EquityDividend Yield FundDirect · Growth
Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund) - Direct Plan - Growth Option
Sundaram · Scheme 149700
₹145.81▼ 0.49%NAV · 2026-09-18
Average FundScore
AUM
₹830 cr
Expense ratio
1.24%
3Y CAGR
12.0%
Risk level
High
Min SIP
₹500
Benchmark
Nifty 500 TRI
Fund manager: Dhimant ShahExit load: For units in excess of 24% of the investment,1% will be charged for redemption within 365 days
Average · 53/100
Middle-of-the-pack — compare it against better-scored peers.
🎯 A dependable core holding for long-term SIP investors.
📈 Why it could do well
- ✓Very consistent — delivers dependably across market cycles, ideal for SIPs.
- ✓Protects capital well — worst-ever fall was only 19%.
- ✓Positive 3Y windows: 100% of rolling 3Y windows positive
- ✓Return stability: rolling-return std 2.4%
- ✓Alpha vs benchmark: +4.2%
📉 What could drag it down
- •Weak risk-adjusted returns (Sharpe 0.36) — took on risk without enough payoff.
- •3Y CAGR vs category: -3.1% vs category avg
- •1Y return: +0.1%
FundScore breakdown
53/100 · Average
Returns
Weak
Consistency
Strong
Risk-adjusted
Weak
Downside protection
Strong
Cost efficiency
Decent
Portfolio quality
Average
Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.