
3Y
All
Fund size
783
NAV:
Mar 7, 2024
126.107
Sector
Tech
Type
Equity
Launched
Oct 2004
Min Investment
5000
Expense Ratio
2
Risk
Medium
Portfolio allocation
Top 10 Holdings
% Value
HDFC Bank Ltd
5
%
Reliance Industries Ltd
4.81
%
NTPC Ltd
4.46
%
Infosys Ltd
3.5
%
ICICI Bank Ltd
3.09
%
ITC Ltd
2.44
%
Tata Consultancy Services Ltd
2.44
%
Larsen & Toubro Ltd
2.4
%
Coal India Ltd
2.33
%
Bharat Electronics Ltd
2.23
%
Expense ratio, exit load and tax
Expense Ratio:
2
%
Inclusive of GST
Exit load
Exit load of 1.0% if redeemed within 365.0 Days, 0.0 % if redeemed after 365.0 Days.
Tax implication
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Fund house & investment objective
Sundaram Dividend Yield Fund Growth
More details
Investment objective
The investment objective of the scheme would be to provide capital appreciation and/or dividend distribution by investing predominantly in a well-diversified portfolio of companies that have a relatively high dividend yield.
Scheme Information Document
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not an indicator of future returns.
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One-time
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* Returns are calculated as per lifetime average per annum returns of the fund.
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Monthly SIP
One-time
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