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BSE - Delayed Quote INR

Sundaram Div Yield Gr (0P00005WX5.BO)

131.23
-0.19
(-0.14%)
At close: May 1 at 1:30:00 AM GMT+5:30

Performance Overview

Morningstar Return Rating --
YTD Return -3.10%
5y Average Return 22.28%
Number of Years Up 15
Number of Years Down 5
Best 1Y Total Return (Apr 30, 2025) 46.60%
Worst 1Y Total Return (Apr 30, 2025) --
Best 3Y Total Return 46.60%
Worst 3Y Total Return -0.56%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P00005WX5.BO
Category
YTD
-5.30%
0.00%
1-Month
7.51%
0.00%
3-Month
-5.30%
0.00%
1-Year
3.85%
0.00%
3-Year
14.83%
0.00%
5-Year
24.74%
0.00%
10-Year
13.86%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P00005WX5.BO
Category
2025
--
--
2024
15.70%
--
2023
34.02%
--
2022
1.28%
--
2021
32.55%
--
2020
20.24%
--
2019
4.42%
--
2018
-5.23%
--

2017
46.60%
--
2016
7.25%
--
2015
-3.39%
--
2014
44.93%
--
2013
-5.30%
--
2012
41.94%
--
2011
-26.84%
--
2010
24.68%
--
2009
78.50%
--
2008
-55.21%
--
2007
62.54%
--
2006
3.73%
--
2005
34.92%
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -5.30% -- -- --
2024 5.51% 10.11% 7.77% -7.59%
2023 -1.56% 10.39% 6.97% 15.29%
2022 -1.77% -7.39% 6.94% 4.11%
2021 8.68% 10.58% 9.94% 0.32%
2020 -21.51% 17.80% 8.63% 19.71%
2019 2.22% 0.36% -2.22% 4.10%
2018 -7.43% 1.82% 1.13% -0.58%
2017 12.92% 7.86% 6.08% 13.47%
2016 -6.27% 9.82% 9.78% -5.09%

2015 -2.75% 0.97% -3.14% 1.58%
2014 7.97% 21.40% 3.84% 6.48%
2013 -10.87% -2.22% -4.86% 14.21%
2012 22.46% -1.02% 7.95% 8.48%
2011 -6.57% -2.71% -9.63% -10.94%
2010 1.43% 7.83% 14.03% -0.04%
2009 -3.70% 41.99% 20.43% 8.40%
2008 -31.97% -7.71% -8.86% -21.72%
2007 -7.89% 18.04% 11.09% 34.57%
2006 13.64% -16.92% 11.98% -1.89%
2005 2.33% 3.86% 17.74% 7.82%

Rank in Category (By Total Return)

YTD 46
1-Month 24
3-Month 46
1-Year 83
3-Year 95
5-Year 98

Load Adjusted Returns

1-Year 2.85%
3-Year 14.83%
5-Year 24.74%
10-Year 13.86%

Performance & Risk

YTD Return -3.10%
5y Average Return 22.28%
Rank in Category (ytd) 46
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.91
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Sundaram Asset Management Company Ltd
Net Assets 1.14B
YTD Return -5.30%
Yield 0.00%
Morningstar Rating
Inception Date Oct 15, 2004

Fund Summary

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