All comparisons
Head-to-head
Tata Dividend Yield Fund - Direct Plan - Growth OptionvsPrincipal Dividend Yield Fund - Direct Plan - Growth Option
Side-by-side comparison of Tata Dividend Yield Fund - Direct Plan - Growth Option and Principal Dividend Yield Fund - Direct Plan - Growth Option — 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
Tata Dividend Yield Fund - Direct Plan - Growth Option
3Y ago₹1.53 L
5Y ago₹1.95 L
sector
Principal Dividend Yield Fund - Direct Plan - Growth Option
3Y ago₹1.68 L
5Y ago₹2.35 L
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 | Tata Dividend Yield Fund - Dire… | Principal Dividend Yield Fund -… |
|---|---|---|
| Fund house | Tata Mutual Fund | Principal Mutual Fund |
| Category | Equity Scheme - Dividend Yield Fund | Equity Scheme - Dividend Yield Fund |
| Latest NAV | ₹21.7065 | ₹89.55 |
| Assets managed (AUM) | — | — |
| 1Y return | 14.14% | 31.73% |
| 3Y CAGR | 15.27% | 18.88% |
| 5Y CAGR | 14.23% | 18.65% |
| Since inception CAGR | 15.75% | 14.41% |
| Bumpiness · 3Y (annualised σ) | 16.02 | 18.90 |
| Worst drop ever | -20.44% | -32.79% |
| Sharpe · 3Y (rf=6%) | 0.53 | 0.62 |
Explore each fund individually
Tata Dividend Yield Fund - Direct Plan - Growth Option →Principal Dividend Yield Fund - Direct Plan - Growth Option →
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