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Head-to-head
Kotak Dividend Yield Fund - Direct Plan - GrowthvsIDBI Dividend Yield Fund - Direct Plan - Growth
Side-by-side comparison of Kotak Dividend Yield Fund - Direct Plan - Growth and IDBI Dividend Yield Fund - Direct Plan - Growth — returns, bumpiness, category, and AUM. Winners per row are marked with . Descriptive numbers only, no recommendations.
₹1 lakh over time
What ₹1,00,000 invested at the start of each window would have become in each fund.
sector
Kotak Dividend Yield Fund - Direct Plan - Growth
3Y ago—
5Y ago—
sector
IDBI Dividend Yield Fund - Direct Plan - Growth
3Y ago₹1.84 L
5Y ago—
Normalised price over time
Both funds start 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 | Kotak Dividend Yield Fund - Dir… | IDBI Dividend Yield Fund - Dire… |
|---|---|---|
| Fund house | Kotak Mahindra Mutual Fund | IDBI Mutual Fund |
| Category | Equity Scheme - Dividend Yield Fund | Equity Scheme - Dividend Yield Fund |
| Latest NAV | ₹9.727 | ₹20.41 |
| Assets managed (AUM) | — | — |
| 1Y return | — | 20.48% |
| 3Y CAGR | — | 22.45% |
| 5Y CAGR | — | — |
| Since inception CAGR | -4.99% | 16.85% |
| Bumpiness · 3Y (annualised σ) | 14.74 | 14.04 |
| Worst drop ever | -12.28% | -32.59% |
| Sharpe · 3Y (rf=6%) | -0.76 | 1.04 |
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