SBI Dividend Yield Fund vs Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund)
Over the last 3 years, SBI Dividend Yield Fund returned 12.5% a year against 10.3% for Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund) (Direct plans). Data as of 12 Nov 2026.
| SBI Dividend Yield Fund | Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund) | |
|---|---|---|
| Category | Dividend Yield | Dividend Yield |
| Fund house | SBI Mutual Fund | Sundaram Mutual Fund |
| Benchmark | Nifty 500 TRI | Nifty 500 TRI |
| Age | 3.7 years | 4.9 years |
| AUM on 30 Oct 2026 | ₹7,795 cr | ₹751 cr |
| Direct plan | ||
| Rating | B | B |
| Expense ratio | 1.14% | 1.28% |
| 1Y return | 3.2% | -3.3% |
| 3Y return (a year) | 12.5% | 10.3% |
| 5Y return (a year) | – | – |
| 3Y vs index | +0.3% | -1.9% |
| Rating score, rank | 54 · #5 of 9 | 37 · #7 of 9 |
| Regular plan | ||
| Rating | B | B |
| Expense ratio | 2.04% | 2.44% |
| 1Y return | 2.2% | -4.5% |
| 3Y return (a year) | 11.4% | 9.0% |
| 5Y return (a year) | – | – |
| 3Y vs index | -0.8% | -3.2% |
| Rating score, rank | 52 · #5 of 9 | 35 · #7 of 9 |
| Consistency, risk and portfolio | ||
| Ahead of index, rolling 3Y periods | – | – |
| Deepest fall, 3Y | -17.8% | -18.9% |
| Volatility, 3Y | 12.6% | 13.1% |
| Max fall, 5Y | – | -18.9% |
| Down capture, 3Y | 85 | 84 |
| Stocks held | 52 | – |
| Top 10 holdings | 32% | – |
| Large / mid / small caps | 49 / 19 / 17% | – |
| Largest sector | Pharmaceuticals & Biotechnology | – |
Common questions
SBI Dividend Yield Fund or Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund): which is better?
On our track-record ratings (Direct plans), SBI Dividend Yield Fund is rated B and Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund) is rated B, each against its own category. Ratings describe the record so far and are not a forecast; which suits you depends on your goal and the funds you already hold.
SBI Dividend Yield Fund or Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund): which has done better?
Over the last 3 years, SBI Dividend Yield Fund returned 12.5% a year against 10.3% for Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund) (Direct plans).
How much do SBI Dividend Yield Fund and Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund) overlap?
Holdings for one of these schemes are not available yet.
Should I hold both?
Two funds with a high overlap add little diversification. Check how they fit your goal and the rest of your portfolio; we can help.
More comparisons
Past performance does not guarantee future returns. This comparison is not a recommendation to buy or sell either fund.
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