Aditya Birla Sun Life Dividend Yield Fund vs UTI compare
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
Chart Comparison
| 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 | Very High | Very High |
| Asset Size (Cr) | ₹1540 Cr | ₹1540 Cr | ₹4198 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 | 2 |
| 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 | -4.03% | -4.03% | -3.08% |
| 6 Month | -5.46% | -5.46% | -3.95% |
| 1 Year | 10.84% | 10.84% | 19.55% |
| 3 Year | 19.43% | 19.43% | 16.37% |
| 5 Year | 20.7% | 20.7% | 20.15% |
| 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 | 0.17% | 0.17% | 6.8% |
| 3 Year | 22.98% | 22.98% | 22.66% |
| 5 Year | 23.79% | 23.79% | 22.11% |
| 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 | 16.13% | 16.13% | 13.16% |
| 3 Year | 16.49% | 16.49% | 14.01% |
| 5 Year | 13.22% | 13.22% | 12.87% |
| 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 |
|---|---|---|---|
| Standard Deviation | 13.72% | 13.72% | 13.05% |
| Sharp | 0.88% | 0.88% | 0.69% |
| Beta | 1% | 1% | 0.95% |
| Alpha | 4.63% | 4.63% | 1.9% |
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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 |
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