Tata Dividend Yield Fund is an average performer in its category with a BullWiser Honest Score of 6.7/10 — above the Equity Scheme - Dividend Yield Fund category median of 5.0/10 across 22 funds. Its 3-year CAGR of 19.0% outperforms the Equity Scheme - Dividend Yield Fund category average of 13.3% by +5.7 percentage points. As a Direct plan, Tata Dividend Yield Fund eliminates the distributor commission built into Regular plans, maximising the net return to the investor.
Fund Details
Fund Name
Tata Dividend Yield Fund
Plan Type
Direct · Growth
Expense Ratio
--
Verdict
🟡 Average
1Y Return
12.2%
3Y CAGR
19.0%
vs Category Average — Equity Scheme - Dividend Yield Fund
3Y CAGR
This fund+5.7% vs category avg
Expense Ratio (lower is better)
TER data not available
Honest Score
This fund+1.7 vs category avg
Category: Equity Scheme - Dividend Yield Fund · 22 Direct-plan funds compared · 0% are High Quality
Frequently Asked Questions
What is the BullWiser Honest Score of Tata Dividend Yield Fund?
Tata Dividend Yield Fund has a BullWiser Honest Score of 6.7/10 (AVERAGE).
The score rates the fund across four pillars: returns quality, expense ratio, risk-adjusted performance (Sharpe ratio & max drawdown), and overall fund quality (AUM, age, consistency).
What is the expense ratio of Tata Dividend Yield Fund?
The Total Expense Ratio (TER) of Tata Dividend Yield Fund Direct Plan is --.
Choosing the Direct plan saves you the distributor commission baked into Regular plans — typically 0.5–1% per year — which compounds significantly over time.
What are the returns of Tata Dividend Yield Fund?
Tata Dividend Yield Fund has delivered 12.2% 1-year returns and
19.0% 3-year CAGR. For a full NAV history and comparison with category peers,
use BullWiser's MF Analyser.
Past performance is not a guarantee of future returns.
Is Tata Dividend Yield Fund a good investment?
BullWiser rates Tata Dividend Yield Fund as AVERAGE (Honest Score 6.7/10).
Always match a fund to your own risk profile and investment horizon.
Use the MF Analyser to compare it with peers in the Equity Scheme - Dividend Yield Fund category.
How does Direct Plan differ from Regular Plan for Tata Dividend Yield Fund?
The Direct plan of Tata Dividend Yield Fund has a lower expense ratio than the Regular plan because no distributor commission is paid. On a ₹10 lakh investment over 20 years, even a 0.5% lower TER can save ₹5–10 lakh in compounded wealth. BullWiser always recommends Direct plans for cost-conscious investors.
See Full Analysis on BullWiser
NAV chart, holdings, Direct vs Regular savings, Sharpe ratio, and personalised comparison — all free.
Open in MF Analyser →Browse Equity Scheme - Dividend Yield Fund Funds
⚠️ Disclaimer: BullWiser is an independent analysis platform, not a SEBI-registered investment advisor.
Honest Scores and verdicts are algorithmic assessments based on publicly available data.
They are not buy/sell recommendations. Please consult a financial advisor before investing.
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully.