Tata Dividend Yield Fund-Regular Plan-IDCW Reinvestment

Tata Dividend Yield Fund-Regular Plan-IDCW Reinvestment is a scheme launched by Tata Mutual Fund on May 20, 2021, and falls under the Dividend Yield fund category. It currently manages an AUM of Rs 941.82 crore. The fund permits investments with a minimum SIP of Rs 100 and a lump sum of Rs 5000. It charges an expense ratio of 2.21% for managing the portfolio.

• Investing Strategy:

  The investment objective is to provide capital appreciation and/or dividend distribution by investing predominantly in a well-diversified portfolio of equity and equity related instruments of dividend yielding companies.

• Performance:

  Tata Dividend Yield Fund-Regular Plan-IDCW Reinvestment trailing returns over different times are -4.18% (1 year), 15.98% (3 year) and 0% (5 year). The average annual return of this fund stands at 3.27%.