Sundaram Dividend Yield Fund Growth

• Alpha 2.84%
• Beta 1.03
• Sharpe Ratio0.80
• Std Deviation 12.33%
• Tracking Error 5.76%

The investment objective of the scheme would be to provide capital appreciation and/or dividend distribution by investing predominantly in a well-diversified portfolio of companies that have a relatively high dividend yield.

The Sundaram Dividend Yield Fund Growth has an AUM of 929.09 crores & has delivered CAGR of 18.37% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.27%. The minimum investment in Sundaram Dividend Yield Fund Growth is Rs 5000 and the minimum SIP is Rs 500.

As per morningstar the risk & return rating of the fund are Moderate & Exceptional respectively.

The top holdings of the fund include HDFC Bank, Treps, Infosys & ICICI Bank.

The major sectors where the fund is invested are Regional Banks, Software & Programming, Electric Utilities & Oil & Gas Operations.

Some of the similar funds are Aditya Birla Sun Life Dividend Yield Fund Growth, LIC MF Dividend Yield Fund Regular Growth, Sundaram Dividend Yield Fund Growth, Tata Dividend Yield Fund Regular Growth, Baroda BNP Paribas Dividend Yield Fund Regular Growth. Sundaram Dividend Yield Fund Growth has a sharpe ratio of 0.80 & a standard deviation of 12.33%.