Tata 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.
| Fund |  Tata Dividend Yield FundDividend Yield Fund · Direct planNAV ₹21.61 |  LIC MF Dividend Yield FundDividend Yield Fund · Direct planNAV ₹36.03 |
|---|---|---|
| Returns | ||
| 1 year | 9.7% (best of these funds) | 5.8% |
| 3 yearsa year | 14.5% | 18.5% (best of these funds) |
| 5 yearsa year | 13.8% | – |
| Risk | ||
| Volatilitya year | 15.9% (best of these funds) | 16% |
| Worst fall | −20.4% | −20.4% |
| Best year | 49.7% | 65.4% (best of these funds) |
| Worst year | -5.6% (best of these funds) | -6.3% |
| Years in gain | 88% (best of these funds) | 87% |
| Cost and size | ||
| Expense ratio | 0.76% (best of these funds) | 0.95% |
| Fund size | ₹1,156 Cr | ₹759 Cr |
| Minimum SIP | ₹100 (best of these funds) | ₹200 |
| Lock-in | None | None |
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.