FundLens
62
Dividend YieldBuy

Tata Dividend Yield

Tata · Direct–Growth · rank #3 of 11 by Smart Score

Trailing returns

vs Nifty 500 (index-fund proxy)
1 Year
8.4%
+7.9% vs index
3 Years
16.3%
+4.1% vs index
5 Years
15.2%
+3.3% vs index
Since launch
15.8%

Why this score

Tata Dividend Yield scores 62/100 — #3 of 11 Dividend Yield fund (Buy). It stands out for 3y return and expense ratio — beating 72% of peers on 3y return. The main drag is its volatility (better than only 17% of peers).

Each bar shows the fund's percentile vs Dividend Yield peers — a longer bar beats more of the category.

3Y return16.30% · 72nd percentile in category
Volatility16.70 · 17th percentile in category
Expense ratio0.76% · 86th percentile in category
Sharpe ratio0.77 · 72nd percentile in category
1Y return8.39% · 95th percentile in category
Alpha3.33 · 67th percentile in category

Other Dividend Yield funds