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Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund)
Sundaram·
Dividend Yield
1Y
-4.84%
3Y
+12.95%
5Y
-
Since Inception
+10.21%
Sharpe
0.36
Sortino
0.53
Max Drawdown
-18.88%
Volatility
13.60%
Alpha
-0.08%
Beta
0.85
Info Ratio
-0.31
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
#7 of 8
Top 88%
5Y CAGR
-
Sharpe
#9 of 10
Top 90%