SBI Dividend Yield Fund vs UTI compare

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SBI Dividend Yield Fund - Regular Plan - Growth

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UTI-Dividend Yield Fund.-Growth

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Chart Comparison

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

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	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹9206 Cr	₹3959 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

Scheme Name	SBI Dividend Yield Fund - Regular Plan - Growth	UTI-Dividend Yield Fund.-Growth
1 Month	2.66%	2.58%
6 Month	-4.34%	-3.84%
1 Year	-0.4%	4.98%
3 Year	-	22.41%
5 Year	-	24.43%

Scheme Name	SBI Dividend Yield Fund - Regular Plan - Growth	UTI-Dividend Yield Fund.-Growth
6 Month	5.83%	5.9%
1 Year	0.92%	1.55%
3 Year	-	20.1%
5 Year	-	19.04%

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%

Scheme Name	SBI Dividend Yield Fund - Regular Plan - Growth	UTI-Dividend Yield Fund.-Growth
Standard Deviation	-	13.05%
Sharp	-	0.97%
Beta	-	0.93%
Alpha	-	2.46%

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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

Scheme Name	SBI Dividend Yield Fund - Regular Plan - Growth	UTI-Dividend Yield Fund.-Growth
Others	9.12	3.11
Large Cap	66.32	69.63
Mid Cap	17.51	9.97
Small Cap	7.05	17.3

Scheme Name	SBI Dividend Yield Fund - Regular Plan - Growth	UTI-Dividend Yield Fund.-Growth
Others	6.14	3.11
Technology	18.39	-
Industrials	10.46	-
Financial Services	17.9	-
Energy	4.53	-
Consumer Defensive	9.92	-
Consumer Cyclical	12.14	-
Basic Materials	4.36	-
Real Estate	2.86	-
Healthcare	5.47	-
Utilities	7.83	-
Gas	-	2.28
IT - Software	-	12.1
Personal Products	-	3.62
Transport Services	-	1.64
Petroleum Products	-	1.78
Diversified FMCG	-	3.87
Pharmaceuticals & Biotechnology	-	7.33
Banks	-	22.45
Automobiles	-	8.08
Ferrous Metals	-	1.43
Healthcare Services	-	1.62
Consumer Durables	-	3.69
Agricultural Food & other Products	-	0.45
Diversified Metals	-	1.49
Oil	-	2.49
Aerospace & Defense	-	2.24
Telecom - Services	-	1.42
Capital Markets	-	2.86
Power	-	5.76
Consumable Fuels	-	2.16
Industrial Products	-	1.43
Insurance	-	3.54
Finance	-	1.46
Auto Components	-	1.02
Retailing	-	0.69