Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund) (Direct)
Sundaram Mutual Fund · benchmark Nifty 500 TRI · 4.8 years old · AMFI code 149700
C (bottom 30%), score 14.3 out of 100. Describes the past, not a forecast.
Returns against the index
| Period | Fund | Index (TRI) | Difference | Rank in category |
|---|---|---|---|---|
| 6 months | -1.1% | 2.5% | -3.6% | 7 / 11 |
| 1 year | -4.1% | -1.0% | -3.1% | 10 / 10 |
| 3 years (a year) | 10.4% | 12.0% | -1.6% | 9 / 9 |
| 5 years (a year) | – | – | – | – |
Growth option, point to point to 5 Nov 2026; periods over a year are annualised (CAGR). Index returns use the total-return index, which includes dividends.
Risk
Portfolio
Holdings for this scheme are not available yet; its rating uses the track record only.
Common questions
What is the NAV of Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund) (Direct plan)?
₹145.03 on 5 Nov 2026 (Growth option).
What is the expense ratio of Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund) (Direct)?
1.28% a year; the Regular plan's is 2.44%.
What return has Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund) given over 3 years?
10.4% a year (Direct plan) over the 3 years to 5 Nov 2026, against 12.0% for the Nifty 500 total-return index.
How is Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund) rated?
C: 9 of 9 Direct plans in Dividend Yield, on its track record. This describes the past and is not a recommendation.
Data as of 5 Nov 2026: NAVs from AMFI, index data from NSE Indices, portfolios from Sundaram Mutual Fund's monthly disclosure. Updated every weekday. Read the scheme documents before investing.