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UTI vs HDFC Dividend Yield Fund compare
HDFC Dividend Yield Fund - Growth Plan
UTI-Dividend Yield Fund.-Growth
Chart Comparison
Overview
| Scheme Name | HDFC Dividend Yield Fund - Growth Plan | UTI-Dividend Yield Fund.-Growth |
|---|---|---|
| Fund | HDFC Dividend Yield Fund - Growth Plan | UTI-Dividend Yield Fund.-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹5983 Cr | ₹3959 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 14 Dec 2020 | 15 May 2005 |
| Category | Dividend Yield | Dividend Yield |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 12.69% | 13% |
| Expense Ratio | 1.81 | 1.99 |
| Manager | Gopal Agrawal | Amit Kumar Premchandani |
| ISIN Code | INF179KC1AR9 | INF789F01463 |
| Exits Load | HDFC 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 | HDFC Dividend Yield Fund - Growth Plan | UTI-Dividend Yield Fund.-Growth |
|---|---|---|
| 1 Month | 2.25% | 2.58% |
| 6 Month | -3.82% | -3.84% |
| 1 Year | 1.76% | 4.98% |
| 3 Year | 23.25% | 22.41% |
| 5 Year | - | 24.43% |
SIP Return Analysis
| Scheme Name | HDFC Dividend Yield Fund - Growth Plan | UTI-Dividend Yield Fund.-Growth |
|---|---|---|
| 6 Month | 7.1% | 5.9% |
| 1 Year | 2.26% | 1.55% |
| 3 Year | 17.42% | 20.1% |
| 5 Year | - | 19.04% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Dividend Yield Fund - Growth Plan | UTI-Dividend Yield Fund.-Growth |
|---|---|---|
| 1 Year | 22.91% | 13.31% |
| 3 Year | 24.45% | 14.3% |
| 5 Year | - | 13.01% |
Risk Management
| Scheme Name | HDFC Dividend Yield Fund - Growth Plan | UTI-Dividend Yield Fund.-Growth |
|---|---|---|
| Standard Deviation | 13.824% | 13.05% |
| Sharp | 0.824% | 0.97% |
| Beta | 0.97% | 0.93% |
| Alpha | 3.572% | 2.46% |
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Fund Managers
| Scheme Name | HDFC Dividend Yield Fund - Growth Plan | UTI-Dividend Yield Fund.-Growth |
|---|---|---|
| Name | Gopal Agrawal | Amit Kumar Premchandani |
| Total AUM | ₹110269 Cr | ₹13572 Cr |
| Funds Managed | 5 | 3 |
| HDFC Dividend Yield Fund - Growth Plan | UTI-Dividend Yield Fund.-Growth |
Market Cap
| Scheme Name |
HDFC Dividend Yield Fund - Growth Plan |
UTI-Dividend Yield Fund.-Growth |
|---|---|---|
| Others | 1.82 | 3.11 |
| Large Cap | 65.14 | 69.63 |
| Small Cap | 22.11 | 17.3 |
| Mid Cap | 10.93 | 9.97 |
Sector Allocation
| Scheme Name |
HDFC Dividend Yield Fund - Growth Plan |
UTI-Dividend Yield Fund.-Growth |
|---|---|---|
| Others | 1.45 | 3.11 |
| Communication Services | 3.87 | - |
| Basic Materials | 4.65 | - |
| Energy | 5.63 | - |
| Technology | 13.58 | - |
| Industrials | 14.99 | - |
| Consumer Cyclical | 10.38 | - |
| Financial Services | 27.46 | - |
| Consumer Defensive | 5.53 | - |
| Healthcare | 8 | - |
| Utilities | 4.48 | - |
| 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 |
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