Sundaram Mutual Fund Dividend Fund - Regular Plan - Growth

Sundaram Mutual Fund Dividend Fund - Regular Plan - Growth overview and fund details

Sundaram Mutual Fund Dividend Fund - Regular Plan - Growth ek thematic equity mutual fund hai, jo ki dividend-paying stocks mein invest karta hai. Iska main objective hai long-term wealth creation ke liye achhe dividend returns generate karna. Ye fund un investors ke liye suitable hai jo regular income aur long-term capital appreciation dono chahte hain. Is fund ka investment style growth-oriented hai, jismein quality stocks ko target kiya jata hai.

Sundaram Mutual Fund Dividend Fund - Regular Plan - Growth yearly return performance

Sundaram Mutual Fund Dividend Fund - Regular Plan - Growth ki yearly performance benchmark se compare karte hain. Chaliye, dekhte hain ki ye fund market ke hisaab se kaisa perform kar raha hai:

Time Frame	Fund Returns (%)	Benchmark Returns (%)
1 Year	-4.48%	Data Not Available
3 Years	9.28%	Data Not Available
5 Years	10.37%	Data Not Available

Dekha jaye toh is fund ne last 1 saal mein negative return diya hai, lekin 3 aur 5 saal ke time frame mein iska performance kaafi acha raha hai. Ye fund moderate risk profile ke sath operate karta hai, jisse investors ko thodi volatility dekhne ko mil sakti hai. Fund manager S. Krishnakumar ne is fund ka management kaafi achhe se kiya hai, jo ki iski performance mein acha contribution deta hai. Agar aap long-term investing ki soch rahe hain, toh ye fund aap ke liye ek option ho sakta hai.

Sundaram Mutual Fund Dividend Fund - Regular Plan - Growth ke top holdings aur portfolio

Is fund ki top holdings mein kuch prominent companies shamil hain, jo ki overall portfolio ko strong banate hain. Top 5 holdings hain: 1. HDFC Bank Ltd. (5.8%) 2. ICICI Bank Ltd. (5.2%) 3. Larsen & Toubro Ltd. (4.9%) 4. Reliance Industries Ltd. (4.5%) 5. Infosys Ltd. (4.1%) Ye holdings fund ke sector allocation ko diversified banate hain. Financial sector ka high allocation is fund ke performance ko support karta hai, aur iske saath hi infrastructure aur IT sectors mein bhi achhi exposure milti hai. Ye fund apne investors ko stable dividend yields aur capital appreciation dono provide karne ki koshish karta hai, jo ki strategic investment choices par depend karta hai.

Sundaram Mutual Fund Dividend Fund - Regular Plan - Growth risk analysis and volatility

Is fund ka riskometer moderate category mein hai, jo ki batata hai ki investors ko kuch volatility face karni pad sakti hai. Fund ki expense ratio 1.92% hai, jo ki industry standards ke hisaab se thodi higher hai. Jo investors high growth aur moderate risk ke sath comfortable hain, unke liye ye fund ek suitable option ho sakta hai. Lekin, yeh yaad rakhna hai ki market fluctuations ke chalte returns bhi fluctuate ho sakte hain.

Sundaram Mutual Fund Dividend Fund - Regular Plan - Growth advantages and disadvantages

• Pros:
  • High-quality stock holdings
  • Long-term capital growth potential
  • Stable dividend income
  • Moderate risk profile
• Cons:
  • 1-year return is negative
  • Higher expense ratio compared to peers
  • Volatility during market fluctuations