Dividend Yield · Equity
Sundaram Dividend Yield Fund
Sundaram Mutual Fund
Benchmark
Nifty 500 TRIRiskometer
Very HighSize
₹751 crAllotted
Not on recordHoldings as of
Not on recordSundaram Dividend Yield Fund is a dividend yield fund of Sundaram Mutual Fund with ₹751 cr under management. It is ahead of its benchmark (Nifty 500 TRI) in 2 of 4 periods. Its direct plan charges 1.27% a year.
The fund house's portfolio file is not read yet; the official feed, costs and managers are shown.
Has Sundaram Dividend Yield Fund beaten its benchmark?
Ahead of its benchmark, Nifty 500 TRI, in 2 of 4 periods in AMFI's figures; −7.59% over the last year against −4.30%.
Official figures
AMFI performance feed, 13 Oct 2026Ahead of its benchmark (Nifty 500 TRI) in 2 of 4 periods.
| Period | Direct | Regular | Benchmark | Ahead | Rank |
|---|---|---|---|---|---|
| 1y | −7.59% | −8.69% | −4.30% | −3.29 | 🔒 |
| 3y | +8.31% | +6.98% | +9.33% | −1.02 | 🔒 |
| 5y | +8.29% | +7.07% | +8.24% | +0.05 | 🔒 |
| 10y | +12.97% | +12.05% | +12.73% | +0.24 | 🔒 |
Ahead in points a year · its rank among Dividend Yield funds, and how steady the lead is, in the app
What does Sundaram Dividend Yield Fund cost?
1.27% a year on the direct plan, 2.43% on the regular plan; 6 of 12 funds in its category charge less.
Direct plan
1.27% a year
Category median 1.21%
Regular plan
2.43% a year
Category median 2.37%
Gap
1.16 points
for the same holdings
6 of 12 funds in its category charge less on the direct plan.
Expense report, Oct 2026 · Equity Scheme - Dividend Yield Fund
Who manages Sundaram Dividend Yield Fund?
ManagersNot on record
Benchmark as filedNot on record
Exit load
Not on record
What does Sundaram Dividend Yield Fund hold?
Not read yet: the fund house's monthly portfolio file is not covered so far.
Holdings not read yet (fund house not covered). The scorecard, the companies inside, how it is run and the look-alikes open once the house's monthly portfolio files are read.
Questions people ask
What is the expense ratio of Sundaram Dividend Yield Fund?
1.27% a year on the direct plan and 2.43% on the regular plan (expense report, Oct 2026).
How has Sundaram Dividend Yield Fund done?
Its direct plan returned +8.31% a year over 3 years against +9.33% for its benchmark, Nifty 500 TRI, as of 13 Oct 2026.
Inside the app
See Sundaram Dividend Yield Fund beside your own funds in Valarth
