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SBI Dividend Yield Fund vs UTI compare

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tortoise-icon SBI Dividend Yield Fund - Regular Plan - Growth

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tortoise-icon 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

Trailing Lumpsum Returns

Scheme Name SBI Dividend Yield Fund - Regular Plan - Growth UTI-Dividend Yield Fund.-Growth
1 Month 1.43% 2.4%
6 Month -5.5% -5.32%
1 Year 2.91% 11.59%
3 Year - 18.15%
5 Year - 25.04%

SIP Return Analysis

Scheme Name SBI Dividend Yield Fund - Regular Plan - Growth UTI-Dividend Yield Fund.-Growth
6 Month -0.97% -0.13%
1 Year -8.83% -5.12%
3 Year - 19.79%
5 Year - 19.25%

Rolling Lumpsum Returns

Scheme Name SBI Dividend Yield Fund - Regular Plan - Growth UTI-Dividend Yield Fund.-Growth
1 Year 34.63% 13.58%
3 Year - 14.16%
5 Year - 12.92%

Risk Management

Scheme Name SBI Dividend Yield Fund - Regular Plan - Growth UTI-Dividend Yield Fund.-Growth
Standard Deviation - 13.05%
Sharp - 0.58%
Beta - 0.95%
Alpha - 2.06%

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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 9.12 3.1
Large Cap 66.32 67.23
Mid Cap 17.51 12.57
Small Cap 7.05 17.1

Sector Allocation

Scheme Name

SBI Dividend Yield Fund - Regular Plan - Growth

UTI-Dividend Yield Fund.-Growth

Others 6.14 4.86
Technology 18.39 15.06
Industrials 10.46 5.54
Financial Services 17.9 26.23
Energy 4.53 6.11
Consumer Defensive 9.92 8.96
Consumer Cyclical 12.14 9.24
Basic Materials 4.36 7.06
Real Estate 2.86 -
Healthcare 5.47 8.21
Utilities 7.83 7.42
Communication Services - 1.3

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