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

Sundaram · Dividend Yield
High
₹130.30
Current NAV
25 Jun 2026
14.3%
1Y Return
15.3%
3Y CAGR
15.3%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Generates significant excess returns relative to benchmark index (Alpha: 2.63).
  • Well-diversified portfolio aligned with the Dividend Yield mandate.
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
1.13
Sharpe Ratio
0.43
Beta
2.63
Alpha
1.28
Sortino
Fund Details
Fund House Sundaram
Category Dividend Yield
AUM ₹5680 Cr
Expense Ratio 1.63%
Min SIP ₹500
Min Lumpsum ₹1000
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