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UTI vs HDFC Dividend Yield Fund compare

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tortoise-icon HDFC Dividend Yield Fund - Growth Plan

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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 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) ₹6379 Cr ₹4010 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 3.01% 3.01%
6 Month 2.73% 2.55%
1 Year 2.49% 5.86%
3 Year 24.35% 23.89%
5 Year - 23.91%

SIP Return Analysis

Scheme Name HDFC Dividend Yield Fund - Growth Plan UTI-Dividend Yield Fund.-Growth
6 Month 9.53% 8.14%
1 Year 7.82% 6.38%
3 Year 19.29% 21.91%
5 Year - 20.12%

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 14.66% 13.05%
Sharp 0.94% 0.97%
Beta 0.98% 0.93%
Alpha 2.65% 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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