Sundaram Dividend Yield Fund

Updated 2022-11-01 · Original Web Story

Mutual Fund-

sundaram Dividend Yield fund

By Rajendra

Sep 27, 2022

image source -Unsplash

Scheme Analysis

Sundaram Dividend Yield Fund Category Dividend Yield

Inception

Oct, 2004

Benchmark

Nifty 500

AUM - 322 Cr

Fund Manager

Ritesh Varier

– Predominantly invests in companies with relatively high dividend yield across market capitalization

-The Strategy is to have a blend of dividend & growth stocks -Diversify across sector

Many dividend paying stock are in defensive sectors that can potentially weather economic downturn with reduce volatility

Top 5 Holding

Infosys

Hindustan Unilever

ICICI Bank

TCS

NTPC

7.20

5.00

4.90

4.60

4.50

Total - 26.20

IT

Bank

FMCG

Top 5 Sector -51.20% 16.80

13.60

9.00

5.90

5.70

Automobile

Power

Scheme Performance Exit Load 1 Year - 1%

As on 30 Aug. 2022

1 Year

3 Year

5 Year

Period

Returns

4.60%

19.50%

12.00%

Market Cap Exposure Large Cap

Mid Cap

71.10%

13.70%