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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
1.41 | 34.67 | 2.66 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.50 | 34.09 | 1.53 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 5,000 |
BenchmarkBenchmark |
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NIFTY 500 - TRI |
Dividend yield funds are the equity funds which majorly invest in equity intruments of companies which can give high dividends. These companies generally have higher dividend yield as compared to other companies.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
UTI Dividend Yield Fund(IDCW) | 40.98% | 14.62% | 9.49% |
SBI Dividend Yield Fund(IDCW Payout) | 35.16% | — | 30.54% |
HDFC Dividend Yield Fund(IDCW) | 36.65% | 18.86% | 26.09% |
ICICI Pru Dividend Yield Equity Fund(IDCW) | 31.75% | 14.94% | 10.34% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Equity
Debt
Others
Holdings
7.65 %
Holdings
3.98 %
Holdings
3.74 %
UTI AMC commenced operations from February 1, 2003. It has been promoted by four sponsors, namely, SBI, Life Insurance Corporation of India, Bank of Baroda and Punjab National Bank and each of them hold 25% of the paid up capital of UTI AMC.
No.of Schemes
64
Total AUM
₹ 2,20,144.92 Cr.
Amit Premchandani
AUM: ₹16,270.88 Cr.
|
Exp: —
PGDM (IIM Indore), CA, CFA
Data not available
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%