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NAVs as of 20 Aug 2026
Add a second fund to compare. Until then every figure below is shown against the Dividend Yield Fund median (12 funds), which is the only comparison one fund can support.
Growth of ₹100 (rebased over the selected window)
Common period 03 Jan 2022 – 20 Aug 2026, limited by Sundaram Dividend Yield Fund - Regular Plan - IDCW (. Every series is rebased to ₹100 at the start of this window. Benchmark lines are the category index WealthTicker measures against, which is not always the benchmark the scheme itself declares — the fund page’s Scheme Info names that one.
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| Date | Sundaram Dividend Yield Fund - Regular Plan - IDCW ( | Nifty 500 |
|---|---|---|
| 03 Jan 2022 | ₹100.00 | ₹100.00 |
| 24 May 2022 | ₹87.75 | ₹90.42 |
| 12 Oct 2022 | ₹89.70 | ₹97.54 |
| 02 Mar 2023 | ₹91.86 | ₹95.94 |
| 20 Jul 2023 | ₹101.07 | ₹112.09 |
| 08 Dec 2023 | ₹111.79 | ₹123.01 |
| 27 Apr 2024 | ₹121.40 | ₹137.06 |
| 15 Sep 2024 | ₹138.16 | ₹157.37 |
| 03 Feb 2025 | ₹118.26 | ₹140.76 |
| 24 Jun 2025 | ₹119.25 | ₹152.01 |
| 11 Nov 2025 | ₹123.44 | ₹155.76 |
| 01 Apr 2026 | ₹105.16 | ₹137.69 |
| 20 Aug 2026 | ₹109.77 | ₹154.64 |
| Metric | Sundaram · Regular · IDCW NAV ₹35.83 Very High risk ★★☆☆☆ | Category median Dividend Yield Fund · 12 funds |
|---|---|---|
| -8.41% | -1.33% | |
| +3.04% | +9.44% | |
| — | +8.87% | |
| — | +4.84% | |
| +2.03% | +4.58% | |
| +0.74% | — | |
| +7.64% | +10.02% | |
| — | +5.64% | |
| — | +4.20% | |
| Risk | ||
| 14.43% | 15.15% | |
| -0.24 | 0.04 | |
| -0.30 | 0.06 | |
| -25.18% | -23.07% | |
| Nifty 500 | — | |
| -7.79% | -2.04% | |
| 0.91 | 0.94 | |
| 71.2% | 87.3% | |
| 106.5% | 99.0% | |
| 2.40% | 2.29% | |
| ₹782.23Cr | ₹1,253Cr | |
| Up to 1.00% | — | |
| None | — | |
| ₹500 | — | |
| ₹5.00K | — | |
| 0% | 8% | |
| Ratish B Varier | — | |
| 03 Jan 2022 | — | |
| 54 | — | |
| 35.6% | — | |
| 4.0% | — | |
Best marks the strongest value in a row, and only where the gap is bigger than noise — a near-tie is left unmarked rather than dressed up as a result. SIP XIRR is a ₹10,000/month instalment over 5 years of real NAV history. Nothing here is supplied by a fund house. For research only — not investment advice.