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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 | Dividend | Dividend |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹6329 Cr | ₹3794 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 | 2.88% | 2.5% |
| 6 Month | 14.94% | 12.69% |
| 1 Year | -5.54% | -4.67% |
| 3 Year | 17.89% | 19.17% |
| 5 Year | - | 21.74% |
SIP Return Analysis
| Scheme Name | HDFC Dividend Yield Fund - Growth Plan | UTI-Dividend Yield Fund.-Growth |
|---|---|---|
| 6 Month | 3.56% | 3.81% |
| 1 Year | 8.75% | 8.19% |
| 3 Year | 15.49% | 18.49% |
| 5 Year | - | 17.8% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Dividend Yield Fund - Growth Plan | UTI-Dividend Yield Fund.-Growth |
|---|---|---|
| 1 Year | 21.53% | 13.03% |
| 3 Year | 23.98% | 14.39% |
| 5 Year | - | 13.05% |
Risk Management
| Scheme Name | HDFC Dividend Yield Fund - Growth Plan | UTI-Dividend Yield Fund.-Growth |
|---|---|---|
| Standard Deviation | 13.57% | 13.05% |
| Sharp | 0.79% | 0.93% |
| Beta | 0.98% | 0.94% |
| Alpha | 2.90% | 3.91% |
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 | 4.07 | 5.38 |
| Large Cap | 62.46 | 67.04 |
| Small Cap | 21.77 | 18.23 |
| Mid Cap | 11.7 | 9.35 |
Sector Allocation
| Scheme Name |
HDFC Dividend Yield Fund - Growth Plan |
UTI-Dividend Yield Fund.-Growth |
|---|---|---|
| Others | 0.82 | 3.22 |
| Financial Services | 28.78 | 28.78 |
| Communication Services | 5.8 | 2.36 |
| Energy | 5.71 | 6.29 |
| Industrials | 13.87 | 6.36 |
| Technology | 10.65 | 13.1 |
| Consumer Cyclical | 10.7 | 11.67 |
| Basic Materials | 4.71 | 3.96 |
| Consumer Defensive | 5.26 | 6.87 |
| Real Estate | 0.62 | 1.43 |
| Healthcare | 8.18 | 9.06 |
| Utilities | 4.91 | 6.89 |
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