19
Dividend YieldAvoid
Sundaram Dividend Yield
Sundaram · Direct–Growth · rank #11 of 12 by Smart Score
Data updated
Trailing returns
1 Year
-7.1%
-2.4% vs index
3 Years
8.8%
-0.6% vs index
5 Years
8.5%
+0.6% vs index
Since launch
12.8%
Why this score
Sundaram Dividend Yield scores 19/100 — #11 of 12 Dividend Yield fund (Avoid). It stands out for volatility — beating 72% of peers on volatility. 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 return8.79% · 6th percentile in category
5Y return8.47% · 6th percentile in category
Sharpe ratio0.28 · 6th percentile in category
Alpha-0.78 · 6th percentile in category
1Y return-7.07% · 5th percentile in category
Volatility14.50 · 72nd percentile in category
Top holdings
1.HDFC Bank Ltd4.87%
2.ICICI Bank Ltd4.62%
3.NTPC Ltd4.05%
4.State Bank of India3.76%
5.Coal India Ltd3.37%
51 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.