Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund)-Growth Plan
2.84
16.06
22.87
14.26
13.35
NIFTY 500 TRI
6.37
15.5
24.41
13.8
12.43
Equity: Dividend Yield
5.16
18.41
27.03
13.99
14.12
Yearly Performance (%)
Nav Movement
Fund Managers
Ratish Varier, Ashish Aggarwal
Investment Objective
The scheme aims to provide capital appreciation by investing predominantly in a well-diversified portfolio of companies that have a relatively high dividend yield.
RETURNS CALCULATOR for Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund)-Growth Plan
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period)
on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the
rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance.
Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand,
measures the fund's absolute and relative performance across all timescales, without bias.
Key Performance and Risk Statistics of Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund)-Growth Plan
Key Statistics
Volatility
Sharpe Ratio
Alpha
Beta
Yield to Maturity
Average Maturity
Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund)-Growth Plan