Head-to-head
Compare up to 5 funds side-by-side.
Prices normalised to ₹100 at the start of the range. Metrics marked with a highlight the winner per row. Descriptive comparison only — MF Gyan does not recommend one over another.
₹1 lakh over time
What ₹1,00,000 invested at the start of each window would have become in each fund.
otherDirect
Tata Dividend Yield Fund-Direct Plan Dividend
3Y ago₹1.18 L
5Y ago₹1.84 L
Every metric, side-by-side
marks the winner per row.
| Metric | Tata Dividend Yield Fund-Direct… |
|---|---|
| Fund house | Tata Mutual Fund |
| Category | Income |
| Plan | Direct |
| Latest NAV | ₹32.2271 |
| Assets managed (AUM) | — |
| 1M return | -5.36% |
| 6M return | 1.11% |
| 1Y return | 4.77% |
| 3Y CAGR | 5.80% |
| 5Y CAGR | 12.93% |
| Since inception CAGR | 9.87% |
| Bumpiness · 3Y (annualised σ) | 13.21 |
| Worst drop ever | -24.13% |
| Sharpe · 3Y (rf=6%) | -0.02 |