Sundaram Dividend Yield Fund- Direct Plan Half Yearly Payout of Income Dis cum Cap Wdrl is an equity fund. This fund was started on 1 January, 2013. The fund is managed by Ratish Varier, Ashish Aggarwal. The fund could potentially beat inflation in the long-run.
Expense ratio | 0.94% |
Benchmark | S&P BSE 500 India TR INR |
AUM | ₹820 Cr |
Inception Date | 1 January, 2013 |
Min Lumpsum/SIP | ₹5000/₹500 |
Exit Load | 1% |
Lock In | No Lock-in |
TurnOver | 23.33% |
Size breakup
Sundaram Dividend Yield Fund- Direct Plan Half Yearly Payout of Income Dis cum Cap Wdrl | Absolute Returns | CAGR Returns |
1 Month Returns | 2.81% | 2.81% |
6 Month Returns | 21.88% | 21.88% |
1 Year Returns | 40.41% | 40.41% |
3 Years Returns | 76.37% | 20.82% |
5 Years Returns | 129.39% | 18.06% |
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Sundaram Dividend Yield Fund- Direct Plan Half Yearly Payout of Income Dis cum Cap Wdrl | -2 | 2.45 | 2.26 |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
Sundaram Dividend Yield Fund- Direct Plan Half Yearly Payout of Income Dis cum Cap Wdrl | 1.06 | 0.84 | 0.83 |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
Sundaram Dividend Yield Fund- Direct Plan Half Yearly Payout of Income Dis cum Cap Wdrl | 2.22 | 1.13 | 0.78 |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
Sundaram Dividend Yield Fund- Direct Plan Half Yearly Payout of Income Dis cum Cap Wdrl | 12.53 | 12.08 | 16.48 |