Sundaram Dividend Yield Fund Direct-IDCW Half Yearly Reinvestment
Sundaram Dividend Yield Fund Direct-IDCW Half Yearly Reinvestment: Mutual Fund Overview
Sundaram Dividend Yield Fund Direct-IDCW Half Yearly Reinvestment is an Thematic-Dividend Yield mutual fund with over 13.22 years of performance history. The scheme manages an AUM of ₹894.28 Cr and has a NAV of ₹57.4783. It is rated 'Not Rated' stars by analysts. Investors can begin a SIP with as little as ₹500.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of -0.34%.
Equity, Thematic-Dividend Yield, Principal at very high risk
1 Year Return -0.34% at 24 Mar 2026 03:36 PM
Fund Details
NAV 57.4783
Sub-Type Thematic-Dividend Yield
Rating Not Rated
Min. SIP Amount ₹500.0
Fund Age(Year) 13.22
Fund Size(in Crores) 894.28
Fund Performance
1 Month -9.95%
3 Month -10.16%
6 Month -7.3%
1 Year -0.34%
3 Year 15.2%
5 Year 13.35%
Know This Fund
As on 24 Mar 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (0%) Market Cap Top Sectors Top Holding
Debt & Others (0%) Sector Allocation Debt Credit Ratings Debt Category
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Aggressive Hybrid Omni FoF Regular-Growth Ret 1M -6.67% Ret 1Y 2.71% Ret 3Y 11.97% Ret 5Y 10.1%
Equity, Flexi Cap funds Aditya Birla Sun Life Aggressive Hybrid Omni FoF Regular-IDCW Quarterly Ret 1M -6.67% Ret 1Y 2.71% Ret 3Y 11.97% Ret 5Y 10.1%
Equity, Flexi Cap funds Aditya Birla Sun Life Aggressive Hybrid Omni FoF Regular-IDCW Quarterly Payout Ret 1M -6.67% Ret 1Y 2.71% Ret 3Y 11.97% Ret 5Y 10.1%
Equity, Flexi Cap funds Aditya Birla Sun Life Equity Hybrid '95 Fund Regular-Growth Ret 1M -9.9% Ret 1Y -1.03% Ret 3Y 11.49% Ret 5Y 8.86%
Equity, Flexi Cap funds Aditya Birla Sun Life Equity Hybrid '95 Fund Regular-IDCW Ret 1M -9.9% Ret 1Y -1.03% Ret 3Y 11.49% Ret 5Y 8.86%
Equity, Flexi Cap funds Aditya Birla Sun Life Equity Hybrid '95 Fund Regular-IDCW Reinvestment Ret 1M -9.9% Ret 1Y -1.03% Ret 3Y 11.49% Ret 5Y 8.86%
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 40s Plan Regular-Growth Ret 1M -8.88% Ret 1Y 0.62% Ret 3Y 12.18% Ret 5Y 7.54%
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 40s Plan Regular-IDCW Ret 1M -8.88% Ret 1Y 0.62% Ret 3Y 12.18% Ret 5Y 7.54%
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 40s Plan Regular-IDCW Reinvestment Ret 1M -8.88% Ret 1Y 0.62% Ret 3Y 12.18% Ret 5Y 7.54%
Equity, Flexi Cap funds Axis Aggressive Hybrid Fund Regular-Growth Ret 1M -8.36% Ret 1Y -1.28% Ret 3Y 10.24% Ret 5Y 7.76%
Equity, Flexi Cap funds Axis Aggressive Hybrid Fund Regular-IDCW Monthly Payout Ret 1M -8.36% Ret 1Y -1.28% Ret 3Y 10.24% Ret 5Y 7.76%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 1.13%
Exit Load 0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Clyton Richard Fernandes
Education Mr. Fernandes has done B.E and MBA
Experience Prior to joining Sundaram Mutual Fund, he has worked with Canara HSBC Life, Mahindra Manulife AMC, Bank of Baroda Capital Markets and Systematix Shares & Stocks
Shalav Saket
Education MBA, B-Tech, CFA
Experience Prior joining the Sundaram AMC, he was associated with SAMC, BofA Securities, PWC, Samsung.
Siddarth Mohta
Education Mr. Mohta is a MBA (Finance), Financial Risk Management
Experience Has over 16 years of experience as an Equity Analyst/Finance Manager.
Ashish Aggarwal
Education Mr. Aggarwal has done BE, PGPM
Experience Prior to joining Sundaram Mutual Fund, he has worked with Principal Mutual Fund, IL&FS Investsmart, Tata Securities and Antique Stock Broking.
Ratish Varier
Education Mr. Varier is a B.Com. & MBA (Finance)
Experience Prior to joining Sundaram Asset Management Company, he has worked with Mahindra Asset Management, Reliance Life Insurance Company Limited.
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at very high risk
AMC and Fund details
Rank (total sets) 1
Date of Incorporation 2013-01-02
Total AUM 76017.49
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
Take Your Next Step
Sundaram Dividend Yield Fund Direct-IDCW Half Yearly Reinvestment FAQs
How to invest in Sundaram Dividend Yield Fund Direct-IDCW Half Yearly Reinvestment?
Investing in Sundaram Dividend Yield Fund Direct-IDCW Half Yearly Reinvestment through Motilal Oswal is simple and completely online. You just need to follow the step-by-step process below to get started in a few minutes.
- Log in to your Motilal Oswal account via the app or website
- Go to the Mutual Funds section
- Search for Sundaram Dividend Yield Fund Direct-IDCW Half Yearly Reinvestment in the search bar
- Select your preferred investment mode – Lumpsum or SIP
- Enter investment details such as amount and linked bank account
- Complete your KYC, if not already done
- Review and confirm details including fund name, plan type, amount, and bank account
- Make the payment using Net Banking, UPI, or other available options
- Receive transaction confirmation via email or SMS
What is the expense ratio of Sundaram Dividend Yield Fund Direct-IDCW Half Yearly Reinvestment?
The term expense ratio for Sundaram Dividend Yield Fund Direct-IDCW Half Yearly Reinvestment or any other mutual fund is the annual fee charged by the fund house for managing your investment scheme. The expense ratio of Sundaram Dividend Yield Fund Direct-IDCW Half Yearly Reinvestment is 1.13% as of 24 Mar 2026.
What is the NAV of Sundaram Dividend Yield Fund Direct-IDCW Half Yearly Reinvestment?
The NAV of Sundaram Dividend Yield Fund Direct-IDCW Half Yearly Reinvestment is ₹57.4783 as of 24 Mar 2026.
What is the AUM of Sundaram Dividend Yield Fund Direct-IDCW Half Yearly Reinvestment?
The AUM (Assets Under Management) of Sundaram Dividend Yield Fund Direct-IDCW Half Yearly Reinvestment is the total value of assets managed by the fund at a given time, which is updated regularly. The AUM of Sundaram Dividend Yield Fund Direct-IDCW Half Yearly Reinvestment is ₹894.28 Cr as of 24 Mar 2026.
What is the PE and PB ratio of Sundaram Dividend Yield Fund Direct-IDCW Half Yearly Reinvestment?
The PE ratio of Sundaram Dividend Yield Fund Direct-IDCW Half Yearly Reinvestment shows how much investors are paying for the fund's underlying earnings, while the PB ratio indicates how the fund's holdings are valued compared to their book value.
Can I invest in SIP and Lump Sum in Sundaram Dividend Yield Fund Direct-IDCW Half Yearly Reinvestment?
Yes, you can invest in Sundaram Dividend Yield Fund Direct-IDCW Half Yearly Reinvestment through both SIP (Systematic Investment Plan) and lump sum options, depending on your investment preference and financial goals.
What is the return of Sundaram Dividend Yield Fund Direct-IDCW Half Yearly Reinvestment in the last 5 years?
The return of Sundaram Dividend Yield Fund Direct-IDCW Half Yearly Reinvestment in the last 5 years is 13.35%.
What is the minimum SIP investment required in Sundaram Dividend Yield Fund Direct-IDCW Half Yearly Reinvestment?
The minimum SIP investment in Sundaram Dividend Yield Fund Direct-IDCW Half Yearly Reinvestment depends on the fund's scheme rules and usually starts at a small amount. For Sundaram Dividend Yield Fund Direct-IDCW Half Yearly Reinvestment, the minimum SIP amount is ₹500.0.
What is the current NAV of Sundaram Dividend Yield Fund Direct-IDCW Half Yearly Reinvestment?
The NAV of Sundaram Dividend Yield Fund Direct-IDCW Half Yearly Reinvestment, as of 24 Mar 2026, is ₹57.4783.
Who manages the Sundaram Dividend Yield Fund Direct-IDCW Half Yearly Reinvestment?
The fund managers responsible for Sundaram Dividend Yield Fund Direct-IDCW Half Yearly Reinvestment are:
- Clyton Richard Fernandes
- Shalav Saket
- Siddarth Mohta
- Ashish Aggarwal
- Ratish Varier