Sundaram Dividend Yield Fund
Direct · Growth ₹147.10
27 Apr 2026
NAV
15.9%
3Y CAGR
15.8%
5Y CAGR
15.8%
10Y CAGR
15.9%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
7.29
Sharpe
-32.8%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.69 L | 18.7% | -49.9% | 85.6% |
| 3 Years | ₹36.00 L | ₹45.34 L | 16.1% | -18.4% | 34.6% |
| 5 Years | ₹60.00 L | ₹89.07 L | 16.1% | -4.9% | 28.4% |
| 10 Years | ₹1.20 Cr | ₹2.80 Cr | 16.6% | 13.5% | 20.2% |
Fund SIP vs NIFTY 50
| Duration | Fund XIRR | Benchmark CAGR | Difference |
|---|---|---|---|
| 1 Year | 18.7% | -1.0% | +19.6% |
| 3 Years | 16.1% | 10.4% | +5.7% |
| 5 Years | 16.1% | 10.5% | +5.6% |
| 10 Years | 16.6% | 11.7% | +4.9% |