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Sundaram Dividend Yield Fund - NAV, Performance, SIP Investment | Allvest

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Invest in Sundaram Dividend Yield Fund with latest NAV ₹140.75 (Jan 2025). AUM ₹929 Crores, 14.90% CAGR returns since inception. Start SIP with minimum ₹500 via Allvest.

Investment Objective and Approach

The scheme aims to provide capital appreciation by investing predominantly in a well-diversified portfolio of companies that have a relatively high dividend yield. The fund seeks to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. The scheme invests in Indian equities, foreign equities and related instruments and debt securities.

The fund follows a dividend yield strategy, focusing on companies that offer attractive dividend yields while maintaining the potential for capital appreciation. This approach provides investors with dual benefits - regular income through dividends and long-term wealth creation through equity appreciation.

Key investment highlights:

- Asset allocation comprises around 94.59% in equities, 0.00% in debts, and 5.41% in cash & cash equivalents

- Focus on well-diversified portfolio across market capitalizations

- Active management approach to capitalize on dividend-paying opportunities

- Long-term wealth creation strategy

Fund Managers

Dhimant Shah is the Current Fund Manager of Sundaram Dividend Yield Fund Direct Growth fund. The fund management team brings extensive experience in equity research and portfolio management, ensuring disciplined investment decisions aligned with the fund's dividend yield strategy.

The fund management approach emphasizes thorough fundamental analysis of companies, focusing on sustainable dividend-paying capabilities and long-term growth potential.

About the Fund House (AMC)

Sundaram Asset Management Company Ltd., the holding organisation of Sundaram Mutual Funds, is a wholly owned subsidiary of Sundaram Finance Limited, one of India's oldest and most recognisable financial institutions. They have over 20 years of experience in fund management at the highest level.

Sundaram Finance Ltd., was incorporated back in 1954, becoming one of the first financial organisations to be formed in independent India. Their primary objective at the time was to fund the purchase of passenger as well as commercial vehicles.

Company milestones and achievements:

- The AMC was established in 1996

- Sundaram Finance Ltd. is one of the largest financial institutions in India with reported net assets worth over Rs. 28,000 Crore and annual gross revenue of over Rs. 5000 Crore

- With a total AuM of around Rs. 56666.81 crores, Sundaram is among the top asset management companies in India

- AUM has grown at a CAGR of 17% over the last 9 years

- 21 member investment team, comprising of fund managers, analysts, dealers and economists

- 94 branches including international & shared branches along with 305 distributors

Sundaram Mutual Fund is an asset management company (AMC) that offers various mutual fund schemes to help investors grow their wealth through professionally managed portfolios. The investment schemes are regulated by SEBI (Securities and Exchange Board of India), and therefore structurally robust.

Should I Invest in Sundaram Dividend Yield Fund?

The Sundaram Dividend Yield Fund can be suitable for investors seeking:

Ideal for:

- Long-term wealth creation through dividend-paying equities

- Investors looking for exposure to companies with sustainable dividend yields

- Those seeking equity diversification with income generation potential

- Investors with risk appetite for equity market volatility

Key considerations:

- The fund has generated a CAGR return of 14.90% since inception

- Recent performance shows 10.53% returns over the last 1 year and 14.03% over the last 3 years (as of January 2025)

- The fund is rated Very High risk, suitable for investors comfortable with equity market fluctuations

- Minimum investment horizon should be 5+ years for optimal results

Investment minimums:

- SIP of ₹1000 or Lumpsum investment of ₹5000

- Minimum SIP Investment is set to ₹500. Minimum Lumpsum Investment is ₹5,000

Remember that mutual fund investments are subject to market risks and past performance does not guarantee future returns.

FAQs

What is today's NAV of Sundaram Dividend Yield Fund?

As of 14-Jan-25, the NAV of Sundaram Dividend Yield Fund Direct Growth is ₹140.75. NAV is updated daily after market hours and may vary between different plan options.

What is the AUM of Sundaram Dividend Yield Fund?

As of 14-Jan-25, the fund has Assets Under Management (AUM) of ₹929.09 Crores. This represents the total market value of all securities held by the fund.

What is the expense ratio of Sundaram Dividend Yield Fund?

The expense ratio is 0.99% for the direct plan (as of January 2025). The regular plan typically has a higher expense ratio due to distribution charges.

What are the returns of Sundaram Dividend Yield Fund since inception?

The fund has delivered a CAGR of 14.90% since inception. However, past performance does not guarantee future returns and is subject to market conditions.

What is the minimum SIP amount to invest in Sundaram Dividend Yield Fund?

Minimum SIP Investment is set to ₹500, making it accessible for retail investors to start their investment journey with manageable amounts.

How do I invest in Sundaram Dividend Yield Fund?

You can invest through Allvest platform by completing your KYC, selecting the fund, choosing between SIP or lumpsum, and making the payment. Online investment is convenient and paperless.

How to start a SIP in Sundaram Dividend Yield Fund?

Through Allvest, select the fund, choose SIP option, set your investment amount (minimum ₹500), select investment date, and set up auto-debit instructions for seamless monthly investments.

How do I automate an SIP in Sundaram Dividend Yield Fund?

After setting up SIP on Allvest, enable auto-debit from your bank account. This ensures automatic monthly investments without manual intervention, maintaining investment discipline.

How can I withdraw/redeem my investment in Sundaram Dividend Yield Fund?

You can redeem through Allvest platform by placing a redemption request. Most mutual fund investments are highly 'liquid'. After placing the redemption request, you can expect your investment to land in your bank account within two-three business days.