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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 | Dividend | Dividend | Dividend |
| Level of Risk | Very High | Very High | Very High |
| Asset Size (Cr) | ₹1524 Cr | ₹1524 Cr | ₹4127 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 | -3.85% | -3.85% | -1.99% |
| 6 Month | 0.51% | 0.51% | 3.69% |
| 1 Year | -8.7% | -8.7% | -3.82% |
| 3 Year | 20.87% | 20.87% | 19.89% |
| 5 Year | 22.95% | 22.95% | 21.75% |
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 | 3.2% | 3.2% | 4.35% |
| 1 Year | -2.23% | -2.23% | 2.94% |
| 3 Year | 16.31% | 16.31% | 19.64% |
| 5 Year | 18.84% | 18.84% | 18.84% |
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 | 15.54% | 15.54% | 13.03% |
| 3 Year | 16.81% | 16.81% | 14.39% |
| 5 Year | 13.55% | 13.55% | 13.05% |
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 | 1.3% | 1.3% | 1.24% |
| Beta | 0.97% | 0.97% | 0.92% |
| Alpha | 3.88% | 3.88% | 2.8% |
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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 | 9.41 | 9.41 | 3.13 |
| Small Cap | 23.39 | 23.39 | 18.6 |
| Large Cap | 60.97 | 60.97 | 68.64 |
| Mid Cap | 6.22 | 6.22 | 9.63 |
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 | 2.04 | 2.04 | 2.45 |
| Consumer Defensive | 15.25 | 15.25 | 6.9 |
| Consumer Cyclical | 7.69 | 7.69 | 11.82 |
| Technology | 18.34 | 18.34 | 14.27 |
| Utilities | 9.72 | 9.72 | 7.71 |
| Financial Services | 20.83 | 20.83 | 28.94 |
| Energy | 7.82 | 7.82 | 6.26 |
| Healthcare | 2.35 | 2.35 | 8.9 |
| Industrials | 7.84 | 7.84 | 7.11 |
| Communication Services | 0.83 | 0.83 | 1.7 |
| Basic Materials | 6.04 | 6.04 | 3.93 |
| Real Estate | 1.26 | 1.26 | - |
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