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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 | 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 | 0.64% | 0.64% | 2.32% |
| 6 Month | -9.62% | -9.62% | -5.12% |
| 1 Year | 0.35% | 0.35% | 11.61% |
| 3 Year | 19.22% | 19.22% | 18.08% |
| 5 Year | 25.17% | 25.17% | 24.26% |
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 | -2.6% | -2.6% | -0.13% |
| 1 Year | -12.28% | -12.28% | -5.12% |
| 3 Year | 17.04% | 17.04% | 19.79% |
| 5 Year | 19.46% | 19.46% | 19.25% |
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 | 0.67% | 0.67% | 0.58% |
| Beta | 0.99% | 0.99% | 0.95% |
| Alpha | 3.6% | 3.6% | 2.06% |
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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 | 9.29 | 12.18 | 3.1 |
| Small Cap | 19.48 | 20.31 | 17.1 |
| Large Cap | 61.63 | 58.02 | 67.23 |
| Mid Cap | 9.36 | 9.48 | 12.57 |
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 | 9.29 | 4.91 | 4.86 |
| Gas | 1.87 | - | - |
| IT - Software | 17.77 | - | - |
| Banks | 7.53 | - | - |
| Petroleum Products | 2.85 | - | - |
| Diversified FMCG | 10.39 | - | - |
| Pharmaceuticals & Biotechnology | 2.25 | - | - |
| Aerospace & Defense | 2.79 | - | - |
| Automobiles | 4.43 | - | - |
| Finance | 4.85 | - | - |
| Agricultural Food & other Products | 0.7 | - | - |
| Telecom - Services | 0.72 | - | - |
| Diversified Metals | 1.88 | - | - |
| Oil | 1.95 | - | - |
| Food Products | 2.84 | - | - |
| Realty | 1.17 | - | - |
| Textiles & Apparels | 1.51 | - | - |
| Fertilizers & Agrochemicals | 1.73 | - | - |
| Capital Markets | 4.74 | - | - |
| Consumer Durables | 0.81 | - | - |
| Power | 8.2 | - | - |
| Consumable Fuels | 2.99 | - | - |
| Personal Products | 1.01 | - | - |
| Minerals & Mining | 2.05 | - | - |
| Industrial Products | 0.85 | - | - |
| Commercial Services & Supplies | 2.59 | - | - |
| Consumer Defensive | - | 13.22 | 8.96 |
| Consumer Cyclical | - | 9.47 | 9.24 |
| Technology | - | 20.67 | 15.06 |
| Utilities | - | 10.05 | 7.42 |
| Financial Services | - | 16.61 | 26.23 |
| Energy | - | 7.63 | 6.11 |
| Healthcare | - | 2.31 | 8.21 |
| Industrials | - | 7.25 | 5.54 |
| Communication Services | - | 0.71 | 1.3 |
| Basic Materials | - | 5.79 | 7.06 |
| Real Estate | - | 1.38 | - |
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