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.
2/5
₹1 lakh over time
What ₹1,00,000 invested at the start of each window would have become in each fund.
sectorDirect
Principal Dividend Yield Fund - Direct Plan - Growth Option
3Y ago₹1.68 L
5Y ago₹2.35 L
sectorDirect
IDBI Dividend Yield Fund - Direct Plan - Growth
3Y ago₹1.84 L
5Y ago—
Normalised price over time
Each fund starts at ₹100 at the beginning of the range so shapes are directly comparable.
Normalized: value at the start of the selected range = ₹100
Every metric, side-by-side
marks the winner per row.
| Metric | Principal Dividend Yield Fund -… | IDBI Dividend Yield Fund - Dire… |
|---|---|---|
| Fund house | Principal Mutual Fund | IDBI Mutual Fund |
| Category | Equity Scheme - Dividend Yield Fund | Equity Scheme - Dividend Yield Fund |
| Plan | Direct | Direct |
| Latest NAV | ₹89.55 | ₹20.41 |
| Assets managed (AUM) | — | — |
| 1M return | 2.51% | 4.83% |
| 6M return | 9.61% | 14.34% |
| 1Y return | 31.73% | 20.48% |
| 3Y CAGR | 18.88% | 22.45% |
| 5Y CAGR | 18.65% | — |
| Since inception CAGR | 14.41% | 16.85% |
| Bumpiness · 3Y (annualised σ) | 18.90 | 14.04 |
| Worst drop ever | -32.79% | -32.59% |
| Sharpe · 3Y (rf=6%) | 0.62 | 1.04 |