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UTI vs SBI Dividend Yield Fund compare
SBI Dividend Yield Fund - Regular Plan - Growth
UTI-Dividend Yield Fund.-Growth
Chart Comparison
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) | ₹8954 Cr | ₹3794 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 | 3.78% | 3.23% |
| 6 Month | 12.89% | 13.52% |
| 1 Year | -4.05% | -3.77% |
| 3 Year | - | 20.92% |
| 5 Year | - | 21.47% |
SIP Return Analysis
| Scheme Name | SBI Dividend Yield Fund - Regular Plan - Growth | UTI-Dividend Yield Fund.-Growth |
|---|---|---|
| 6 Month | 3.63% | 3.81% |
| 1 Year | 6.94% | 8.19% |
| 3 Year | - | 18.49% |
| 5 Year | - | 17.8% |
Rolling Lumpsum Returns
| Scheme Name | SBI Dividend Yield Fund - Regular Plan - Growth | UTI-Dividend Yield Fund.-Growth |
|---|---|---|
| 1 Year | 27.4% | 13.03% |
| 3 Year | - | 14.39% |
| 5 Year | - | 13.05% |
Risk Management
| Scheme Name | SBI Dividend Yield Fund - Regular Plan - Growth | UTI-Dividend Yield Fund.-Growth |
|---|---|---|
| Standard Deviation | - | 13.05% |
| Sharp | - | 0.93% |
| Beta | - | 0.94% |
| Alpha | - | 3.91% |
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 | 9.06 | 5.89 |
| Large Cap | 70.36 | 67.64 |
| Mid Cap | 13.46 | 8.04 |
| Small Cap | 7.12 | 18.43 |
Sector Allocation
| Scheme Name |
SBI Dividend Yield Fund - Regular Plan - Growth |
UTI-Dividend Yield Fund.-Growth |
|---|---|---|
| Others | 2.22 | 1.13 |
| Technology | 14.28 | 13.91 |
| Industrials | 10.91 | 6.34 |
| Basic Materials | 6.4 | 3.99 |
| Financial Services | 21.22 | 26.06 |
| Energy | 4.05 | 6.13 |
| Consumer Defensive | 9.46 | 7.25 |
| Real Estate | 5.36 | 3.99 |
| Consumer Cyclical | 13.04 | 12.34 |
| Healthcare | 6.42 | 9.43 |
| Utilities | 6.64 | 5.81 |
| Communication Services | - | 3.61 |
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