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UTI vs Aditya Birla Sun Life Dividend Yield Fund compare
Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan
Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan
UTI-Dividend Yield Fund.-Growth
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan | UTI-Dividend Yield Fund.-Growth |
|---|---|---|---|
| Fund | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan | UTI-Dividend Yield Fund.-Growth |
| Investment Plan | Dividend | Dividend | Dividend |
| Level of Risk | Very High | Very High | Very High |
| Asset Size (Cr) | ₹1524 Cr | ₹1524 Cr | ₹4127 Cr |
| Min Investment | ₹1000 | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 | ₹1000 |
| Launch Date | 26 Feb 2003 | 26 Feb 2003 | 15 May 2005 |
| Category | Dividend Yield | Dividend Yield | Dividend Yield |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 24% | 24% | 13% |
| Expense Ratio | 2.21 | 2.21 | 1.99 |
| Manager | Dhaval Gala | Dhaval Gala | Amit Kumar Premchandani |
| ISIN Code | INF209K01405 | INF209K01405 | INF789F01463 |
| Exits Load | Aditya Birla Sun Life Dividend Yield Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | Aditya Birla Sun Life Dividend Yield Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 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 | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan | UTI-Dividend Yield Fund.-Growth |
|---|---|---|---|
| 1 Month | -0.7% | -0.7% | 0.68% |
| 6 Month | 2.44% | 2.44% | 4.28% |
| 1 Year | -1.94% | -1.94% | 1.82% |
| 3 Year | 24.49% | 24.49% | 22.79% |
| 5 Year | 24.51% | 24.51% | 23.58% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan | UTI-Dividend Yield Fund.-Growth |
|---|---|---|---|
| 6 Month | 7.04% | 7.04% | 7.27% |
| 1 Year | 2.75% | 2.75% | 5.91% |
| 3 Year | 18.14% | 18.14% | 20.6% |
| 5 Year | 19.82% | 19.82% | 19.26% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan | UTI-Dividend Yield Fund.-Growth |
|---|---|---|---|
| 1 Year | 15.74% | 15.74% | 13.31% |
| 3 Year | 16.7% | 16.7% | 14.3% |
| 5 Year | 13.45% | 13.45% | 13.01% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan | UTI-Dividend Yield Fund.-Growth |
|---|---|---|---|
| Standard Deviation | 13.72% | 13.72% | 13.05% |
| Sharp | 1.3% | 1.3% | 1.24% |
| Beta | 0.97% | 0.97% | 0.92% |
| Alpha | 3.88% | 3.88% | 2.8% |
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Fund Managers
| Scheme Name | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan | UTI-Dividend Yield Fund.-Growth |
|---|---|---|---|
| Name | Dhaval Gala | Dhaval Gala | Amit Kumar Premchandani |
| Total AUM | ₹23597 Cr | ₹23597 Cr | ₹13572 Cr |
| Funds Managed | 7 | 7 | 3 |
| Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan | UTI-Dividend Yield Fund.-Growth |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan |
Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan |
UTI-Dividend Yield Fund.-Growth |
|---|---|---|---|
| Others | 12.12 | 12.12 | 3.07 |
| Small Cap | 19.91 | 19.91 | 18.57 |
| Large Cap | 61.9 | 61.9 | 69.16 |
| Mid Cap | 6.08 | 6.08 | 9.2 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan |
Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan |
UTI-Dividend Yield Fund.-Growth |
|---|---|---|---|
| Others | 4.6 | 4.6 | 3.07 |
| Consumer Defensive | 15.78 | 15.78 | 7.17 |
| Consumer Cyclical | 8.23 | 8.23 | 11.98 |
| Technology | 18.36 | 18.36 | 13.96 |
| Utilities | 9.21 | 9.21 | 7.61 |
| Financial Services | 17.49 | 17.49 | 28.07 |
| Energy | 7.98 | 7.98 | 6.35 |
| Healthcare | 2.42 | 2.42 | 9 |
| Industrials | 7.79 | 7.79 | 7.21 |
| Communication Services | 0.78 | 0.78 | 1.62 |
| Basic Materials | 6.07 | 6.07 | 3.95 |
| Real Estate | 1.29 | 1.29 | - |
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