Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund) vs Tata Dividend Yield Fund
Dividend Yield Fund · Direct Plan – Growth · Compared on official AMFI NAV data · NAVs as of 13-Jul-2026
| Metric | Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund) | Tata Dividend Yield Fund |
|---|---|---|
| Latest NAV | ₹145.34 | ₹21.5 |
| 1-Year Return | -1.98% | +9.86% |
| 3-Year Return (CAGR) | +13.83% | +18.79% |
| 5-Year Return (CAGR) | N/A | N/A |
| Volatility (1Y, annualised) | 11.0% | 14.5% |
| Max Drawdown | −18.9% | −20.4% |
| Fund House | Sundaram Mutual Fund | Tata Mutual Fund |
Growth of ₹10,000
If you had invested ₹10,000 in each fund
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Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund) vs Tata Dividend Yield Fund: which is better?
Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund) and Tata Dividend Yield Fund are both dividend yield fund mutual funds (direct plan, growth option). This comparison uses each fund's official AMFI NAV history — the same daily data the fund houses publish — to compare returns, volatility and drawdowns side by side.
On 3-year returns (annualised), Tata Dividend Yield Fund leads with +18.79% against +13.83% — a gap of about 4.96 percentage points per year over that period.
Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund) has been the steadier fund over the past year, with annualised volatility of 11.0% versus 14.5%. Looking at worst falls, Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund)'s deepest drawdown in the stored history is −18.9% against −20.4% for Tata Dividend Yield Fund.
Which fund suits you depends on your horizon and appetite for swings: the higher-return fund is only the better pick if you can hold through its rougher months. Use the ₹10,000 growth chart above to see how each fund actually behaved through market cycles, and consider consulting a SEBI-registered adviser before investing. This comparison is informational, not investment advice.
Key takeaways
- Tata Dividend Yield Fund has delivered higher 3-year returns (+18.79% vs +13.83%).
- Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund) has shown lower volatility over the trailing year.
- Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund) has had the shallower maximum drawdown (−18.9%).
Frequently Asked Questions
Which fund has given higher returns — Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund) or Tata Dividend Yield Fund?
Over the past 3 year period, Tata Dividend Yield Fund has delivered higher returns: +18.79% versus +13.83% annualised. Past performance does not guarantee future results.
Which fund is less risky — Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund) or Tata Dividend Yield Fund?
Based on the trailing year, Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund) has shown lower day-to-day volatility (Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund): 11.0%, Tata Dividend Yield Fund: 14.5% annualised). Volatility and drawdowns describe past behaviour, not future safety — both funds carry the market risk of their category.
Can I invest in both Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund) and Tata Dividend Yield Fund?
Yes — many investors split a SIP across two funds. If both funds are from the same category, remember they will hold overlapping stocks, so diversification benefits may be smaller than they appear. Check each scheme's portfolio before doubling up within one category.
More Dividend Yield Fund comparisons
Returns, volatility and drawdowns are computed from official AMFI NAV history for direct-growth plans and may differ slightly from fund-house factsheets due to date conventions. Mutual fund investments are subject to market risks. This comparison is for informational purposes only — not investment advice.