20
Dividend YieldAvoid
Sundaram Dividend Yield
Sundaram · Direct–Growth · rank #11 of 12 by Smart Score
Data updated
Trailing returns
1 Year
-0.6%
-3.6% vs index
3 Years
10.9%
-0.7% vs index
5 Years
10.0%
-0.4% vs index
Since launch
13.2%
Why this score
Sundaram Dividend Yield scores 20/100 — #11 of 12 Dividend Yield fund (Avoid). It stands out for volatility — beating 61% 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 return10.90% · 6th percentile in category
5Y return10.00% · 6th percentile in category
Sharpe ratio0.60 · 17th percentile in category
Alpha0.50 · 17th percentile in category
1Y return-0.56% · 5th percentile in category
Volatility14.45 · 61st percentile in category
Top holdings
1.HDFC Bank Ltd4.69%
2.ICICI Bank Ltd4.58%
3.NTPC Ltd3.97%
4.State Bank of India3.68%
5.Power Grid Corporation of India Ltd3%
54 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.