sectorHigh risk

Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund) - Direct Plan - GROWTH

Invests only in one industry or theme (like banking, pharma, tech). Highly concentrated — bigger swings. From Sundaram Mutual Fund. It's been running since 3 Jan 2022.

Latest price per unit

₹144.4589

▼ 0.07% today

As of 4 Sep 2026 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹99.2k

▼ ₹819 loss · -0.8% / year

Invested 3 years ago

₹1.35 L

▲ ₹35.3k gain · 10.6% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness

13.3%

The value swings roughly 13% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-18.88%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Technical details (for the pros)

CAGR — 1 year-0.82%

CAGR — 3 years10.59%

CAGR — 5 years—

CAGR — since launch10.29%

Volatility — 1 year (annualised)10.86%

Volatility — 3 years (annualised)13.35%

Max drawdown — 1 year-11.45%

Max drawdown — 3 years-18.88%

Sharpe ratio — 1 year (rf=6%)-0.63

Sharpe ratio — 3 years (rf=6%)0.32

Fund info

Fund house: Sundaram Mutual Fund
Category: Equity Scheme - Dividend Yield Fund
Plan: Direct
Option: Growth
ISIN (Growth): INF173K01EV3
ISIN (Div re-invest): —
Fund code: 149700
First price on record: 3 Jan 2022 · 1,152 daily prices

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.