UTI vs SBI Dividend Yield Fund compare

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SBI Dividend Yield Fund - Regular Plan - Growth

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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	Dividend	Dividend
Level of Risk	Very High	Very High
Asset Size (Cr)	₹9321 Cr	₹4127 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

Scheme Name	SBI Dividend Yield Fund - Regular Plan - Growth	UTI-Dividend Yield Fund.-Growth
1 Month	-1.77%	-1.55%
6 Month	3.77%	5.52%
1 Year	-6.16%	-2.43%
3 Year	-	20.07%
5 Year	-	21.74%

Scheme Name	SBI Dividend Yield Fund - Regular Plan - Growth	UTI-Dividend Yield Fund.-Growth
6 Month	3.29%	4.35%
1 Year	0.27%	2.94%
3 Year	-	19.64%
5 Year	-	18.84%

Scheme Name	SBI Dividend Yield Fund - Regular Plan - Growth	UTI-Dividend Yield Fund.-Growth
1 Year	33.26%	13.31%
3 Year	-	14.3%
5 Year	-	13.01%

Scheme Name	SBI Dividend Yield Fund - Regular Plan - Growth	UTI-Dividend Yield Fund.-Growth
Standard Deviation	-	13.05%
Sharp	-	1.24%
Beta	-	0.92%
Alpha	-	2.8%

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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

Scheme Name	SBI Dividend Yield Fund - Regular Plan - Growth	UTI-Dividend Yield Fund.-Growth
Others	8.39	3.13
Large Cap	68.97	68.64
Mid Cap	15.21	9.63
Small Cap	7.44	18.6

Scheme Name	SBI Dividend Yield Fund - Regular Plan - Growth	UTI-Dividend Yield Fund.-Growth
Others	2.35	2.45
Technology	15.4	14.27
Industrials	10.81	7.11
Financial Services	21.72	28.94
Energy	4.41	6.26
Consumer Defensive	8.93	6.9
Real Estate	6.04	-
Consumer Cyclical	11.85	11.82
Basic Materials	4.56	3.93
Healthcare	6.69	8.9
Utilities	7.23	7.71
Communication Services	-	1.7