Aditya Birla Sun Life Dividend Yield Fund vs UTI compare

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

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

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tortoise-icon 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 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

Trailing Lumpsum Returns

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 1.11% 1.11% -0.15%
6 Month 2.1% 2.1% 3.3%
1 Year 23.77% 23.77% 28.98%
3 Year 22.39% 22.39% 19.09%
5 Year 22.96% 22.96% 21.53%

SIP Return Analysis

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 14.85% 14.85% 16.1%
3 Year 28.41% 28.41% 25.45%
5 Year 26.98% 26.98% 23.87%

Rolling Lumpsum Returns

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%

Risk Management

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 1.07% 1.07% 0.9%
Beta 1% 1% 0.95%
Alpha 5.67% 5.67% 3.09%

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Fund Managers

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

Market Cap

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

Sector Allocation

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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