Dividend yield funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).
The fund has been a Category Leader on the Fund Size metric
The performance of the fund on a Outperformance Consistency metric has been Poor
Want the equity funds that are right for your long term equity investment needs?
NAV (Dec 2)
6 Month CAGR
The objective of the scheme is to generate long term capital appreciation and income by investing predominantly in dividend yielding equity and equity related securities. However,there can be no assurance or guarantee that the investment objective of the scheme would be achieved.
Launched (17y ago)
May 03, 2005
AUM in Crores
IISL Nifty 500 TR INR
Standard Deviation (3yr)
Standard Deviation (5yr)
Sharpe Ratio (3yr)
Sharpe Ratio (5yr)
with step up of
|Instrument||Returns||Total Corpus||Gains||Annualised %|
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
tech mahindra ltd5.4%
hindustan unilever ltd4.5%
|Fund Name||Fund Size||Outperformance Consistency|
₹ 10,427 cr
₹ 4,865 cr
₹ 15,580 cr
₹ 10,427 cr
₹ 15,580 cr
UTI Asset Management Company Ltd
UTI Asset Management Co Ltd manages assets worth 190,891 crores and was set up on 3 December 1993. It's current offering of mutual fund schemes includes 60 equity,488 debt and 31 hybrid funds.
|Fund Name||Scripbox Opinion||Till Date CAGR|
UTI Dividend Yield Fund (G) is a Dividend Yield Equity fund and has delivered an annualised return of 14.4% over a period of 17 years. The fund was previously known as UTI Dividend Yield Gr. The fund is managed by UTI Asset Management Co Ltd. The fund managers are Amit Premchandani, Swati Kulkarni.
Nav of UTI Dividend Yield Fund (G) as of 12/2/2022 is ₹106.67 with the total AUM as of 12/4/2022 is ₹2864.794. With Scripbox you can compare and check the latest nav for all mutual funds in India. UTI Dividend Yield Fund (G) was launched on May 03, 2005. The category risk of the fund is Very High Risk.
The minimum SIP amount for UTI Dividend Yield Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
UTI Dividend Yield Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to IISL Nifty 500 TR INR.
UTI Dividend Yield Fund (G) is rated as a 1 fund in Equity and delivered 0.4% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with UTI Dividend Yield Fund (G).
What is UTI Dividend Yield Fund (G)?
How to invest in UTI Dividend Yield Fund (G)?
You can invest in UTI Dividend Yield Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of UTI Dividend Yield Fund (G)?
The minimum sip amount for UTI Dividend Yield Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is UTI Dividend Yield Fund (G) good to invest in?
As per Scripbox experts, UTI Dividend Yield Fund (G) is a Not Recommended fund. You can investUTI Dividend Yield Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the UTI Dividend Yield Fund (G)?
The expense ratio of the UTI Dividend Yield Fund (G) is 2.05% for regular plan.