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Dividend Yieldregularidcw📊 NIFTY Dividend Opportunities 50 TRI(SEBI default)

Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund)- Income Distribution CUM Capital Withdrawal Plan

Sundaram Mutual Fund

₹36.5809

0.29 (+0.79%)

NAV as of 17 Apr 2026

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week-0.27%
1 Month-9.32%
3 Months-15.78%
6 Months-12.46%
1 Year-12.20%
3 Years (CAGR)+5.52%
5 Years (CAGR)
10 Years (CAGR)
Since Inception (Jan 2022)+0.92%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP-20.46%
3 Year SIP-5.93%
5 Year SIP
Since Inception (Jan 2022)-1.64%

Fund Details

Fund HouseSundaram Mutual Fund
CategoryDividend Yield
Plan Typeregular
Optionidcw
Min SIP₹500
Min Lumpsum₹1,000
BenchmarkNIFTY Dividend Opportunities 50 TRI
Launch Date03 Jan 2022
AMFI Code149698

Performance Comparison

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Investment Objective

Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund)- Income Distribution CUM Capital Withdrawal Plan aims to generate regular income and capital appreciation by investing in high dividend-yielding stocks. The fund focuses on companies with a consistent track record of dividend payments and healthy balance sheets.

About This Fund

Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund)- Income Distribution CUM Capital Withdrawal Plan is a Dividend Yield mutual fund offered by Sundaram Mutual Fund. The fund has been operational for over 4 years. It benchmarks its performance against NIFTY Dividend Opportunities 50 TRI.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • SIP investors who can benefit from rupee cost averaging during market fluctuations