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Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund) - Direct Plan - IDCW (Income Distribution CUM Capital Withdrawal)
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Metric#149699
SchemeSundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund) - Direct Plan - IDCW (Income Distribution CUM Capital Withdrawal)
HouseSundaram Mutual Fund
CategoryEquity Scheme - Dividend Yield Fund
Latest NAV₹60.2966
1M return-2.18%
3M return1.06%
6M return-1.85%
1Y return-7.19%
3Y CAGR3.09%
5Y CAGR—
Inception CAGR3.78%
σ 1Y (annualized)12.51%
σ 3Y (annualized)14.51%
Max drawdown (all)-23.67%
Sharpe 1Y (rf=6%)-1.09
Sharpe 3Y (rf=6%)-0.20