Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

HDFC Dividend Yield Fund vs UTI compare

Link copied to clipboard!

tortoise-icon HDFC Dividend Yield Fund - Growth Plan

Invest Now

tortoise-icon UTI-Dividend Yield Fund.-Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name HDFC Dividend Yield Fund - Growth Plan UTI-Dividend Yield Fund.-Growth
Fund HDFC Dividend Yield Fund - Growth Plan UTI-Dividend Yield Fund.-Growth
Investment Plan Dividend Dividend
Level of Risk Very High Very High
Asset Size (Cr) ₹6379 Cr ₹4010 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 14 Dec 2020 15 May 2005
Category Dividend Yield Dividend Yield
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 12.69% 13%
Expense Ratio 1.81 1.99
Manager Gopal Agrawal Amit Kumar Premchandani
ISIN Code INF179KC1AR9 INF789F01463
Exits Load HDFC Dividend Yield Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 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 HDFC Dividend Yield Fund - Growth Plan UTI-Dividend Yield Fund.-Growth
1 Month 2.43% 2.74%
6 Month 3.06% 3.73%
1 Year -0.17% 4.18%
3 Year 23.2% 23.24%
5 Year - 23.62%

SIP Return Analysis

Scheme Name HDFC Dividend Yield Fund - Growth Plan UTI-Dividend Yield Fund.-Growth
6 Month 9.84% 8.93%
1 Year 9.1% 8.44%
3 Year 18.62% 21.5%
5 Year - 19.86%

Rolling Lumpsum Returns

Scheme Name HDFC Dividend Yield Fund - Growth Plan UTI-Dividend Yield Fund.-Growth
1 Year 22.91% 13.31%
3 Year 24.45% 14.3%
5 Year - 13.01%

Risk Management

Scheme Name HDFC Dividend Yield Fund - Growth Plan UTI-Dividend Yield Fund.-Growth
Standard Deviation 14.12% 13.05%
Sharp 1.17% 0.97%
Beta 0.98% 0.93%
Alpha 2.64% 2.46%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name HDFC Dividend Yield Fund - Growth Plan UTI-Dividend Yield Fund.-Growth
Name Gopal Agrawal Amit Kumar Premchandani
Total AUM ₹110269 Cr ₹13572 Cr
Funds Managed 5 3
HDFC Dividend Yield Fund - Growth Plan UTI-Dividend Yield Fund.-Growth

Market Cap

Scheme Name

HDFC Dividend Yield Fund - Growth Plan

UTI-Dividend Yield Fund.-Growth

Others 4.18 3.07
Large Cap 63.62 69.16
Small Cap 21.6 18.57
Mid Cap 10.61 9.2

Sector Allocation

Scheme Name

HDFC Dividend Yield Fund - Growth Plan

UTI-Dividend Yield Fund.-Growth

Others 1.76 3.07
Financial Services 28.7 28.07
Communication Services 5.8 1.62
Basic Materials 4.67 3.95
Energy 5.86 6.35
Industrials 14.17 7.21
Technology 11.1 13.96
Consumer Cyclical 9.78 11.98
Consumer Defensive 5.27 7.17
Real Estate 0.6 -
Healthcare 7.81 9
Utilities 4.48 7.61

Top Comparisons

NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH

3Y Returns5.92%

VS

NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH

3Y Returns5.92%

Compare Now

Nippon India Gold Savings Fund-Growth plan- Growth Option Nippon India Gold Savings Fund-Growth plan- Growth Option

3Y Returns22.25%

VS

Aditya Birla Sun Life Gold Fund-Growth Aditya Birla Sun Life Gold Fund-Growth

3Y Returns22.2%

Compare Now

Invesco India Liquid Fund - Bonus Option Invesco India Liquid Fund - Bonus Option

3Y Returns6.41%

VS

Baroda BNP Paribas LIQUID FUND - Regular Plan - GROWTH OPTION Baroda BNP Paribas LIQUID FUND - Regular Plan - GROWTH OPTION

3Y Returns6.93%

Compare Now

Aditya Birla Sun Life Overnight Fund-Regular Plan-Growth Aditya Birla Sun Life Overnight Fund-Regular Plan-Growth

3Y Returns6.33%

VS

LIC MF Overnight Fund Regular - Growth LIC MF Overnight Fund Regular - Growth

3Y Returns6.31%

Compare Now
Add to Cart Successfully