HDFC Dividend Yield Fund vs UTI compare

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HDFC Dividend Yield Fund - Growth 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	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 Risk	Very High Risk
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

Scheme Name	HDFC Dividend Yield Fund - Growth Plan	UTI-Dividend Yield Fund.-Growth
1 Month	-4.65%	-3.47%
6 Month	-13.38%	-12.09%
1 Year	2.09%	10.84%
3 Year	17.22%	16.48%
5 Year	-	19.28%

Scheme Name	HDFC Dividend Yield Fund - Growth Plan	UTI-Dividend Yield Fund.-Growth
6 Month	-	-
1 Year	-12.58%	-4.63%
3 Year	15.16%	18.59%
5 Year	-	19.53%

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%

Scheme Name	HDFC Dividend Yield Fund - Growth Plan	UTI-Dividend Yield Fund.-Growth
Standard Deviation	13.824%	13.05%
Sharp	0.824%	0.73%
Beta	0.97%	0.94%
Alpha	3.572%	3%

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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

Scheme Name	HDFC Dividend Yield Fund - Growth Plan	UTI-Dividend Yield Fund.-Growth
Others	0.71	3.78
Large Cap	67.72	60.74
Small Cap	24.52	20.42
Mid Cap	7.05	14.87

Scheme Name	HDFC Dividend Yield Fund - Growth Plan	UTI-Dividend Yield Fund.-Growth
Others	0.71	3.78
Telecom - Services	2.57	1.15
Petroleum Products	2.54	1.26
IT - Software	11.11	13.42
Construction	3.93	-
Consumer Durables	1.96	3.49
Finance	5.16	1.47
Retailing	0.96	-
Diversified FMCG	3.26	4.42
Non - Ferrous Metals	0.47	-
Banks	18.32	17.86
Realty	0.62	-
Pharmaceuticals & Biotechnology	5.36	9.46
Automobiles	5.82	5.58
Aerospace & Defense	3.21	2.04
Cement & Cement Products	1.1	-
Ferrous Metals	0.99	2.87
Fertilizers & Agrochemicals	0.85	1.69
Telecom - Equipment & Accessories	1	-
Capital Markets	0.73	4.9
Electrical Equipment	1.84	-
IT - Hardware	0.28	-
Textiles & Apparels	0.53	-
Personal Products	1.25	3.54
Agricultural Food & other Products	1.12	1.52
Insurance	2.87	3.55
Gas	1.37	2.15
IT - Services	0.44	-
Industrial Products	3.79	1.98
Entertainment	1.38	-
Oil	0.93	2.58
Transport Services	1.43	2.27
Food Products	0.67	-
Auto Components	1.06	1.16
Healthcare Services	1.47	-
Power	4.34	5.73
Transport Infrastructure	0.21	-
Consumable Fuels	1.6	1.94
Chemicals & Petrochemicals	0.43	-
Commercial Services & Supplies	0.49	-
Industrial Manufacturing	1.28	-
Leisure Services	0.55	-