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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 | 3.01% | 2.32% |
| 6 Month | -5.7% | -5.12% |
| 1 Year | 3.25% | 11.61% |
| 3 Year | 18.49% | 18.08% |
| 5 Year | - | 24.26% |
SIP Return Analysis
| Scheme Name | HDFC Dividend Yield Fund - Growth Plan | UTI-Dividend Yield Fund.-Growth |
|---|---|---|
| 6 Month | 0.44% | -0.13% |
| 1 Year | -7.28% | -5.12% |
| 3 Year | 16.7% | 19.79% |
| 5 Year | - | 19.25% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Dividend Yield Fund - Growth Plan | UTI-Dividend Yield Fund.-Growth |
|---|---|---|
| 1 Year | 24.83% | 13.58% |
| 3 Year | 25.67% | 14.16% |
| 5 Year | - | 12.92% |
Risk Management
| Scheme Name | HDFC Dividend Yield Fund - Growth Plan | UTI-Dividend Yield Fund.-Growth |
|---|---|---|
| Standard Deviation | 13.824% | 13.05% |
| Sharp | 0.824% | 0.58% |
| Beta | 0.97% | 0.95% |
| Alpha | 3.572% | 2.06% |
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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 | 3.1 |
| Large Cap | 65.14 | 67.23 |
| Small Cap | 22.11 | 17.1 |
| Mid Cap | 10.93 | 12.57 |
Sector Allocation
| Scheme Name |
HDFC Dividend Yield Fund - Growth Plan |
UTI-Dividend Yield Fund.-Growth |
|---|---|---|
| Others | 1.45 | 4.86 |
| Communication Services | 3.87 | 1.3 |
| Basic Materials | 4.65 | 7.06 |
| Energy | 5.63 | 6.11 |
| Technology | 13.58 | 15.06 |
| Industrials | 14.99 | 5.54 |
| Consumer Cyclical | 10.38 | 9.24 |
| Financial Services | 27.46 | 26.23 |
| Consumer Defensive | 5.53 | 8.96 |
| Healthcare | 8 | 8.21 |
| Utilities | 4.48 | 7.42 |
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