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HDFC Dividend Yield Fund vs UTI compare
HDFC Dividend Yield Fund - Growth Plan
UTI-Dividend Yield Fund.-Growth
Chart Comparison
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) | ₹6243 Cr | ₹3936 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 | -1.32% | -0.02% |
| 6 Month | 0.32% | 2.31% |
| 1 Year | 2.81% | 4.76% |
| 3 Year | 18.46% | 21.28% |
| 5 Year | 20.13% | 18.6% |
SIP Return Analysis
| Scheme Name | HDFC Dividend Yield Fund - Growth Plan | UTI-Dividend Yield Fund.-Growth |
|---|---|---|
| 6 Month | 1.26% | 2.67% |
| 1 Year | 9.19% | 11.65% |
| 3 Year | 12.4% | 15.99% |
| 5 Year | 16.17% | 16.63% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Dividend Yield Fund - Growth Plan | UTI-Dividend Yield Fund.-Growth |
|---|---|---|
| 1 Year | 18.11% | 12.45% |
| 3 Year | 21.52% | 14.6% |
| 5 Year | 20.14% | 13.17% |
Risk Management
| Scheme Name | HDFC Dividend Yield Fund - Growth Plan | UTI-Dividend Yield Fund.-Growth |
|---|---|---|
| Standard Deviation | 13.44% | 13.05% |
| Sharp | 0.78% | 1.01% |
| Beta | 1.00% | 0.94% |
| Alpha | 1.86% | 3.94% |
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 | 4.31 | 8.84 |
| Large Cap | 65.7 | 67.86 |
| Small Cap | 19.46 | 14.74 |
| Mid Cap | 10.53 | 8.56 |
Sector Allocation
| Scheme Name |
HDFC Dividend Yield Fund - Growth Plan |
UTI-Dividend Yield Fund.-Growth |
|---|---|---|
| Others | 0.5 | 1.97 |
| Communication Services | 6.22 | 3.71 |
| Energy | 6.18 | 6.13 |
| Industrials | 11.99 | 5.66 |
| Technology | 11.49 | 14.67 |
| Consumer Cyclical | 10.54 | 11.04 |
| Financial Services | 29.63 | 28.87 |
| Basic Materials | 4.6 | 3.61 |
| Consumer Defensive | 4.95 | 6.06 |
| Real Estate | 0.69 | 4.19 |
| Healthcare | 8.31 | 8.64 |
| Utilities | 4.9 | 5.45 |
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