Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund) vs Tata Dividend Yield Fund
Over the last 3 years, Tata Dividend Yield Fund returned 14.6% a year against 10.3% for Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund) (Direct plans). In falling months, Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund) fell less: 84% of the index's fall, against 105%. Data as of 12 Nov 2026.
| Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund) | Tata Dividend Yield Fund | |
|---|---|---|
| Category | Dividend Yield | Dividend Yield |
| Fund house | Sundaram Mutual Fund | Tata Mutual Fund |
| Benchmark | Nifty 500 TRI | Nifty 500 TRI |
| Age | 4.9 years | 5.5 years |
| AUM on 30 Oct 2026 | ₹751 cr | ₹1,076 cr |
| Direct plan | ||
| Rating | B | B |
| Expense ratio | 1.28% | 0.76% |
| 1Y return | -3.3% | 7.1% |
| 3Y return (a year) | 10.3% | 14.6% |
| 5Y return (a year) | – | 13.3% |
| 3Y vs index | -1.9% | +2.4% |
| Rating score, rank | 37 · #7 of 9 | 64 · #3 of 9 |
| Regular plan | ||
| Rating | B | B |
| Expense ratio | 2.44% | 2.29% |
| 1Y return | -4.5% | 5.4% |
| 3Y return (a year) | 9.0% | 12.7% |
| 5Y return (a year) | – | 11.3% |
| 3Y vs index | -3.2% | +0.5% |
| Rating score, rank | 35 · #7 of 9 | 62 · #3 of 9 |
| Consistency, risk and portfolio | ||
| Ahead of index, rolling 3Y periods | – | – |
| Deepest fall, 3Y | -18.9% | -20.4% |
| Volatility, 3Y | 13.1% | 16.2% |
| Max fall, 5Y | -18.9% | -20.4% |
| Down capture, 3Y | 84 | 105 |
| Stocks held | – | 67 |
| Top 10 holdings | – | 26% |
| Large / mid / small caps | – | 49 / 19 / 19% |
| Largest sector | – | Banks |
Common questions
Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund) or Tata Dividend Yield Fund: which is better?
On our track-record ratings (Direct plans), Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund) is rated B and Tata 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.
Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund) or Tata Dividend Yield Fund: which has done better?
Over the last 3 years, Tata Dividend Yield Fund returned 14.6% a year against 10.3% for Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund) (Direct plans).
How much do Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund) and Tata 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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