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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) ₹5983 Cr ₹3959 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 14 Dec 2020 15 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 1.81 1.99
Manager Gopal Agrawal Amit Kumar Premchandani
ISIN Code INF179KC1AR9 INF789F01463
Exits Load HDFC Dividend Yield Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 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 HDFC Dividend Yield Fund - Growth Plan UTI-Dividend Yield Fund.-Growth
1 Month 6.93% 6.32%
6 Month -14.75% -13.21%
1 Year 4.25% 13.56%
3 Year 17.44% 16.14%
5 Year - 27.04%

SIP Return Analysis

Scheme Name HDFC Dividend Yield Fund - Growth Plan UTI-Dividend Yield Fund.-Growth
6 Month -5.62% -5.2%
1 Year -12.32% -7.45%
3 Year 15.75% 19.29%
5 Year - 19.39%

Rolling Lumpsum Returns

Scheme Name HDFC Dividend Yield Fund - Growth Plan UTI-Dividend Yield Fund.-Growth
1 Year 24.83% 13.58%
3 Year 25.67% 14.16%
5 Year - 12.92%

Risk Management

Scheme Name HDFC Dividend Yield Fund - Growth Plan UTI-Dividend Yield Fund.-Growth
Standard Deviation 13.824% 13.05%
Sharp 0.824% 0.6%
Beta 0.97% 0.96%
Alpha 3.572% 2.37%

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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
Funds Managed 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 1.82 3.1
Large Cap 65.14 67.23
Small Cap 22.11 17.1
Mid Cap 10.93 12.57

Sector Allocation

Scheme Name

HDFC Dividend Yield Fund - Growth Plan

UTI-Dividend Yield Fund.-Growth

Others 1.45 3.1
Communication Services 3.87 1.3
Basic Materials 4.65 7.06
Energy 5.63 6.11
Technology 13.58 15.06
Industrials 14.99 5.54
Consumer Cyclical 10.38 9.24
Financial Services 27.46 27.99
Consumer Defensive 5.53 8.96
Healthcare 8 8.21
Utilities 4.48 7.42

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