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Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund) - Regular Plan - IDCW (Income Distribution CUM Capital Withdrawal)
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Metric#149698
SchemeSundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund) - Regular Plan - IDCW (Income Distribution CUM Capital Withdrawal)
HouseSundaram Mutual Fund
CategoryEquity Scheme - Dividend Yield Fund
Latest NAV₹35.51
1M return-2.27%
3M return0.77%
6M return-2.42%
1Y return-8.36%
3Y CAGR1.79%
5Y CAGR—
Inception CAGR1.82%
σ 1Y (annualized)12.55%
σ 3Y (annualized)14.52%
Max drawdown (all)-25.18%
Sharpe 1Y (rf=6%)-1.19
Sharpe 3Y (rf=6%)-0.29