Compare funds
| Tata Dividend Yield Fund - Direct Plan - Growth Option | |
|---|---|
| category | Dividend Yield Fund |
| benchmark | NIFTY 500 |
| history from | 2021-05-27 |
| rating (overall) | ★★★☆☆ |
| 3y / 5y / 10y stars | 3 / 3 / - |
| return 1Y | 6.75% |
| return 3Y | 14.03% |
| return 5Y | 12.84% |
| return 10Y | - |
| vs benchmark 1Y | 10.40% |
| vs benchmark 3Y | 3.46% |
| vs benchmark 5Y | 4.01% |
| 3y volatility | 16.72% |
| 3y worst fall | -20.44% |
| 3y Sharpe | 0.46 |
| 3y Sortino | 0.72 |
| 3y alpha | - |
| 3y beta | - |
| 3y information ratio | - |
| 3y up / down capture | - |
| 3y risk-adj. rank in category | 38th of 9 |
Returns to latest NAV: absolute under 1 year, annualised from 1 year. vs benchmark: fund minus declared benchmark, common dates. Rank 1 = best. Ratings: Morningstar method.