Compare funds
| Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund) - Direct Plan - GROWTH | |
|---|---|
| category | Dividend Yield Fund |
| benchmark | NIFTY 500 |
| history from | 2022-01-03 |
| rating (overall) | ★☆☆☆☆ |
| 3y / 5y / 10y stars | 1 / - / - |
| return 1Y | -2.69% |
| return 3Y | 10.32% |
| return 5Y | - |
| return 10Y | - |
| vs benchmark 1Y | -2.95% |
| vs benchmark 3Y | -0.92% |
| vs benchmark 5Y | - |
| 3y volatility | 14.42% |
| 3y worst fall | -18.88% |
| 3y Sharpe | 0.28 |
| 3y Sortino | 0.41 |
| 3y alpha | - |
| 3y beta | - |
| 3y information ratio | - |
| 3y up / down capture | - |
| 3y risk-adj. rank in category | 100th of 9 |
Returns to latest NAV: absolute under 1 year, annualised from 1 year. vs benchmark: fund minus declared benchmark, common dates. Rank 1 = best. Ratings: Morningstar method.