SBI Dividend Yield Fund vs UTI compare
SBI Dividend Yield Fund - Regular Plan - Growth
UTI-Dividend Yield Fund.-Growth
Chart Comparison
| 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 | Very High |
| Asset Size (Cr) | ₹8365 Cr | ₹4072 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 05 Mar 2023 | 03 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 | 1.79 | 1.99 |
| Manager | Rohit Shimpi | Amit Kumar Premchandani |
| ISIN Code | INF200KA11W9 | INF789F01463 |
| Exits Load | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365 | Exit load of 1% if redeemed less than 1 year/365 |
| Scheme Name | SBI Dividend Yield Fund - Regular Plan - Growth | UTI-Dividend Yield Fund.-Growth |
|---|---|---|
| 1 Month | 0.93% | 4.23% |
| 6 Month | 18.4% | 30.85% |
| 1 Year | 41.36% | 49.94% |
| 3 Year | - | 20.03% |
| 5 Year | - | 24.11% |
| Scheme Name | SBI Dividend Yield Fund - Regular Plan - Growth | UTI-Dividend Yield Fund.-Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 17.31% | 21.41% |
| 3 Year | 23.41% | 44.88% |
| 5 Year | 23.41% | 83.27% |
| Scheme Name | SBI Dividend Yield Fund - Regular Plan - Growth | UTI-Dividend Yield Fund.-Growth |
|---|---|---|
| 1 Year | 23.79% | 24.15% |
| 3 Year | 26.09% | 59.64% |
| 5 Year | 26.09% | 90.11% |
| Scheme Name | SBI Dividend Yield Fund - Regular Plan - Growth | UTI-Dividend Yield Fund.-Growth |
|---|---|---|
| Standard Deviation | - | 13.05% |
| Sharp | - | 0.98% |
| Beta | - | 0.95% |
| Alpha | - | 2.43% |
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| 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 |
| Scheme Name |
SBI Dividend Yield Fund - Regular Plan - Growth |
UTI-Dividend Yield Fund.-Growth |
|---|---|---|
| Others | 10.33 | 2.12 |
| Large Cap | 64.29 | 65.78 |
| Mid Cap | 18.68 | 12.59 |
| Small Cap | 6.7 | 19.51 |
| Scheme Name |
SBI Dividend Yield Fund - Regular Plan - Growth |
UTI-Dividend Yield Fund.-Growth |
|---|---|---|
| Others | 5.07 | 1.87 |
| IT - Software | 13.83 | - |
| IT - Services | 1.88 | - |
| Transport Services | 1.76 | - |
| Construction | 4.97 | - |
| Banks | 14.55 | - |
| Diversified FMCG | 5.06 | - |
| Realty | 3.79 | - |
| Ferrous Metals | 1.39 | - |
| Transport Infrastructure | 1.47 | - |
| Automobiles | 10.06 | - |
| Capital Markets | 2.89 | - |
| Gas | 3.12 | - |
| Non - Ferrous Metals | 1.12 | - |
| Oil | 2.75 | - |
| Food Products | 1.22 | - |
| Personal Products | 1.87 | - |
| Industrial Products | 6.35 | - |
| Pharmaceuticals & Biotechnology | 2.52 | - |
| Auto Components | 4.2 | - |
| Cement & Cement Products | 1.32 | - |
| Power | 5.4 | - |
| Insurance | 1.58 | 3.34 |
| Finance | 1.83 | - |
| 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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