Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund)
Holdings
58
Broad portfolio
Top 10 weight
36%
Concentration
Strategy
Active
Portfolio style
Equity
91%
Asset allocation
Portfolio
25Sectors0Large positions16.3%Top: Banks0.0%Cash
Market-cap allocation
Large cap70%
Mid cap9%
Small cap11%
Asset allocation
Equity91%
Top holdings
HDFC Bank LtdEQUITY4.7%
ICICI Bank LtdEQUITY4.6%
NTPC LTDEQUITY4.0%
TREPSDERIVATIVE3.9%
Embassy Office Parks (REIT)REIT_INVIT3.8%
State Bank of IndiaEQUITY3.7%
Power Grid Corporation of India LtdEQUITY3.0%
Coal India LtdEQUITY3.0%
Oil & Natural Gas Corporation LtdEQUITY2.9%
Infosys LtdEQUITY2.9%
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Portfolio read
- 91% equity.
- Large-cap exposure is 70%.
- Largest equity sector is Banks at 16.3%.
Watchpoints
- Review concentration alongside the fund mandate.
Generated from current fund metrics. Educational research only.
Peer comparison
Other funds in Dividend Yield Fund.
Explore comparable funds →Sector exposure
Showing top sectors from the current portfolio.
Banks16.3%
Power9.7%
It - Software9.6%
Automobiles5.3%
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