18
Dividend YieldAvoid
Sundaram Dividend Yield
Sundaram · Direct–Growth · rank #12 of 12 by Smart Score
Data updated
Trailing returns
1 Year
-5.4%
-3.3% vs index
3 Years
9.0%
-0.8% vs index
5 Years
9.3%
-0.2% vs index
Since launch
12.9%
Why this score
Sundaram Dividend Yield scores 18/100 — #12 of 12 Dividend Yield fund (Avoid). The main drag is its 3y return (better than only 6% of peers).
Each bar shows the fund's percentile vs Dividend Yield peers — a longer bar beats more of the category.
3Y return9.03% · 6th percentile in category
5Y return9.30% · 6th percentile in category
Sharpe ratio0.46 · 6th percentile in category
Alpha-0.65 · 6th percentile in category
1Y return-5.42% · 5th percentile in category
Expense ratio1.24% · 38th percentile in category
Top holdings
1.ICICI Bank Ltd4.78%
2.HDFC Bank Ltd4.57%
3.State Bank of India3.9%
4.NTPC Ltd3.86%
5.Infosys Ltd3%
53 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.