UTI Dividend Yield Fund - Regular Plan - IDCW

UTI Dividend Yield Fund - Regular Plan - IDCW is a scheme launched by UTI Mutual Fund on May 15, 2005, and falls under the Dividend Yield fund category. It currently manages an AUM of Rs 3,822.09 crore. The fund permits investments with a minimum SIP of Rs 500 and a lump sum of Rs 5000. It charges an expense ratio of 1.99% for managing the portfolio.

• Investing Strategy:

  To provide medium to long term capital gains and / or dividend distribution by investing predominantly in equity and equity related instruments that offer a high dividend yield.

• Performance:

  UTI Dividend Yield Fund - Regular Plan - IDCW trailing returns over different times are -0.8% (1 year), 18.03% (3 year) and 18.24% (5 year). The average annual return of this fund stands at 1.41%.