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UTI vs SBI Dividend Yield Fund 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 | Very High |
| 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 | 2.22% | 2.31% |
| 6 Month | -6.49% | -6.19% |
| 1 Year | 4.99% | 13.89% |
| 3 Year | - | 17.19% |
| 5 Year | - | 25.36% |
SIP Return Analysis
| Scheme Name | SBI Dividend Yield Fund - Regular Plan - Growth | UTI-Dividend Yield Fund.-Growth |
|---|---|---|
| 6 Month | -2.24% | -1.95% |
| 1 Year | -10.05% | -7.21% |
| 3 Year | - | 18.86% |
| 5 Year | - | 18.82% |
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 | - | 0.58% |
| Beta | - | 0.95% |
| Alpha | - | 2.06% |
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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 |
| Funds Managed | 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 | 9.12 | 3.1 |
| Large Cap | 66.32 | 67.23 |
| Mid Cap | 17.51 | 12.57 |
| Small Cap | 7.05 | 17.1 |
Sector Allocation
| Scheme Name |
SBI Dividend Yield Fund - Regular Plan - Growth |
UTI-Dividend Yield Fund.-Growth |
|---|---|---|
| Others | 6.14 | 4.86 |
| Technology | 18.39 | 15.06 |
| Industrials | 10.46 | 5.54 |
| Financial Services | 17.9 | 26.23 |
| Energy | 4.53 | 6.11 |
| Consumer Defensive | 9.92 | 8.96 |
| Consumer Cyclical | 12.14 | 9.24 |
| Basic Materials | 4.36 | 7.06 |
| Real Estate | 2.86 | - |
| Healthcare | 5.47 | 8.21 |
| Utilities | 7.83 | 7.42 |
| Communication Services | - | 1.3 |
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