NFO Monitor

Fund Fact

Name of Funds:

TATA Dividend Yield Fund

Opening:

3rd May 2021

Closing:

17th May 2021

Minimum Investment:

Plan:

Options:

Entry Load:

Exit Load:

Fund Stats

Objective:

The scheme aims to provide long-term capital growth and regular income by investing in equity shares of companies with a relatively high dividend yield.

Benchmark:

Fund Manager:

Asset Allocation

Comparable existing schemes

Fund Prognosis

Idea Distiller

Targets companies that combine steady dividend payouts with the potential for capital appreciation, rather than pure growth stocks.

Fund House AAUM:
Fund Manager:

Scheme DNA 4 fundamentals

Uniqueness

Return

Risk

Operability

Oomph Factor

A middle-ground option for investors wanting some income alongside equity growth exposure.

We provide a range of tools and financial know-how that can help you make the most of your short-term and long-term investment goals.

Important Links

Fund

Snapshot

Company

Registered with AMFI AMFI Registration No: 2654 Initial Registration Date: 19th March 2003 Validity: 14th May 2025 to 23rd May 2028