FundLens
63
Dividend YieldBuy

Tata Dividend Yield

Tata · Direct–Growth · rank #3 / 12 Smart Score ke hisaab se

Data updated

Tata Dividend Yield ka score 63/100 hai — 12 mein #3 Dividend Yield fund (Buy). Mazbooti: 3 saal ka return (category mein 72th percentile) aur expense ratio (category mein 91th percentile). Kamzori: utaar-chadhaav (category mein 17th percentile).

Trailing returns

index ke muqable: Nifty 500 (index-fund proxy)
1 saal
14.1%
+11.4% index ke muqable
3 saal
15.3%
+3.9% index ke muqable
5 saal
14.2%
+3.9% index ke muqable
Launch se
15.7%

Risk metrics

Sharpe ratio
0.68
↑ jitna zyada, utna accha
Sortino ratio
↑ jitna zyada, utna accha
Std deviation
16.37
↓ jitna kam, utna accha
Alpha
2.79
↑ jitna zyada, utna accha
Beta
1.03
≈1 yaani market ke saath

Isi category ke aur funds

Research aur education ke liye — investment advice nahi.