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Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund)
Sundaram·
Dividend Yield
1Y
-3.91%
3Y
+9.57%
5Y
-
Since Inception
+9.70%
Sharpe
0.33
Sortino
0.50
Max Drawdown
-18.88%
Volatility
13.25%
Alpha
-0.14%
Beta
0.85
Info Ratio
-0.27
Up / Down Capture
87 / 83
NAV (last ~1 year)
Fund details
AMCSundaram
Fund manager-
Data from2022-01-03
AUM₹884 Cr (January - March 2026)
Expense ratio (Direct)1.72%
Minimum lumpsumRs 5,000
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Dividend Yield
1Y
#10 of 10
Top 100%
3Y CAGR
#9 of 9
Top 100%
5Y CAGR
-
Sharpe
#9 of 10
Top 90%