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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) | ₹9181 Cr | ₹3936 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 | -0.33% | -0.14% |
| 6 Month | 4.91% | 4.49% |
| 1 Year | 2.86% | 2.85% |
| 3 Year | - | 20.15% |
| 5 Year | - | 18.65% |
SIP Return Analysis
| Scheme Name | SBI Dividend Yield Fund - Regular Plan - Growth | UTI-Dividend Yield Fund.-Growth |
|---|---|---|
| 6 Month | 1.64% | 0.88% |
| 1 Year | 9.98% | 9.18% |
| 3 Year | - | 15.8% |
| 5 Year | - | 16.49% |
Rolling Lumpsum Returns
| Scheme Name | SBI Dividend Yield Fund - Regular Plan - Growth | UTI-Dividend Yield Fund.-Growth |
|---|---|---|
| 1 Year | 18.63% | 12.45% |
| 3 Year | - | 14.6% |
| 5 Year | - | 13.17% |
Risk Management
| Scheme Name | SBI Dividend Yield Fund - Regular Plan - Growth | UTI-Dividend Yield Fund.-Growth |
|---|---|---|
| Standard Deviation | - | 13.23% |
| Sharp | - | 0.94% |
| Beta | - | 0.94% |
| Alpha | - | 4.29% |
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 | 8.84 |
| Large Cap | 72.54 | 67.86 |
| Mid Cap | 14.34 | 8.56 |
| Small Cap | 5.12 | 14.74 |
Sector Allocation
| Scheme Name |
SBI Dividend Yield Fund - Regular Plan - Growth |
UTI-Dividend Yield Fund.-Growth |
|---|---|---|
| Others | 1.7 | 1.97 |
| Technology | 14.35 | 14.67 |
| Industrials | 8.32 | 5.66 |
| Basic Materials | 8.19 | 3.61 |
| Financial Services | 22.25 | 28.87 |
| Energy | 4.28 | 6.13 |
| Consumer Defensive | 9.62 | 6.06 |
| Real Estate | 5.69 | 4.19 |
| Consumer Cyclical | 13.17 | 11.04 |
| Healthcare | 5.98 | 8.64 |
| Utilities | 6.45 | 5.45 |
| Communication Services | - | 3.71 |
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