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SBI Dividend Yield Fund vs UTI compare
SBI Dividend Yield Fund - Regular Plan - Growth
UTI-Dividend Yield Fund.-Growth
Chart Comparison
Overview
| Scheme Name | SBI Dividend Yield Fund - Regular Plan - Growth | UTI-Dividend Yield Fund.-Growth |
|---|---|---|
| Fund | SBI Dividend Yield Fund - Regular Plan - Growth | UTI-Dividend Yield Fund.-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High Risk | Very High Risk |
| Asset Size (Cr) | ₹9206 Cr | ₹3959 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 14 Mar 2023 | 15 May 2005 |
| Category | Dividend Yield | Dividend Yield |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 3.53% | 13% |
| Expense Ratio | 1.78 | 1.99 |
| Manager | Rohit Shimpi | Amit Kumar Premchandani |
| ISIN Code | INF200KA11W9 | INF789F01463 |
| Exits Load | SBI 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 | SBI Dividend Yield Fund - Regular Plan - Growth | UTI-Dividend Yield Fund.-Growth |
|---|---|---|
| 1 Month | -3.31% | -3.47% |
| 6 Month | -11.76% | -12.09% |
| 1 Year | 3.9% | 10.84% |
| 3 Year | - | 16.48% |
| 5 Year | - | 19.28% |
SIP Return Analysis
| Scheme Name | SBI Dividend Yield Fund - Regular Plan - Growth | UTI-Dividend Yield Fund.-Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | -9.9% | -4.63% |
| 3 Year | - | 18.59% |
| 5 Year | - | 19.53% |
Rolling Lumpsum Returns
| Scheme Name | SBI Dividend Yield Fund - Regular Plan - Growth | UTI-Dividend Yield Fund.-Growth |
|---|---|---|
| 1 Year | 34.63% | 13.58% |
| 3 Year | - | 14.16% |
| 5 Year | - | 12.92% |
Risk Management
| Scheme Name | SBI Dividend Yield Fund - Regular Plan - Growth | UTI-Dividend Yield Fund.-Growth |
|---|---|---|
| Standard Deviation | - | 13.05% |
| Sharp | - | 0.73% |
| Beta | - | 0.94% |
| Alpha | - | 3% |
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Fund Managers
| Scheme Name | SBI Dividend Yield Fund - Regular Plan - Growth | UTI-Dividend Yield Fund.-Growth |
|---|---|---|
| Name | Rohit Shimpi | Amit Kumar Premchandani |
| Total AUM | ₹15441 Cr | ₹13572 Cr |
| Fund Manage | 6 | 3 |
| SBI Dividend Yield Fund - Regular Plan - Growth | UTI-Dividend Yield Fund.-Growth |
Market Cap
| Scheme Name |
SBI Dividend Yield Fund - Regular Plan - Growth |
UTI-Dividend Yield Fund.-Growth |
|---|---|---|
| Others | 10.33 | 3.78 |
| Large Cap | 64.29 | 60.74 |
| Mid Cap | 18.68 | 14.87 |
| Small Cap | 6.7 | 20.42 |
Sector Allocation
| Scheme Name |
SBI Dividend Yield Fund - Regular Plan - Growth |
UTI-Dividend Yield Fund.-Growth |
|---|---|---|
| Others | 5.07 | 3.78 |
| IT - Software | 13.83 | 13.42 |
| IT - Services | 1.88 | - |
| Transport Services | 1.76 | 2.27 |
| Construction | 4.97 | - |
| Banks | 14.55 | 17.86 |
| Diversified FMCG | 5.06 | 4.42 |
| Realty | 3.79 | - |
| Ferrous Metals | 1.39 | 2.87 |
| Transport Infrastructure | 1.47 | - |
| Automobiles | 10.06 | 5.58 |
| Capital Markets | 2.89 | 4.9 |
| Gas | 3.12 | 2.15 |
| Non - Ferrous Metals | 1.12 | - |
| Oil | 2.75 | 2.58 |
| Food Products | 1.22 | - |
| Personal Products | 1.87 | 3.54 |
| Industrial Products | 6.35 | 1.98 |
| Pharmaceuticals & Biotechnology | 2.52 | 9.46 |
| Auto Components | 4.2 | 1.16 |
| Cement & Cement Products | 1.32 | - |
| Power | 5.4 | 5.73 |
| Insurance | 1.58 | 3.55 |
| Finance | 1.83 | 1.47 |
| Petroleum Products | - | 1.26 |
| Consumer Durables | - | 3.49 |
| Fertilizers & Agrochemicals | - | 1.69 |
| Agricultural Food & other Products | - | 1.52 |
| Aerospace & Defense | - | 2.04 |
| Telecom - Services | - | 1.15 |
| Consumable Fuels | - | 1.94 |
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