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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) | ₹6105 Cr | ₹3946 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 | -3.42% | -1.47% |
| 6 Month | -2.53% | 0.89% |
| 1 Year | 4.2% | 7.45% |
| 3 Year | 16.55% | 20.03% |
| 5 Year | 18.73% | 17.4% |
SIP Return Analysis
| Scheme Name | HDFC Dividend Yield Fund - Growth Plan | UTI-Dividend Yield Fund.-Growth |
|---|---|---|
| 6 Month | -0.64% | 1.28% |
| 1 Year | 6.1% | 10.06% |
| 3 Year | 10.79% | 14.86% |
| 5 Year | 15.07% | 15.94% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Dividend Yield Fund - Growth Plan | UTI-Dividend Yield Fund.-Growth |
|---|---|---|
| 1 Year | 17.45% | 12.36% |
| 3 Year | 21.4% | 14.64% |
| 5 Year | 20.08% | 13.19% |
Risk Management
| Scheme Name | HDFC Dividend Yield Fund - Growth Plan | UTI-Dividend Yield Fund.-Growth |
|---|---|---|
| Standard Deviation | 12.44% | 13.05% |
| Sharp | 0.91% | 1.11% |
| Beta | 1% | 0.93% |
| Alpha | 1.24% | 4.38% |
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 | 4.52 | 9.27 |
| Large Cap | 65.55 | 67.35 |
| Small Cap | 19.76 | 14.75 |
| Mid Cap | 10.18 | 8.63 |
Sector Allocation
| Scheme Name |
HDFC Dividend Yield Fund - Growth Plan |
UTI-Dividend Yield Fund.-Growth |
|---|---|---|
| Others | 0.25 | 1.23 |
| Communication Services | 6.34 | 3.68 |
| Energy | 6.44 | 6.36 |
| Industrials | 12.36 | 6.62 |
| Technology | 11.02 | 14.61 |
| Consumer Cyclical | 10.73 | 11.14 |
| Financial Services | 29.45 | 27.9 |
| Basic Materials | 4.92 | 4.2 |
| Consumer Defensive | 5.04 | 6 |
| Real Estate | 0.72 | 4.28 |
| Healthcare | 7.98 | 8.64 |
| Utilities | 4.75 | 5.35 |
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