Head-to-head
Compare up to 5 funds side-by-side.
Prices normalised to ₹100 at the start of the range. Metrics marked with a highlight the winner per row. Descriptive comparison only — MF Gyan does not recommend one over another.
2/5
₹1 lakh over time
What ₹1,00,000 invested at the start of each window would have become in each fund.
sectorDirect
Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund) - Direct Plan - GROWTH
3Y ago₹1.35 L
5Y ago—
sectorDirect
Principal Dividend Yield Fund - Direct Plan - Growth Option
3Y ago₹1.68 L
5Y ago₹2.35 L
Normalised price over time
Each fund starts at ₹100 at the beginning of the range so shapes are directly comparable.
Normalized: value at the start of the selected range = ₹100
Every metric, side-by-side
marks the winner per row.
| Metric | Sundaram Dividend Yield Fund (F… | Principal Dividend Yield Fund -… |
|---|---|---|
| Fund house | Sundaram Mutual Fund | Principal Mutual Fund |
| Category | Equity Scheme - Dividend Yield Fund | Equity Scheme - Dividend Yield Fund |
| Plan | Direct | Direct |
| Latest NAV | ₹144.4589 | ₹89.55 |
| Assets managed (AUM) | — | — |
| 1M return | -2.18% | 2.51% |
| 6M return | -1.85% | 9.61% |
| 1Y return | -0.82% | 31.73% |
| 3Y CAGR | 10.59% | 18.88% |
| 5Y CAGR | — | 18.65% |
| Since inception CAGR | 10.29% | 14.41% |
| Bumpiness · 3Y (annualised σ) | 13.35 | 18.90 |
| Worst drop ever | -18.88% | -32.79% |
| Sharpe · 3Y (rf=6%) | 0.32 | 0.62 |