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Kotak Dividend Yield Fund vs LIC MF Dividend Yield Fund

Put two or three funds side by side — returns, risk, what they cost and what they actually hold. Figures are for the Direct plan, Growth option, where a fund has one.

  • Kotak Dividend Yield Fund
  • LIC MF Dividend Yield Fund
Kotak Dividend Yield Fund compared with LIC MF Dividend Yield Fund
FundKotak Mahindra Mutual FundKotak Dividend Yield FundDividend Yield Fund · Direct planNAV ₹9.52LIC Mutual FundLIC MF Dividend Yield FundDividend Yield Fund · Direct planNAV ₹36.03
Returns
1 year5.8%
3 yearsa year18.5%
Risk
Volatilitya year14.5% (best of these funds)16%
Worst fall−12.3% (best of these funds)−20.4%
Best year65.4%
Worst year-6.3%
Years in gain87%
Cost and size
Expense ratio1.1%0.95% (best of these funds)
Fund size₹239 Cr₹759 Cr
Minimum SIP₹100 (best of these funds)₹200
Lock-inNoneNone

Returns beyond a year are annualised. The stronger figure in each row is marked, which is not a recommendation: a fund that returned more usually took more risk to do it.

Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns. This page is for information only and is not a recommendation to buy or sell.