UTI Dividend Yield Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 42.74 | 20.54 | 17.72 | 13.53 |
Average Rolling Returns(%) | 16.32 | 14.02 | 12.56 | 13.48 |
The Current NAV of UTI Dividend Yield Fund - Growth - Direct Plan is ₹157.33.
You should look for a fund with better more consistent performance track record. Funds returns are more likely to be different than its benchmark NIFTY 50 - TRI returns, as Funds portfolio is significantly different.
UTI Dividend Yield Fund - Growth - Direct Plan fund’s expense ratio is 1.42%
The process for redemption is
The AUM of UTI Dividend Yield Fund - Growth - Direct Plan is currently ₹3,586 Crores.
The Top three stocks are HDFC Bank, Infosys and Tata Steel and account for 15% of its portfolio. Top 5 and 10 stocks of fund account for 22% and 36% of fund’s portfolio respectively.
Top three sectors of UTI Dividend Yield Fund - Growth - Direct Plan fund are BFSI, IT and Healthcare accounting for 48% of the total portfolio.
Funds Portfolio Quality is Very Good. It has a large proportion of Green Stocks.Since this is a Equity - Dividend Yield Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of UTI Dividend Yield Fund - Growth - Direct Plan Fund is Equity - Dividend Yield Fund.
Amit Premchandani manages the UTI Dividend Yield Fund - Growth - Direct Plan Fund.
UTI Dividend Yield Fund - Growth - Direct Plan current PE ratio is 30.42 and PB ratio is 6.36
The asset allocation of UTI Dividend Yield Fund - Growth - Direct Plan is Stocks : 96.10%, Debt : 3.04% and Gold : 0.84%
The minimum SIP amount for UTI Dividend Yield Fund - Growth - Direct Plan is ₹500.00 and minimum lumpsum is ₹5000.00
The exit load for UTI Dividend Yield Fund - Growth - Direct Plan is 1% before 1 year, Nil on or after 1 year