Compare
Up to six funds side by side, and how much of each is the same portfolio as the others. Overlap is Σ min(weight) over the stocks both hold, from the latest disclosures.
Side by side
record, cost, returns, drawdown, size
| Measure | Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund) |
|---|---|
| Category | Dividend Yield |
| Share of three-year stretches it beat its category P4 | 0% of 21 |
| Regular plan costs more than Direct by, a year P5 | not measured |
| Portfolio turned over a year P1 | 41% |
| Run by P7 | Siddarth Mohta · 7 mo |
| 1-year return | −10.8% |
| 3 years p.a. | 2.2% |
| 5 years p.a. | — |
| Deepest fall (max drawdown) | −23.7% |
| Assets (AUM) | ₹825 Cr |
| Disclosed history | 4.7 yrs |
| Holdings · top ten weight | 61 · 36% |
Funds in different categories are not comparable on returns — a category error is the first thing the postulates refuse to make. Compare each to its own category on its fund page.