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NIFTY 5022,453.30+0.98%SENSEX74,235.62+1.24%BANK NIFTY48,892.15+1.45%NIFTY IT35,124.80-0.52%NIFTY MIDCAP52,487.25+0.87%NIFTY 5022,453.30+0.98%SENSEX74,235.62+1.24%BANK NIFTY48,892.15+1.45%NIFTY IT35,124.80-0.52%NIFTY MIDCAP52,487.25+0.87%
SUSundaram MFDirect · IDCW

Sundaram Dividend Yield Fund - Half Yearly IDCW Sweep - Direct Plan

equityEquity - Dividend Yield FundBenchmark: NIFTY 500 - TRI
NAV · 31 Dec 2021₹50.09+0.87%
AUM₹807 Crfrom this fund's primary plan
Expense Ratio2.17%
CAGR—
Exit LoadNil upto 24% of units and 1% for remaining units on or before 365D, Nil after 365D
Min SIP₹500from this fund's primary plan
Launched2013

Investment Objective

To provide long-term capital appreciation and/or dividend distribution by investing predominantly in a well diversified portfolio of companies that have a relatively high dividend yield.

Fund Mandate

Debt & MMI(including Units of Debt / Liquid Mutual Fund Schemes and Cash)0%–35%
Equity and equity related instruments of high dividend-yield companies65%–100%
Fund Managers
RG
Ravi Gopalakrishnan
Fund Manager
Key Information
2.17%
₹500from this fund's primary plan
₹5,000
Nil upto 24% of units and 1% for remaining units on or before 365D, Nil after 365D
Nil
Inception01 Jan 2013
AMCSundaram MF
Top Holdings

Portfolio holdings not disclosed for this fund yet.

On This Page
NAV growthTop holdings
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Latest News

No recent news found for Sundaram Dividend Yield Fund - Half Yearly IDCW Sweep - Direct Plan.

Sundaram MF Latest News

Trailing Returns
PeriodReturns
1 Day+0.87%
Risk Metrics

Risk metrics are not available for this fund.

Fees
2.17%
Nil upto 24% of units and 1% for remaining units on or before 365D, Nil after 365D
Nil
₹500from this fund's primary plan
₹5,000
Capital Gains Tax, general rules

This is an equity-oriented fund. Under rules effective since Budget 2024 (23 July 2024):

Short-Term Capital Gains (held ≤ 12 months): taxed at a flat 20%.

Long-Term Capital Gains (held > 12 months): taxed at 12.5% on gains above ₹1.25 lakh in a financial year, with no indexation benefit.

General information only, not tax advice, actual liability depends on your overall income and applicable law at the time of redemption. Consult a tax advisor for your specific situation.

Frequently Asked QuestionsGeneral mutual-fund FAQs, not specific to this scheme