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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) | ₹1432 Cr | ₹1432 Cr | ₹3794 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 | 1.83% | 1.83% | 2.5% |
| 6 Month | 9.24% | 9.24% | 12.69% |
| 1 Year | -7.91% | -7.91% | -4.67% |
| 3 Year | 19.19% | 19.19% | 19.17% |
| 5 Year | 22.35% | 22.35% | 21.74% |
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 | 1.77% | 1.77% | 3.81% |
| 1 Year | 1.53% | 1.53% | 8.19% |
| 3 Year | 14.22% | 14.22% | 18.49% |
| 5 Year | 17.3% | 17.3% | 17.8% |
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 | 0.89% | 0.89% | 0.93% |
| Beta | 1% | 1% | 0.94% |
| Alpha | 3.6% | 3.6% | 3.91% |
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 | 9.93 | 9.93 | 5.38 |
| Small Cap | 22.87 | 22.87 | 18.23 |
| Large Cap | 60.51 | 60.51 | 67.04 |
| Mid Cap | 6.7 | 6.7 | 9.35 |
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 | 2.72 | 2.72 | 3.22 |
| Consumer Defensive | 16.39 | 16.39 | 6.87 |
| Consumer Cyclical | 8.06 | 8.06 | 11.67 |
| Technology | 16.9 | 16.9 | 13.1 |
| Utilities | 9.45 | 9.45 | 6.89 |
| Financial Services | 21.59 | 21.59 | 28.78 |
| Energy | 7.33 | 7.33 | 6.29 |
| Healthcare | 2.24 | 2.24 | 9.06 |
| Industrials | 7.22 | 7.22 | 6.36 |
| Communication Services | 0.74 | 0.74 | 2.36 |
| Basic Materials | 6.38 | 6.38 | 3.96 |
| Real Estate | 0.98 | 0.98 | 1.43 |
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