Aditya Birla Sun Life Dividend Yield Fund vs UTI compare

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Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan

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Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan

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UTI-Dividend Yield Fund.-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan	Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan	UTI-Dividend Yield Fund.-Growth
Fund	Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan	Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan	UTI-Dividend Yield Fund.-Growth
Investment Plan	Growth	Growth	Growth
Level of Risk	Very High Risk	Very High Risk	Very High Risk
Asset Size (Cr)	₹1461 Cr	₹1461 Cr	₹3959 Cr
Min Investment	₹1000	₹1000	₹5000
Min SIP Invesment	₹100	₹100	₹500
Min Addl Investment	₹1000	₹1000	₹1000
Launch Date	26 Feb 2003	26 Feb 2003	15 May 2005
Category	Dividend Yield	Dividend Yield	Dividend Yield
Fund Type	Open Ended	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	24%	24%	13%
Expense Ratio	2.21	2.21	1.99
Manager	Dhaval Gala	Dhaval Gala	Amit Kumar Premchandani
ISIN Code	INF209K01405	INF209K01405	INF789F01463
Exits Load	Aditya Birla Sun Life Dividend Yield Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365	Aditya Birla Sun Life Dividend Yield Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365	UTI Dividend Yield Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan	Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan	UTI-Dividend Yield Fund.-Growth
1 Month	-4.8%	-4.8%	-3.47%
6 Month	-12.73%	-12.73%	-12.09%
1 Year	1.68%	1.68%	10.84%
3 Year	19.38%	19.38%	16.49%
5 Year	20.46%	20.46%	19.28%

Scheme Name	Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan	Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan	UTI-Dividend Yield Fund.-Growth
6 Month	-	-	-
1 Year	-10.15%	-10.15%	-4.61%
3 Year	18.63%	18.63%	18.84%
5 Year	21.35%	21.35%	19.85%

Scheme Name	Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan	Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan	UTI-Dividend Yield Fund.-Growth
1 Year	16.21%	16.21%	13.58%
3 Year	16.62%	16.62%	14.16%
5 Year	13.35%	13.35%	12.92%

Scheme Name	Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan	Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan	UTI-Dividend Yield Fund.-Growth
Standard Deviation	13.72%	13.72%	13.05%
Sharp	0.87%	0.87%	0.73%
Beta	1%	1%	0.94%
Alpha	5.08%	5.08%	3%

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Scheme Name	Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan	Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan	UTI-Dividend Yield Fund.-Growth
Name	Dhaval Gala	Dhaval Gala	Amit Kumar Premchandani
Total AUM	₹23597 Cr	₹23597 Cr	₹13572 Cr
Fund Manage	7	7	3
	Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan	Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan	UTI-Dividend Yield Fund.-Growth

Scheme Name	Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan	Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan	UTI-Dividend Yield Fund.-Growth
Others	8.12	8.12	3.78
Small Cap	26.51	26.51	20.42
Large Cap	55	55	60.74
Mid Cap	10.41	10.41	14.87

Scheme Name	Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan	Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan	UTI-Dividend Yield Fund.-Growth
Others	8.12	8.12	3.78
Gas	2.09	2.09	2.15
IT - Software	15.89	15.89	13.42
Banks	8.6	8.6	17.86
Petroleum Products	2.95	2.95	1.26
Diversified FMCG	5.74	5.74	4.42
Pharmaceuticals & Biotechnology	2.2	2.2	9.46
Aerospace & Defense	2.98	2.98	2.04
Ferrous Metals	0.4	0.4	2.87
Automobiles	4.89	4.89	5.58
Paper, Forest & Jute Products	0.38	0.38	-
Finance	4.08	4.08	1.47
Agricultural Food & other Products	0.87	0.87	1.52
Telecom - Services	0.71	0.71	1.15
Consumer Durables	1.4	1.4	3.49
Diversified Metals	1.02	1.02	-
Oil	2	2	2.58
Food Products	1.04	1.04	-
Realty	1.63	1.63	-
Textiles & Apparels	1.81	1.81	-
Fertilizers & Agrochemicals	2.51	2.51	1.69
Capital Markets	8.22	8.22	4.9
Power	9.67	9.67	5.73
Consumable Fuels	2.93	2.93	1.94
Personal Products	0.94	0.94	3.54
Minerals & Mining	2.47	2.47	-
Transport Services	0.38	0.38	2.27
Industrial Products	1.48	1.48	1.98
Commercial Services & Supplies	2.64	2.64	-
Insurance	-	-	3.55
Auto Components	-	-	1.16