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Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund) - Direct Plan - Growth Option

Sundaram · Dividend Yield
High
₹143.60
Current NAV
04 Nov 2026
-5.1%
1Y Return
9.8%
3Y CAGR
17.7%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.37%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.67).
  • Very large asset base (AUM: ₹19,220 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
1.67
Sharpe Ratio
0.97
Beta
-2.83
Alpha
2.29
Sortino
Fund Details
Fund House Sundaram
Category Dividend Yield
AUM ₹19220 Cr
Expense Ratio 0.37%
Min SIP ₹500
Min Lumpsum ₹1000
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