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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) | ₹1471 Cr | ₹1471 Cr | ₹4010 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 | 3.48% | 3.48% | 3.15% |
| 6 Month | -1.23% | -1.23% | 0.98% |
| 1 Year | 0.75% | 0.75% | 4.93% |
| 3 Year | 26.07% | 26.07% | 23.88% |
| 5 Year | 25.08% | 25.08% | 23.86% |
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 | 8.17% | 8.17% | 8.14% |
| 1 Year | 3.22% | 3.22% | 6.38% |
| 3 Year | 19.65% | 19.65% | 21.91% |
| 5 Year | 20.72% | 20.72% | 20.12% |
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 | 1.03% | 1.03% | 0.97% |
| Beta | 0.97% | 0.97% | 0.93% |
| Alpha | 3.69% | 3.69% | 2.46% |
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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 | 11.6 | 12.18 | 3.11 |
| Small Cap | 19 | 20.31 | 17.3 |
| Large Cap | 64.3 | 58.02 | 69.63 |
| Mid Cap | 6.98 | 9.48 | 9.97 |
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 | 11.6 | 4.91 | 3.11 |
| Gas | 2.06 | - | 2.28 |
| IT - Software | 16.26 | - | 12.1 |
| Banks | 8.45 | - | 22.45 |
| Petroleum Products | 3.14 | - | 1.78 |
| Diversified FMCG | 10.55 | - | 3.87 |
| Pharmaceuticals & Biotechnology | 2.3 | - | 7.33 |
| Aerospace & Defense | 3.51 | - | 2.24 |
| Automobiles | 4.29 | - | 8.08 |
| Finance | 4.87 | - | 1.46 |
| Agricultural Food & other Products | 0.83 | - | 0.45 |
| Telecom - Services | 0.86 | - | 1.42 |
| Diversified Metals | 1.89 | - | 1.49 |
| Oil | 2 | - | 2.49 |
| Food Products | 2.38 | - | - |
| Realty | 1.08 | - | - |
| Textiles & Apparels | 1.35 | - | - |
| Fertilizers & Agrochemicals | 1.68 | - | - |
| Capital Markets | 5.16 | - | 2.86 |
| Consumer Durables | 0.44 | - | 3.69 |
| Power | 7.87 | - | 5.76 |
| Consumable Fuels | 2.95 | - | 2.16 |
| Personal Products | 1.13 | - | 3.62 |
| Minerals & Mining | 2.01 | - | - |
| Industrial Products | 0.86 | - | 1.43 |
| Commercial Services & Supplies | 2.36 | - | - |
| Consumer Defensive | - | 13.22 | - |
| Consumer Cyclical | - | 9.47 | - |
| Technology | - | 20.67 | - |
| Utilities | - | 10.05 | - |
| Financial Services | - | 16.61 | - |
| Energy | - | 7.63 | - |
| Healthcare | - | 2.31 | - |
| Industrials | - | 7.25 | - |
| Communication Services | - | 0.71 | - |
| Basic Materials | - | 5.79 | - |
| Real Estate | - | 1.38 | - |
| Transport Services | - | - | 1.64 |
| Ferrous Metals | - | - | 1.43 |
| Healthcare Services | - | - | 1.62 |
| Insurance | - | - | 3.54 |
| Auto Components | - | - | 1.02 |
| Retailing | - | - | 0.69 |
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