Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund) (Regular)
Sundaram Mutual Fund · benchmark Nifty 500 TRI · 4.8 years old · AMFI code 149697
C (bottom 30%), score 9.9 out of 100. Describes the past, not a forecast.
Returns against the index
| Period | Fund | Index (TRI) | Difference | Rank in category |
|---|---|---|---|---|
| 6 months | -1.7% | 2.5% | -4.2% | 7 / 11 |
| 1 year | -5.3% | -1.0% | -4.2% | 10 / 10 |
| 3 years (a year) | 9.0% | 12.0% | -3.0% | 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) (Regular plan)?
₹130.86 on 5 Nov 2026 (Growth option).
What is the expense ratio of Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund) (Regular)?
2.44% a year; the Direct plan's is 1.28%.
What return has Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund) given over 3 years?
9.0% a year (Regular 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 Regular 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.