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UTI vs SBI Dividend Yield Fund compare

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tortoise-icon SBI Dividend Yield Fund - Regular Plan - Growth

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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 SBI Dividend Yield Fund - Regular Plan - Growth UTI-Dividend Yield Fund.-Growth
Fund SBI Dividend Yield Fund - Regular Plan - Growth UTI-Dividend Yield Fund.-Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹9206 Cr ₹3959 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 14 Mar 2023 15 May 2005
Category Dividend Yield Dividend Yield
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 3.53% 13%
Expense Ratio 1.78 1.99
Manager Rohit Shimpi Amit Kumar Premchandani
ISIN Code INF200KA11W9 INF789F01463
Exits Load SBI 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 SBI Dividend Yield Fund - Regular Plan - Growth UTI-Dividend Yield Fund.-Growth
1 Month 4.24% 4.07%
6 Month -0.87% -0.76%
1 Year 4.06% 11.27%
3 Year - 20.78%
5 Year - 26.02%

SIP Return Analysis

Scheme Name SBI Dividend Yield Fund - Regular Plan - Growth UTI-Dividend Yield Fund.-Growth
6 Month 4.01% 4.21%
1 Year -0.76% 0.86%
3 Year - 21.15%
5 Year - 19.73%

Rolling Lumpsum Returns

Scheme Name SBI Dividend Yield Fund - Regular Plan - Growth UTI-Dividend Yield Fund.-Growth
1 Year 34.63% 13.58%
3 Year - 14.16%
5 Year - 12.92%

Risk Management

Scheme Name SBI Dividend Yield Fund - Regular Plan - Growth UTI-Dividend Yield Fund.-Growth
Standard Deviation - 13.05%
Sharp - 0.8%
Beta - 0.94%
Alpha - 2.76%

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Fund Managers

Scheme Name SBI Dividend Yield Fund - Regular Plan - Growth UTI-Dividend Yield Fund.-Growth
Name Rohit Shimpi Amit Kumar Premchandani
Total AUM ₹15441 Cr ₹13572 Cr
Funds Managed 6 3
SBI Dividend Yield Fund - Regular Plan - Growth UTI-Dividend Yield Fund.-Growth

Market Cap

Scheme Name

SBI Dividend Yield Fund - Regular Plan - Growth

UTI-Dividend Yield Fund.-Growth

Others 9.12 3.1
Large Cap 66.32 69.63
Mid Cap 17.51 10.57
Small Cap 7.05 16.73

Sector Allocation

Scheme Name

SBI Dividend Yield Fund - Regular Plan - Growth

UTI-Dividend Yield Fund.-Growth

Others 6.14 3.1
Technology 18.39 -
Industrials 10.46 -
Financial Services 17.9 -
Energy 4.53 -
Consumer Defensive 9.92 -
Consumer Cyclical 12.14 -
Basic Materials 4.36 -
Real Estate 2.86 -
Healthcare 5.47 -
Utilities 7.83 -
Gas - 2.34
IT - Software - 12.63
Personal Products - 3.72
Transport Services - 1.79
Ferrous Metals - 2.84
Petroleum Products - 1.63
Diversified FMCG - 4.01
Pharmaceuticals & Biotechnology - 7.1
Banks - 21.59
Automobiles - 6.34
Healthcare Services - 1.02
Consumer Durables - 3.81
Agricultural Food & other Products - 1.18
Diversified Metals - 2.08
Oil - 2.51
Aerospace & Defense - 2.19
Telecom - Services - 1.35
Capital Markets - 2.79
Power - 5.72
Consumable Fuels - 2.27
Industrial Products - 1.45
Insurance - 3.38
Finance - 1.61
Auto Components - 1.02
Retailing - 0.56

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