Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund)
Sundaram Mutual Fund
Dividend Yield Fund As of 2026-06-30
Holdings
58
Well diversified
Top 10 weight
38%
Concentration
Strategy data
N/A
Not reported
Equity
91%
Asset allocation
Portfolio
26Sectors
1Large positions
18.2%Top: Banks
4.0%Cash
Market-cap allocation
Large cap71%
Mid cap9%
Small cap10%
Asset allocation
Equity91%
Cash4%
Top holdings
Holdings appear once portfolio data is connected.
AI Smart summary
Portfolio read
- 91% equity, 4% cash.
- 58 disclosed positions across 26 classified equity sectors.
- Largest equity sector is Banks at 18.2% of the portfolio.
- Top 10 positions account for 38%, indicating relatively distributed position weights.
Watchpoints
- No threshold-based concentration or allocation warning was triggered by the available portfolio data.
Auto-generated from fund metrics. Educational only - not investment advice.
Peer comparison
Other funds in Dividend Yield Fund.
HDFC Dividend Yield Fund129 holdings · 31% top 10
Tata Dividend Yield Fund80 holdings · 26% top 10
ICICI Prudential Dividend Yield Equity Fund74 holdings · 46% top 10
Aditya Birla Sun Life Dividend Yield Fund64 holdings · 40% top 10
UTI Dividend Yield Fund62 holdings · 36% top 10
Aditya Birla Sun Life Dividend Yield Fund62 holdings · 41% top 10
Sector exposure
Full industry / sector breakdown aggregated from the fund's holdings.
18.2%
10.6%
8.7%
6.1%
4.9%
4.1%
4.0%
3.4%
3.3%
3.2%
2.8%
2.5%
2.1%
2.1%
Other 12 sectors15.0%
1.9%
1.9%
1.8%
1.6%
1.5%
1.4%
1.4%
1.0%
0.8%
0.7%
0.7%
0.3%