HDFC Dividend Yield Fund vs UTI compare

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tortoise-icon HDFC Dividend Yield Fund - Growth 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 HDFC Dividend Yield Fund - Growth Plan UTI-Dividend Yield Fund.-Growth
Fund HDFC Dividend Yield Fund - Growth Plan UTI-Dividend Yield Fund.-Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹5615 Cr ₹4072 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 10 Dec 2020 03 May 2005
Category Dividend Yield Dividend Yield
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 12.69% 13%
Expense Ratio 1.82 1.99
Manager Gopal Agrawal Amit Kumar Premchandani
ISIN Code INF179KC1AR9 INF789F01463
Exits Load Exit load of 1% if redeemed within 1 year./365 Exit load of 1% if redeemed less than 1 year/365

Trailing Lumpsum Returns

Scheme Name HDFC Dividend Yield Fund - Growth Plan UTI-Dividend Yield Fund.-Growth
1 Month 1.31% -5.68%
6 Month 19.55% 17.63%
1 Year 46.2% 49.09%
3 Year 25.76% 18.25%
5 Year - 21.52%

SIP Return Analysis

Scheme Name HDFC Dividend Yield Fund - Growth Plan UTI-Dividend Yield Fund.-Growth
6 Month - -
1 Year 17.52% 21.41%
3 Year 48.29% 44.88%
5 Year 59.6% 83.27%

Rolling Lumpsum Returns

Scheme Name HDFC Dividend Yield Fund - Growth Plan UTI-Dividend Yield Fund.-Growth
1 Year 25.14% 13.07%
3 Year 26.18% 13.99%
5 Year - 12.87%

Risk Management

Scheme Name HDFC Dividend Yield Fund - Growth Plan UTI-Dividend Yield Fund.-Growth
Standard Deviation 12.44% 13.05%
Sharp 1.44% 0.93%
Beta 0.93% 0.96%
Alpha 5.74% 2.19%

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Fund Managers

Scheme Name HDFC Dividend Yield Fund - Growth Plan UTI-Dividend Yield Fund.-Growth
Name Gopal Agrawal Amit Kumar Premchandani
Total AUM ₹110269 Cr ₹13572 Cr
Fund Manage 5 3
HDFC Dividend Yield Fund - Growth Plan UTI-Dividend Yield Fund.-Growth

Market Cap

Scheme Name

HDFC Dividend Yield Fund - Growth Plan

UTI-Dividend Yield Fund.-Growth

Others 1.96 2.12
Large Cap 68.28 65.78
Small Cap 23.83 19.51
Mid Cap 5.93 12.59

Sector Allocation

Scheme Name

HDFC Dividend Yield Fund - Growth Plan

UTI-Dividend Yield Fund.-Growth

Others 1.39 1.87
Telecom - Services 2.43 -
Petroleum Products 3 -
IT - Software 11.05 -
Construction 4.35 -
Finance 5.05 -
Diversified FMCG 3.06 -
Non - Ferrous Metals 0.49 -
Banks 19.99 -
Realty 0.64 -
Pharmaceuticals & Biotechnology 4.56 -
Cement & Cement Products 1.31 -
Ferrous Metals 1.16 -
Fertilizers & Agrochemicals 0.91 -
Telecom - Equipment & Accessories 1.23 -
Capital Markets 0.69 -
Retailing 0.62 -
Consumer Durables 1.1 -
Aerospace & Defense 2.67 -
Electrical Equipment 1.23 -
IT - Hardware 0.33 -
Textiles & Apparels 0.6 -
Automobiles 5.22 -
Personal Products 1.34 -
Agricultural Food & other Products 0.84 -
Insurance 1.64 3.34
Gas 1.41 -
Entertainment 1.36 -
Industrial Products 4.54 -
Oil 1.76 -
Transport Services 1.59 -
Food Products 0.73 -
Healthcare Services 1.38 -
Auto Components 0.77 -
Power 4.73 -
Transport Infrastructure 0.22 -
Consumable Fuels 1.68 -
Chemicals & Petrochemicals 0.4 -
Commercial Services & Supplies 0.43 -
Industrial Manufacturing 1.37 -
Leisure Services 0.73 -
Financial - 18.48
Energy - 16.09
Technology - 12.37
Consumer Staples - 9.88
Healthcare - 9.76
Metals & Mining - 3.1
Automobile - 7.78
Services - 2.71
Materials - 3.33
Chemicals - 2.01
Capital Goods - 6.02
Consumer Discretionary - 3.26

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