Sundaram Dividend Yield Fund- Direct Plan Half Yearly Reinvestment of Income Dis cum Cap Wdrl

Sundaram Dividend Yield Fund- Direct Plan Half Yearly Reinvestment of Income Dis cum Cap Wdrl is an equity fund. This fund was started on 1 January, 2013. The fund is managed by Ashish Aggarwal. The fund could potentially beat inflation in the long-run.

1. Sundaram Dividend Yield Fund- Direct Plan Half Yearly Reinvestment of Income Dis cum Cap Wdrl has ₹895 Cr worth of assets under management (AUM) as on Jun 2025 and is more than category average.
2. The fund has an expense ratio 1.1.
   

Sundaram Dividend Yield Fund- Direct Plan Half Yearly Reinvestment of Income Dis cum Cap Wdrl has given a CAGR return of 14.22% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of -3.28%, 19.92% and 21.81% respectively.

Sundaram Dividend Yield Fund- Direct Plan Half Yearly Reinvestment of Income Dis cum Cap Wdrl has allocated its funds majorly in Cash Equivalent, Financial Services, Utilities, Tech, Energy, Consumer Defensive, Consumer Cyclical, Industrial, Health, Basic Materials, Real Estate, Communication. Its top holdings are HDFC Bank Ltd, ICICI Bank Ltd, NTPC Ltd, Infosys Ltd, Power Grid Corp Of India Ltd

As it is a dividend yield mutual fund the taxation is as follows:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Dividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.

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.

Minimum investment for lump sum payment is INR 5000.00 and for SIP is INR 500.00. Sundaram Dividend Yield Fund- Direct Plan Half Yearly Reinvestment of Income Dis cum Cap Wdrl has no lock in period.