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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 | 0.45% | 0.88% |
| 6 Month | 9.94% | 10.15% |
| 1 Year | -3.98% | -3.71% |
| 3 Year | 19.59% | 21.26% |
| 5 Year | - | 21.71% |
SIP Return Analysis
| Scheme Name | HDFC Dividend Yield Fund - Growth Plan | UTI-Dividend Yield Fund.-Growth |
|---|---|---|
| 6 Month | 1.94% | 1.95% |
| 1 Year | 10.11% | 9.25% |
| 3 Year | 14.69% | 17.5% |
| 5 Year | - | 17.23% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Dividend Yield Fund - Growth Plan | UTI-Dividend Yield Fund.-Growth |
|---|---|---|
| 1 Year | 20.04% | 12.78% |
| 3 Year | 23.03% | 14.48% |
| 5 Year | - | 13.1% |
Risk Management
| Scheme Name | HDFC Dividend Yield Fund - Growth Plan | UTI-Dividend Yield Fund.-Growth |
|---|---|---|
| Standard Deviation | 13.43% | 13.05% |
| Sharp | 0.87% | 1.04% |
| Beta | 0.99% | 0.94% |
| Alpha | 2.36% | 3.89% |
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 | 4.33 | 5.89 |
| Large Cap | 64.06 | 67.64 |
| Small Cap | 20.95 | 18.43 |
| Mid Cap | 10.66 | 8.04 |
Sector Allocation
| Scheme Name |
HDFC Dividend Yield Fund - Growth Plan |
UTI-Dividend Yield Fund.-Growth |
|---|---|---|
| Others | 0.89 | 1.13 |
| Financial Services | 29.2 | 26.06 |
| Communication Services | 6.03 | 3.61 |
| Energy | 5.6 | 6.13 |
| Industrials | 12.41 | 6.34 |
| Technology | 11.77 | 13.91 |
| Consumer Cyclical | 10.57 | 12.34 |
| Basic Materials | 4.73 | 3.99 |
| Consumer Defensive | 5.31 | 7.25 |
| Real Estate | 0.62 | 3.99 |
| Healthcare | 8.03 | 9.43 |
| Utilities | 4.85 | 5.81 |
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