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Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund)-Growth Plan is an equity scheme managed by Sundaram Mutual Fund. Over rolling three-year windows since inception, investors earned a median compounded return of 15.90%, with the bottom and top quartiles at 14.68% and 16.95% respectively. It has ranked in the top half of its category for 6 of the last 12 reported years. Risk-adjusted return (Sharpe ratio) is 0.00. The total expense ratio is 2.84% on assets of ₹856Cr. The fund is currently managed by Shalav Saket, appointed within the last year.
Lower is better.
| Window | Min | P25 | Median |
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Point-in-time CAGRs cherry-pick a single start date. The chart below shows the distribution of every possible rolling start over the fund's history, so you see the range of investor outcomes — not just one date's number.
Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
Same fund, monthly SIPs over rolling 1/3/5-year windows.
| Scheme | AMC | AUM | TER | 3Y |
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Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| P75 |
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| Max |
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| Positive % |
|---|
| 1Y | -9.82% | 1.09% | 11.28% | 33.51% | 47.50% | 79.4% |
| 3Y | 11.78% | 14.68% | 15.90% | 16.95% | 20.86% | 100.0% |
Each cell is one year. Q1 = top quartile within the AMFI category for that period. Cell label is the last two digits of the year.
Compounding maths on a notional ₹10 lakh lumpsum at 12% gross annual return. Green bar is what you'd have without the fee; red overlay is the fee drag. Fee is constant in this scenario — actual outcomes depend on real returns and any future TER changes.
Each row is a back-tested SIP — monthly contribution over the regime's duration, no fees adjustment beyond NAV-baked TER. XIRR is the annualised IRR of those cashflows; Abs return is the absolute cash-on-cash; Max DD is the deepest drawdown experienced mid-investment. Past performance is not indicative of future results.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.
Does the fund get worse as it gets bigger? Each dot is one historical manager-tenure: AUM at tenure-end vs alpha delivered during that tenure.
Correlation is too weak to confirm or rule out capacity-driven alpha decay. Re-evaluate as more manager-tenure data accumulates.
Each dot is one manager-tenure: X = AUM at tenure end, Y = alpha during that tenure. Connecting line in chronological order. Pearson r measures the linear relationship between AUM and alpha across the historical record. n = 2 data points.
| 5Y |
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| Star |
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| ICICI Prudential Dividend Yield Equity Fund Growth Option | ICICI Prudential Mutual Fund | ₹6,458 Cr | 1.82% | +18.64% | +18.78% | 5★ |
| Aditya Birla Sun Life Dividend Yield Fund - Growth - Direct Plan | Aditya Birla Sun Life Mutual Fund | ₹1,475 Cr | 1.34% | +17.41% | +16.22% | 5★ |
| Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan | Aditya Birla Sun Life Mutual Fund | ₹1,475 Cr | 2.13% | +16.46% | +15.33% | 4★ |
| UTI-Dividend Yield Fund.-Growth | UTI Mutual Fund | ₹3,751 Cr | 2.38% | +16.00% | +13.35% | 4★ |
| Tata Dividend Yield Fund-Regular Plan-Growth | Tata Mutual Fund | ₹1,044 Cr | 2.42% | +15.75% | +13.52% | 3★ |
| Franklin India Dividend Yield Fund-Growth Plan | Franklin Templeton Mutual Fund | ₹2,306 Cr | 2.02% | +14.62% | +14.67% | 4★ |
| HDFC Dividend Yield Fund - Growth Plan | HDFC Mutual Fund | ₹5,687 Cr | 1.82% | +14.05% | +15.38% | 3★ |
| SBI Dividend Yield Fund - Direct Plan - Growth | SBI Mutual Fund | ₹8,410 Cr | 0.83% | +12.61% | — | 3★ |
| SBI Dividend Yield Fund - Regular Plan - Growth | SBI Mutual Fund | ₹8,410 Cr | 1.78% | +11.48% | — | 2★ |
| LIC MF Dividend Yield Fund-Regular Plan-Growth | LIC Mutual Fund | ₹661 Cr | 2.54% | — | — | 2★ |