UTI vs Tata Dividend Yield Fund compare
Tata Dividend Yield Fund-Regular Plan-Growth
UTI-Dividend Yield Fund.-Growth
Chart Comparison
| Scheme Name | Tata Dividend Yield Fund-Regular Plan-Growth | UTI-Dividend Yield Fund.-Growth |
|---|---|---|
| Fund | Tata 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) | ₹998 Cr | ₹4072 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 20 May 2021 | 03 May 2005 |
| Category | Dividend Yield | Dividend Yield |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Div Opps 50 TRI | NIFTY 500 TRI |
| Turn Over | 75.41% | 13% |
| Expense Ratio | 2.17 | 1.99 |
| Manager | Sailesh Jain | Amit Kumar Premchandani |
| ISIN Code | INF277K018Z2 | INF789F01463 |
| Exits Load | For units in excess of 12% of the investment,1% will be charged for redemption within 365 days/365 | Exit load of 1% if redeemed less than 1 year/365 |
| Scheme Name | Tata Dividend Yield Fund-Regular Plan-Growth | UTI-Dividend Yield Fund.-Growth |
|---|---|---|
| 1 Month | 0.47% | 4.23% |
| 6 Month | 17.89% | 30.85% |
| 1 Year | 39.05% | 49.94% |
| 3 Year | 20.07% | 20.03% |
| 5 Year | - | 24.11% |
| Scheme Name | Tata Dividend Yield Fund-Regular Plan-Growth | UTI-Dividend Yield Fund.-Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 17.98% | 21.41% |
| 3 Year | 43.8% | 44.88% |
| 5 Year | 45.4% | 83.27% |
| Scheme Name | Tata Dividend Yield Fund-Regular Plan-Growth | UTI-Dividend Yield Fund.-Growth |
|---|---|---|
| 1 Year | 18.86% | 24.15% |
| 3 Year | 50.8% | 59.64% |
| 5 Year | 51% | 90.11% |
| Scheme Name | Tata Dividend Yield Fund-Regular Plan-Growth | UTI-Dividend Yield Fund.-Growth |
|---|---|---|
| Standard Deviation | 13.11% | 13.05% |
| Sharp | 1.06% | 0.98% |
| Beta | 0.83% | 0.95% |
| Alpha | -2.6% | 2.43% |
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| Scheme Name | Tata Dividend Yield Fund-Regular Plan-Growth | UTI-Dividend Yield Fund.-Growth |
|---|---|---|
| Name | Sailesh Jain | Amit Kumar Premchandani |
| Total AUM | ₹17041 Cr | ₹13572 Cr |
| Fund Manage | 7 | 3 |
| Tata Dividend Yield Fund-Regular Plan-Growth | UTI-Dividend Yield Fund.-Growth |
| Scheme Name |
Tata Dividend Yield Fund-Regular Plan-Growth |
UTI-Dividend Yield Fund.-Growth |
|---|---|---|
| Others | 5.38 | 2.12 |
| Large Cap | 51.91 | 65.78 |
| Small Cap | 19.37 | 19.51 |
| Mid Cap | 23.34 | 12.59 |
| Scheme Name |
Tata Dividend Yield Fund-Regular Plan-Growth |
UTI-Dividend Yield Fund.-Growth |
|---|---|---|
| Others | 3.14 | 1.87 |
| Energy | 11.78 | 16.09 |
| Technology | 5.88 | 12.37 |
| Consumer Staples | 6.23 | 9.88 |
| Healthcare | 3.29 | 9.76 |
| Materials | 3.21 | 3.33 |
| Construction | 5.36 | - |
| Financial | 26.57 | 18.48 |
| Metals & Mining | 2.95 | 3.1 |
| Chemicals | 3.31 | 2.01 |
| Services | 5.31 | 2.71 |
| Capital Goods | 17.48 | 6.02 |
| Consumer Discretionary | 1.69 | 3.26 |
| Automobile | 3.45 | 7.78 |
| Unclassified | 0.35 | - |
| Insurance | - | 3.34 |
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