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Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund)- Direct Plan - Income Distribution CUM Capital Withdrawal Option

Sundaram · Sectoral
Very High
₹59.94
Current NAV
04 Nov 2026
-11.2%
1Y Return
3.6%
3Y CAGR
18.1%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.21%.
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Sectoral mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
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: Very High Risk
Low Moderate High Very High
Risk Metrics
0.91
Sharpe Ratio
0.81
Beta
-0.59
Alpha
1.10
Sortino
Fund Details
Fund House Sundaram
Category Sectoral
AUM ₹460 Cr
Expense Ratio 0.21%
Min SIP ₹500
Min Lumpsum ₹1000
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