- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
Aditya Birla Sun Life Dividend Yield Fund vs UTI compare
Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan
Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan
UTI-Dividend Yield Fund.-Growth
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan | UTI-Dividend Yield Fund.-Growth |
|---|---|---|---|
| Fund | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan | UTI-Dividend Yield Fund.-Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Very High | Very High | Very High |
| Asset Size (Cr) | ₹1461 Cr | ₹1461 Cr | ₹3959 Cr |
| Min Investment | ₹1000 | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 | ₹1000 |
| Launch Date | 26 Feb 2003 | 26 Feb 2003 | 15 May 2005 |
| Category | Dividend Yield | Dividend Yield | Dividend Yield |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 24% | 24% | 13% |
| Expense Ratio | 2.21 | 2.21 | 1.99 |
| Manager | Dhaval Gala | Dhaval Gala | Amit Kumar Premchandani |
| ISIN Code | INF209K01405 | INF209K01405 | INF789F01463 |
| Exits Load | Aditya Birla Sun Life Dividend Yield Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | Aditya Birla Sun Life Dividend Yield Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 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 | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan | UTI-Dividend Yield Fund.-Growth |
|---|---|---|---|
| 1 Month | 5.88% | 5.88% | 5.81% |
| 6 Month | -3.04% | -3.04% | -0.54% |
| 1 Year | 5.46% | 5.46% | 13.52% |
| 3 Year | 23.93% | 23.93% | 21.52% |
| 5 Year | 27.37% | 27.37% | 25.93% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan | UTI-Dividend Yield Fund.-Growth |
|---|---|---|---|
| 6 Month | -3.7% | -3.7% | -0.89% |
| 1 Year | -14.93% | -14.93% | -8% |
| 3 Year | 14.64% | 14.64% | 17.76% |
| 5 Year | 17.93% | 17.93% | 17.88% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan | UTI-Dividend Yield Fund.-Growth |
|---|---|---|---|
| 1 Year | 16.21% | 16.21% | 13.58% |
| 3 Year | 16.62% | 16.62% | 14.16% |
| 5 Year | 13.35% | 13.35% | 12.92% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan | UTI-Dividend Yield Fund.-Growth |
|---|---|---|---|
| Standard Deviation | 13.72% | 13.72% | 13.05% |
| Sharp | 0.83% | 0.83% | 0.8% |
| Beta | 0.97% | 0.97% | 0.94% |
| Alpha | 3.55% | 3.55% | 2.76% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| Scheme Name | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan | UTI-Dividend Yield Fund.-Growth |
|---|---|---|---|
| Name | Dhaval Gala | Dhaval Gala | Amit Kumar Premchandani |
| Total AUM | ₹23597 Cr | ₹23597 Cr | ₹13572 Cr |
| Funds Managed | 7 | 7 | 3 |
| Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan | UTI-Dividend Yield Fund.-Growth |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan |
Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan |
UTI-Dividend Yield Fund.-Growth |
|---|---|---|---|
| Others | 11.04 | 12.18 | 3.1 |
| Small Cap | 19.23 | 20.31 | 16.73 |
| Large Cap | 63.63 | 58.02 | 69.63 |
| Mid Cap | 7.23 | 9.48 | 10.57 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan |
Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan |
UTI-Dividend Yield Fund.-Growth |
|---|---|---|---|
| Others | 11.04 | 4.91 | 3.1 |
| Gas | 2 | - | 2.34 |
| IT - Software | 16.52 | - | 12.63 |
| Banks | 8.01 | - | 21.59 |
| Petroleum Products | 2.97 | - | 1.63 |
| Diversified FMCG | 10.25 | - | 4.01 |
| Pharmaceuticals & Biotechnology | 2.33 | - | 7.1 |
| Aerospace & Defense | 3.37 | - | 2.19 |
| Automobiles | 4.24 | - | 6.34 |
| Finance | 5.14 | - | 1.61 |
| Agricultural Food & other Products | 0.83 | - | 1.18 |
| Telecom - Services | 0.71 | - | 1.35 |
| Diversified Metals | 2.11 | - | 2.08 |
| Oil | 2.03 | - | 2.51 |
| Food Products | 2.18 | - | - |
| Realty | 1.18 | - | - |
| Textiles & Apparels | 1.43 | - | - |
| Fertilizers & Agrochemicals | 1.68 | - | - |
| Capital Markets | 4.89 | - | 2.79 |
| Consumer Durables | 0.56 | - | 3.81 |
| Power | 7.83 | - | 5.72 |
| Consumable Fuels | 3.08 | - | 2.27 |
| Personal Products | 1.05 | - | 3.72 |
| Minerals & Mining | 2.16 | - | - |
| Industrial Products | 1.05 | - | 1.45 |
| Commercial Services & Supplies | 2.49 | - | - |
| Consumer Defensive | - | 13.22 | - |
| Consumer Cyclical | - | 9.47 | - |
| Technology | - | 20.67 | - |
| Utilities | - | 10.05 | - |
| Financial Services | - | 16.61 | - |
| Energy | - | 7.63 | - |
| Healthcare | - | 2.31 | - |
| Industrials | - | 7.25 | - |
| Communication Services | - | 0.71 | - |
| Basic Materials | - | 5.79 | - |
| Real Estate | - | 1.38 | - |
| Transport Services | - | - | 1.79 |
| Ferrous Metals | - | - | 2.84 |
| Healthcare Services | - | - | 1.02 |
| Insurance | - | - | 3.38 |
| Auto Components | - | - | 1.02 |
| Retailing | - | - | 0.56 |
Top Comparisons
ICICI Prudential Money Market Fund Option - Growth
3Y Returns7.32%
Nippon India Money Market Fund-Growth Plan-Growth Option
3Y Returns7.36%
Tata Arbitrage Fund-Regular Plan-Growth
3Y Returns6.64%
Axis Arbitrage Fund - Regular Plan - Growth
3Y Returns6.53%
ICICI Prudential Short Term Fund - Growth Option
3Y Returns7.9%
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
3Y Returns7.55%
SBI Dynamic Bond Fund - Regular Plan - Growth
3Y Returns8.43%
Canara Robeco Dynamic Bond Fund - Regular Plan - Growth Option
3Y Returns7.3%
