- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
SBI Dividend Yield Fund vs UTI compare
SBI Dividend Yield Fund - Regular Plan - Growth
UTI-Dividend Yield Fund.-Growth
Chart Comparison
Overview
| Scheme Name | SBI Dividend Yield Fund - Regular Plan - Growth | UTI-Dividend Yield Fund.-Growth |
|---|---|---|
| Fund | SBI Dividend Yield Fund - Regular Plan - Growth | UTI-Dividend Yield Fund.-Growth |
| Investment Plan | Dividend | Dividend |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹9321 Cr | ₹4127 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 14 Mar 2023 | 15 May 2005 |
| Category | Dividend Yield | Dividend Yield |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 3.53% | 13% |
| Expense Ratio | 1.78 | 1.99 |
| Manager | Rohit Shimpi | Amit Kumar Premchandani |
| ISIN Code | INF200KA11W9 | INF789F01463 |
| Exits Load | SBI 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 | SBI Dividend Yield Fund - Regular Plan - Growth | UTI-Dividend Yield Fund.-Growth |
|---|---|---|
| 1 Month | -1.77% | -1.55% |
| 6 Month | 3.77% | 5.52% |
| 1 Year | -6.16% | -2.43% |
| 3 Year | - | 20.07% |
| 5 Year | - | 21.74% |
SIP Return Analysis
| Scheme Name | SBI Dividend Yield Fund - Regular Plan - Growth | UTI-Dividend Yield Fund.-Growth |
|---|---|---|
| 6 Month | 3.29% | 4.35% |
| 1 Year | 0.27% | 2.94% |
| 3 Year | - | 19.64% |
| 5 Year | - | 18.84% |
Rolling Lumpsum Returns
| Scheme Name | SBI Dividend Yield Fund - Regular Plan - Growth | UTI-Dividend Yield Fund.-Growth |
|---|---|---|
| 1 Year | 33.26% | 13.31% |
| 3 Year | - | 14.3% |
| 5 Year | - | 13.01% |
Risk Management
| Scheme Name | SBI Dividend Yield Fund - Regular Plan - Growth | UTI-Dividend Yield Fund.-Growth |
|---|---|---|
| Standard Deviation | - | 13.05% |
| Sharp | - | 1.24% |
| Beta | - | 0.92% |
| Alpha | - | 2.8% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| Scheme Name | SBI Dividend Yield Fund - Regular Plan - Growth | UTI-Dividend Yield Fund.-Growth |
|---|---|---|
| Name | Rohit Shimpi | Amit Kumar Premchandani |
| Total AUM | ₹15441 Cr | ₹13572 Cr |
| Funds Managed | 6 | 3 |
| SBI Dividend Yield Fund - Regular Plan - Growth | UTI-Dividend Yield Fund.-Growth |
Market Cap
| Scheme Name |
SBI Dividend Yield Fund - Regular Plan - Growth |
UTI-Dividend Yield Fund.-Growth |
|---|---|---|
| Others | 8.39 | 3.13 |
| Large Cap | 68.97 | 68.64 |
| Mid Cap | 15.21 | 9.63 |
| Small Cap | 7.44 | 18.6 |
Sector Allocation
| Scheme Name |
SBI Dividend Yield Fund - Regular Plan - Growth |
UTI-Dividend Yield Fund.-Growth |
|---|---|---|
| Others | 2.35 | 2.45 |
| Technology | 15.4 | 14.27 |
| Industrials | 10.81 | 7.11 |
| Financial Services | 21.72 | 28.94 |
| Energy | 4.41 | 6.26 |
| Consumer Defensive | 8.93 | 6.9 |
| Real Estate | 6.04 | - |
| Consumer Cyclical | 11.85 | 11.82 |
| Basic Materials | 4.56 | 3.93 |
| Healthcare | 6.69 | 8.9 |
| Utilities | 7.23 | 7.71 |
| Communication Services | - | 1.7 |
Top Comparisons
Motilal Oswal Large and Midcap Fund - Regular Plan Growth
3Y Returns28.99%
DSP Large & Mid Cap Fund - Regular Growth
3Y Returns20.87%
SBI Flexicap Fund - REGULAR PLAN -Growth Option
3Y Returns13.5%
Sundaram Flexicap Fund Regular Growth
3Y Returns0%
ICICI Prudential Banking and Financial Services Fund - Growth
3Y Returns17.06%
DSP Banking & Financial Services Fund - Reg (G)
3Y Returns0%
Franklin India Feeder - Franklin U.S. Opportunities Fund - Growth
3Y Returns19.17%
Axis NASDAQ 100 Fund of Fund - Regular Plan - Growth
3Y Returns0%
